Grégoire Legrand

Ameriprise Financial, Inc. : Sustained Growth thanks to Wealth Management

Founded in 1894 and headquartered in Minneapolis, Ameriprise Financial provides financial planning, wealth management, asset management, and protection solutions to individuals and institutions. Ameriprise continues to benefit from steady client inflows, strong market performance, and the rising demand for personalized financial advice across US households. Let's take a closer look.

December 08, 2025 at 08:38 am

TransUnion : Accelerating Growth Through Data

Founded in 1968 and headquartered in Chicago, Illinois, TransUnion has evolved from a traditional U.S. credit bureau into a global information and analytics powerhouse. Today, the company operates in more than 30 countries, employing over 13,000 people and serving hundreds of millions of consumers and more than 100,000 corporate clients. Let's take a closer look.

November 28, 2025 at 07:53 am

Littelfuse, Inc. : Quiet Power Behind Electrification

Founded in 1927 and headquartered in Chicago, Illinois, Littelfuse has evolved from a fuse manufacturer into a diversified industrial technology leader. The group has 16,000+ employees, footprint in more than 20 countries, and 100,000+ end-customers applications - from electric vehicles to renewable energy grids, data centers, and factory automation systems. Let's take a closer look.

November 24, 2025 at 07:46 am

Lumentum Holdings Inc. : Scaling the Optics Behind the AI Data Boom

Lumentum emerged as a key supplier for the surge in AI-driven cloud networking thanks to its strength in indium-phosphide lasers and high-speed optical systems making it essential to moving data efficiently inside modern data centers. As the demand from cloud and AI customers is accelerating, the group aims to reshape its industry. Let's take a closer look.

November 17, 2025 at 07:46 am

IRhythm Technologies, Inc. : Transforming Cardiac Diagnostics via AI

Founded in 2006 and headquartered in San Francisco, iRhythm Technologies aims to revolutionize how cardiac arrhythmias are detected and managed. The company develops device-based technologies that provide ambulatory cardiac monitoring services with unprecedented accuracy and scale. Its flagship Zio System has become a standard of care for diagnosing arrhythmias such as atrial fibrillation, used by more than eight million patients and capturing over 2.5 billion hours of curated ECG data. Let's take a closer look.

November 10, 2025 at 07:46 am

Dycom Industries, Inc. : Connecting the Digital Backbone of America

Since its founding in Florida in 1969, Dycom Industries has grown from a regional contractor into a national leader in telecommunications and utility infrastructure. Today, the company brings together roughly forty operating subsidiaries and more than fifteen thousand employees, offering everything from network engineering and design to construction, maintenance, and installation. Its work forms much of the unseen foundation behind America's broadband, fiber, and 5G connectivity.

November 04, 2025 at 08:03 am

Option Care Health, Inc. : Redefining Infusion Therapy Across America

Founded in 1979 by two pharmacists Michael Prime and Mitchell Hoggard, Option Care Health is today the largest independent provider of home and alternate-site infusion services in the United States. It operates today more than 5,000 clinicians deliver therapy and care coordination through 185 locations across 43 states therefore operating a national network that supports complex, costly biologic and specialty therapies outside the hospital. Let's take a closer look.

October 27, 2025 at 08:33 am

Danaher Corporation : Re-Emerging as a Pure-Play Life Sciences Leader

Headquartered in Washington D.C, Danaher is one of the most disciplined and well-run science and technology companies in the world. Guided by the Danaher Business System (DBS), it focuses on biotechnology, life sciences, and diagnostics-fields that sit at the heart of modern healthcare innovation. The company's goal is simple yet ambitious: to accelerate scientific discovery and improve human health by providing the tools that make research, diagnosis, and biopharmaceutical production faster, more precise, and more reliable. Let's take a closer look.

October 20, 2025 at 07:58 am

Otis Worldwide Corporation : Steady Ascent in a Slower Market

Otis is the global leader in elevator and escalator manufacturing, installation, and service. Every day, its systems move more than 2.4 billion people across over 200 countries and territories. With a maintenance portfolio of approximately 2.4 million units - the largest in the industry - Otis benefits from a global scale. Let's take a closer look.

October 13, 2025 at 07:48 am

Phibro Animal Health Corporation : New Animal Growth Phase

Phibro Animal Health became one of the most dynamic mid-cap names in the animal health space. Known for its broad mix of medicated feed additives, vaccines, and nutritional specialties, the company has reshaped its portfolio through the acquisition of Zoetis' MFA line. While that surge will normalize as integration matures, momentum in higher-margin areas like Vaccines and Nutritional Specialties remains strong. At the same time, Phibro's "Phibro Forward" program is tightening operations and improving profitability, setting the stage for a more balanced, efficient business heading into 2026. Let's take a closer look.

October 09, 2025 at 08:25 am

RPM International Inc. : A Dividend King That Keeps Building

Founded in 1947 and headquartered in Medina, Ohio, RPM International Inc. remains a global leader in specialty coatings, sealants, and building materials. From residential paints to industrial flooring and waterproofing systems, the company's diversified portfolio reaches nearly every corner of the construction and maintenance markets.

October 08, 2025 at 07:50 am

Moog Inc. : Flight, Space, and Industrial Systems Leader

Founded in 1951 by Bill and Art Moog and Lou Geyer, the company began as Moog Valve. Over the decades, the company expanded beyond hydraulic valves to become a global leader in high-performance precision motion control systems. Today it serves a broad range of applications across aerospace, defense, and industrial markets. Let's take a closer look.

October 06, 2025 at 07:59 am

Ball Corporation : Global Leader in Aluminum Packaging Under Strain

Founded in 1880 and based in Westminster, Colorado, Ball Corporation is a global leader in aluminum packaging. It produces beverage cans for soft drinks, beer, energy drinks, and other beverages, while also manufacturing aerosol containers, reclosable bottles, aluminum cups, and slugs for personal care and household products across the U.S., Brazil, and international markets.

September 29, 2025 at 07:44 am

AMETEK, Inc. : Compounding Industrial Innovation

Founded in 1930 and rebranded in 1961, Ametek has become a global leader in electronic instruments and electromechanical devices by combining steady organic growth with a disciplined acquisition strategy. By focusing on specialized industrial niches, the group operates today in over 30 countries with more than 22,000 employees. Let's take a closer look.

September 29, 2025 at 07:43 am

Cognex Corporation : Vision at the Core of Automation

Cognex, founded in 1981, is a leader in machine vision, building the "eyes" of modern industry with cameras, barcode readers, and AI software that handle identification, inspection, and measurement. Its technology drives speed and precision across logistics, automotive, and electronics-helping factories and warehouses run beyond human limits. Let's take a closer look.

September 22, 2025 at 07:51 am

Wynn Resorts, Limited : Casinos are facing transformation

Wynn Resorts is a premium developer and operator of luxury integrated resorts with exposure to three of the world's most profitable gaming markets-Macau, Las Vegas, and the greater Boston region. After having completed a heavy post-pandemic rebuild, the group is harvesting near-record property?level profitability in the US and expect to have a Wynn Resort withing 8 hours of 96% of the world's population in early 2027.

September 22, 2025 at 07:50 am

On Wall Street, it's four records for the price of one

September 2025 is challenging the month's reputation as a perennial drag on equities. Historically the weakest period for markets, this September has so far defied the pattern. With no convincing catalysts to push stocks lower, investors have instead lifted them higher, encouraged by massive commitments to building out the infrastructure that will turn the world into one vast data center. The week closes with the Bank of Japan's latest policy decision, a scheduled call between Donald Trump and Xi Jinping, equity indexes at record highs, and even a reminder of lingering vulnerabilities in the form of fresh cybersecurity incidents.

September 19, 2025 at 02:32 pm

Analyst recommendations: Meta Platforms, Johnson & Johnson, Intel, Marathon Petroleum, FedEx...

Every morning, find a selection of analysts' recommendations covering North America. The list only includes companies that have been the subject of a change of opinion or price target, or of a new coverage. It may be updated during the session. This information can be used to shed light on movements in certain stocks or on market sentiment towards a company.

September 19, 2025 at 02:04 pm

Jerome, you're going to be in big trouble!

The Fed cut interest rates yesterday, as expected, while signaling the possibility of further reductions. Jerome Powell struck a slightly more cautious tone than markets had anticipated - a nuance that could again draw fire from Donald Trump, who has made the Fed chairman his favorite target. Wall Street's reaction was muted, with major indexes closing near equilibrium. Investors now prefer to let the dust settle before taking stronger positions, unless they simply choose to ride the current, gentle bullish wave.

September 18, 2025 at 02:33 pm

Analyst recommendations: Autozone, Crowdstrike, Deere & Company, Micron Technology, MongoDB...

Every morning, find a selection of analysts' recommendations covering North America. The list only includes companies that have been the subject of a change of opinion or price target, or of a new coverage. It may be updated during the session. This information can be used to shed light on movements in certain stocks or on market sentiment towards a company.

September 18, 2025 at 02:22 pm

The day the Fed resumed its rate cuts

A little further in this column, we will return to Jerome Powell, head of the Federal Reserve. But first, let's take a quick look at exchange rates, why they matter, and the effects they can have.

September 17, 2025 at 02:23 pm