Antoine Mariaux

AfD's surge in Germany: what are the consequences for the markets?

Friedrich Merz's government emerged weakened by the rise of the extreme right in Germany last weekend. The AfD's momentum could complicate the rollout of reforms aimed at reviving a struggling German economy.

September 22, 2026 at 10:33 am

Market more cautious as TUI narrows its operating profit outlook

The German tour operator has tightened its constant-currency guidance for underlying 2026 EBIT to EUR1.2bn-EUR1.3bn. The new midpoint is nonetheless unchanged and close to consensus. Still, this morning the market is cautious, with the stock down nearly 1.4% in Frankfurt. The group also did not address higher fuel prices, even though only 39% of its summer 2027 needs are hedged…

September 22, 2026 at 09:48 am

Jefferies cuts TP for Boeing

Jefferies reiterates its Buy rating on Boeing, with a TP cut to $265 from $295.

September 22, 2026 at 07:39 am

ABB bets on direct current to power AI data centers

The Swiss group believes that this type of architecture should improve the energy efficiency of infrastructure hosting the next generations of artificial intelligence chips.

September 21, 2026 at 03:57 pm

European defense: analysts aren't backing down, targeting three stocks

After several months of consolidation in European defense stocks, analysts are not retreating. Morgan Stanley, RBC Capital Markets, Bernstein, Morningstar and AlphaValue continue to bet on a rearmament cycle expected to last for years. And while the surge in budgets is now a given, attention is shifting to orders, industrial capacity and margins. The question now is which manufacturers will capture this windfall most effectively. On that front, many eyes are turning to Rheinmetall, Leonardo and Thales…

September 21, 2026 at 10:26 am

Boeing Hit By an Excessive Market Reaction, BofA Says

The aerospace manufacturer recently said it continues to face constraints across the 737, 787 and 777X programs. The update triggered a sharp pullback in the stock, which has fallen nearly 6% over the past two sessions. Nothing alarming, however, according to BofA, which argues these hurdles were foreseeable as part of the group's turnaround.

September 18, 2026 at 04:07 pm

The view of three analysts on Exosens after the upward revision to targets

As a reminder, Exosens significantly raised its 2026 guidance yesterday: +4% on revenue and +8% on EBITDA, following a first-half performance deemed strong and sustained commercial momentum. Specifically, the specialist in amplification, detection and imaging technologies is now targeting revenue between €558m and €570m (vs €520m to €540m previously) and adjusted EBITDA between €186m and €192m (vs €168m to €178m before).

September 18, 2026 at 09:38 am

Lockheed Martin speeds up PAC-3 MSE production with GM Defense

The defense group is relying on GM Defense's industrial capabilities to sharply cut manufacturing lead times for critical components.

September 18, 2026 at 08:26 am

Raiffeisen Bank International Targeted by Grizzly Research, Shares Plunge 6%

Activist short seller Grizzly Research says it has identified substantial trading activity tied to Raiffeisen Bank International's (RBI) Russian subsidiary, and it is also challenging how the bank presents cash trapped in the country. The claims triggered a sharp selloff in the stock on the Vienna exchange (Austria).

September 18, 2026 at 08:24 am

Wizz Air targets EUR10 billion in revenue by 2030, shares take off

A few hours before the start of its CMD (capital markets day, investor day) in London, the airline said it wants to refocus its strategy on its key markets in Central and Eastern Europe (CEE). The goal? To return to sustainable profitability. A message that clearly resonated with investors: by midday, the stock was up 2.5% in London.

September 17, 2026 at 01:03 pm

Exosens posts the biggest gain in the SBF 120 after raising its guidance

The stock is up nearly 10% this morning in Paris, around €59.6, buoyed by a sharp upgrade to its 2026 targets as its industrial ramp-up is moving faster than expected. The group now targets revenue growth of about 20% and adjusted EBITDA growth of 25% at the midpoint versus 2025.

September 17, 2026 at 10:16 am

With ammunition supplies tight, Washington approaches Berlin

The United States and Germany want to strengthen their industrial cooperation in defense. The rapprochement comes at the right moment for the United States: the war in Iran has depleted US strategic ammunition stockpiles and highlighted how hard it is for the defense industry to rapidly rebuild arsenals.

September 16, 2026 at 03:20 pm

It flies far, and isn't expensive… Indra unveils its new missile

The Spanish group is strengthening its defense portfolio with a new precision-strike solution notably aimed at large-scale coordinated attacks.

September 16, 2026 at 12:58 pm

Pictet AM says "Gold is not a safe haven"

Central banks, institutional investors and now retail buyers: the rush into gold keeps broadening. However, Christopher Dembik, investment strategy adviser at Pictet Asset Management, says that success is not enough to grant the yellow metal the "safe-haven" status that it is traditionally given.

September 16, 2026 at 09:42 am

Group traffic stalls in August and slips in Paris

September 15, 2026 at 04:58 pm

BAE Systems' aim to power an aircraft in flight from the ground

The British defense group says it will take part in an Advanced Research and Invention Agency (ARIA) program aimed at extending the endurance of stratospheric communications platforms.

September 15, 2026 at 03:26 pm

Rheinmetall: Germany clears the way for the acquisition of a 4th intelligence ship

The German Defense Ministry wants to increase the number of Class 424 vessels intended for Bundeswehr intelligence missions to 4.

September 15, 2026 at 08:29 am

Indra up as it steps up its push into quantum defense technologies

As the Spanish group said it is preparing to integrate quantum technologies into future military systems, the stock was up over 2% in Madrid at around EUR60.5 Monday lunchtime.

September 14, 2026 at 02:40 pm

Rheinmetall rises after major artillery shell order

The German group will deliver thousands of 155 mm shells to an international customer under a contract worth over EUR100m. The stock is up over 1% this morning in Frankfurt, moving back above the symbolic EUR1,000 mark.

September 14, 2026 at 12:52 pm

Thales Alenia Space to build the NigComSat-2A satellite for Nigeria

The space infrastructure specialist will supply NIGCOMSAT with a new geostationary satellite designed to strengthen digital connectivity in Africa.

September 14, 2026 at 09:33 am

Pernod Ricard Boosted by a Trump Announcement

Investors in wine and spirits can pop the cork. During his two-day visit to Ireland, Donald Trump announced the removal of tariffs on Irish whiskey entering the United States. Markets immediately cheered the news.

September 14, 2026 at 09:11 am