Esteban Gustave

Up 127% on its IPO day: Who is Silex Microsystems?

Silex Microsystems made a powerful debut on Nasdaq Stockholm, surging 127% in early trading. Behind this relatively unknown name lies a Swedish MEMS foundry: a manufacturer of micro-components designed for its clients. In a market still driven by AI, this specialized component profile had everything to attract investors.

May 07, 2026 at 02:33 pm

Essity: Strategic Review of Consumer Tissue and Targets Reaffirmed

Essity has launched a strategic review of its Consumer Tissue division, which includes toilet paper, paper towels and facial tissues. The Swedish group also reinstated its financial targets during its Capital Markets Day in Gothenburg.

May 07, 2026 at 10:52 am

Eli Lilly: Additional $4.5bn to support its industrial scale-up

Eli Lilly is set to invest an additional $4.5bn across two of its Lebanon, Indiana sites, bringing its total expansion commitments in the state to over $21bn since 2020. The group has highlighted its evolving pipeline and the projected demand for its treatments.

May 07, 2026 at 10:46 am

Essity: Strategic Review of Consumer Tissue, Targets Reaffirmed

Essity has launched a strategic review of its Consumer Tissue division, which includes products such as toilet paper, paper towels and facial tissues. The Swedish group is also reaffirming its financial targets at its investor day in Gothenburg.

May 07, 2026 at 08:07 am

Eli Lilly: $4.5bn more to support its industrial scale-up

Eli Lilly will invest an additional $4.5bn in two of its Lebanon sites in Indiana, taking its expansion commitments in the state since 2020 to more than $21bn. The group is pointing to the evolution of its pipeline and expected demand for its therapies.

May 07, 2026 at 08:05 am

Autos Get Back on the Road, Alcon Lacks Visibility

Wegovy in pill form puts Novo Nordisk back in the driver's seat, while Pandora, Scor and Leonardo benefit from solid releases. Autos are also finding traction again with Continental and BMW, despite tariff clouds. On the other side, Wolters Kluwer, Alcon and Infineon remain under pressure, each dragged down by signals seen as too fragile.

May 06, 2026 at 08:53 am

BMW: Automotive Profitability Holds Up Despite China and Tariffs

BMW reported sharply lower results in the first quarter, weighed down by tariffs and a weak Chinese market. The automaker nonetheless beat expectations for its automotive profitability and reaffirmed its full-year targets. The stock was up 2.24% in early trading.

May 06, 2026 at 07:57 am

MSCI Emerging Markets: A New Growth Engine Takes Over

The MSCI Emerging Markets index has returned to its peaks. The index gained 2.9% on Monday, May 4, driven by Asian technology, particularly in South Korea and Taiwan.

May 05, 2026 at 02:06 pm

AB InBev: volume growth returns, World Cup expected to bolster outlook

AB InBev started 2026 on a solid note, with a return to volume growth and a record underlying earnings per share for the first quarter. The group reaffirmed its full-year targets, and the stock was up 3.10% in premarket trading.

May 05, 2026 at 07:57 am

Barry Callebaut: The profit warning that repairs the balance sheet

Falling cocoa prices are eroding Barry Callebaut's margins, although the reversal is freeing up cash and loosening the financial vice. The recovery remains fragile: while the balance sheet has room to breathe, the business model is not yet fully repaired.

May 04, 2026 at 02:53 pm

Soitec Keeps Climbing, Autos Stall at the Customs Gate

Soitec continues to rally on the stock market after Deutsche Bank sharply raised its target, while Umicore and Aalberts are supported by their earnings updates. European auto stocks are slipping under the threat of new U.S. tariffs, and DBV Technologies is hit by widening losses.

May 04, 2026 at 09:12 am

Market Miscellany: Apple changes its core, as AI assigns the roles

Artificial intelligence is writing two opposing stories in the same week. It is crushing Chegg, forced into a turnaround after a 99% collapse, while simultaneously propelling the S&P 500 to new records amid renewed enthusiasm for AI stocks. In the middle, Apple is changing its core, to meet the challenge it embodies: a nearly 4 trillion dollar giant, albeit lagging in the AI race, it still needs to prove that it can still innovate.

April 30, 2026 at 02:28 pm

Engie: Belgium enters exclusive negotiations to acquire the group's nuclear fleet

The Belgian State, Engie, and its subsidiary Electrabel, have signed a letter of intent opening exclusive negotiations for Belgium to take over all of the French group's nuclear activities in the country. The parties aim to conclude a MoU by October 1, 2026.

April 30, 2026 at 02:18 pm

Engie: Belgium enters exclusive negotiations to acquire the group's nuclear fleet

The Belgian State, Engie, and its subsidiary Electrabel have signed a letter of intent opening exclusive negotiations for Belgium to acquire all of the French group's nuclear activities in the country. The parties aim to conclude a memorandum of understanding by October 1, 2026.

April 30, 2026 at 07:56 am

ThyssenKrupp rides the elevator, UBS cashes the jackpot, and ADP lands in the red

Adidas steps on the gas heading into the World Cup as UBS doubles its profit. ThyssenKrupp pockets an unexpected dividend from the Kone, TK Elevator deal, everything is coming up roses for the winners. Meanwhile, ADP sees passengers stay away as the Middle East conflict drags on, Lectra reports an abrupt slowdown, and Deutsche Bank is met with skepticism despite record profits.

April 29, 2026 at 09:21 am

Alten: Activity Stagnates as 2026 Guidance Remains Cautious

The engineering specialist stabilized its first-quarter 2026 revenue at 1.053 billion euros, posting organic growth of 0.1%. Faced with an uncertain macroeconomic and geopolitical environment, management is adopting a cautious stance for the fiscal year while prioritizing margin improvement. The stock gained 0.34% in early trading.

April 29, 2026 at 08:40 am

Aurea: Aluminum Tariffs and Provisions Weigh on 2025 Results

The circular economy specialist ended the fiscal year with a net loss of 5.9 million euros, hit by U.S. customs duties and the cessation of a subsidiary's operations. Despite this operational downturn, Aurea significantly reduced its debt levels following a strategic divestment.

April 29, 2026 at 08:34 am

Where has Chinese AI gone?

On January 27, 2025, an unknown app took the top spot on the US App Store. Named DeepSeek and hailing from Hangzhou, it was free. In its wake, the Nasdaq tumbled 3%, Nvidia shed 17% in a single session, wiping out $589bn in market cap, the biggest wipeout of shareholder value ever recorded in a single day.

April 28, 2026 at 03:56 pm

Where did Chinese AI go?

On January 27, 2025, an unknown app takes the top spot on the US App Store. It is called DeepSeek, it is from Hangzhou, and it is free. Almost immediately, the Nasdaq tumbles 3%, Nvidia drops 17% in a single session and sees $589bn in market cap evaporate, the largest one-day wipeout of stock market value ever recorded.

April 28, 2026 at 02:57 pm

SAP and Inficon etch record highs, Capgemini loses the signal

European tech is putting on a show, with SAP and Atoss surging on cloud and AI, and Inficon riding the semiconductor wave, everything looks under control. Meanwhile, Electrolux collapses on an operating loss versus an expected profit, Mondi sees Ebitda shrink by 27%, and Capgemini absorbs a sharp UBS downgrade. The market forgives nothing.

April 24, 2026 at 09:24 am

AI, Aviation, Silver: The Great Silent Shortage

Three markets, three points of tension, and the same underlying message: supply is faltering in the face of structural demand. From AI to aviation and precious metals, here is an overview of the vulnerabilities emerging as April comes to a close.

April 23, 2026 at 10:41 am