Kevin Smith

GSK to Acquire Nuvalent

The British pharmaceutical giant has reached an agreement to acquire U.S.-based Nuvalent for $10.6bn, exceeding initial market rumors that suggested a valuation closer to $9bn.

June 09, 2026 at 07:50 am

Meta shares weighed on by capital increase rumors

Meta shares closed Friday's session down 5.5%, with more rumors of a potential capital increase in the air.

June 08, 2026 at 07:32 am

Paradigm shift and a new era for Alphabet's shareholders

In the world of finance, the most sensational news of the week was undoubtedly the $80bn capital increase announced by Alphabet.

June 07, 2026 at 08:06 am

Sartorius AG out of favor, as mwb research maintains Sell rating

Sartorius AG shares are under pressure on the Frankfurt Stock Exchange, shedding 3.5% at EUR241. Beyond profit-taking following two consecutive sessions of gains, an analyst reaffirmed a Sell recommendation on the stock, leaving the TP unchanged at EUR190.

June 05, 2026 at 04:22 pm

US Employment Regains Momentum, Complicating the Fed's Task

Official and alternative data are converging toward a clearer recovery in the US labor market, while inflation remains too high to justify interest rate cuts by the Fed.

June 05, 2026 at 03:27 pm

Getlink remains a market darling

Getlink has enjoyed an excellent start to 2026, publishing its monthly shuttle service activity statistics this morning.

June 05, 2026 at 09:18 am

Ciena slumps despite record quarter, weighed on by lofty expectations

Despite beating estimates and raising its annual guidance once again, Ciena Corporation shares are tumbling approximately 16% on Wall Street following its quarterly release. However, this move must be viewed in context: the American optical networking equipment provider's stock is still up about 120% YTD, fueled by the frenzy surrounding artificial intelligence infrastructure.

June 04, 2026 at 06:20 pm

Nikkei hits record high

The Nikkei has never been higher. Driven by artificial intelligence, the Japanese index crossed the 67,000-point mark for the first time on June 1. However, behind this surge, the rally is much narrower than it appears.

June 04, 2026 at 03:28 pm

Private credit jitters rattle alternative asset management giants

Major alternative asset managers are retreating on Wall Street this Wednesday following renewed concerns over private credit. Blackstone, KKR, Blue Owl and Ares are all trading down between 4% and 5% as investors await upcoming updates on redemption requests within unlisted private credit funds.

June 03, 2026 at 08:27 pm

Vanguard hits $1 trillion milestone with its S&P 500 ETF

The Vanguard S&P 500 ETF, known by the ticker VOO, has crossed the symbolic $1 trillion mark in assets, a first for an exchange-traded fund. The vehicle has quadrupled its assets under management since 2022 and has overtaken State Street's SPY, the long-standing market benchmark, driven by the Wall Street rally, steady inflows into index products, and the search for exposure to US large-cap stocks linked to artificial intelligence.

June 03, 2026 at 06:06 pm

Berenberg remains bullish on Ferrari

Ferrari shares are trading in the red (-1.2% at EUR301) on the Milan Stock Exchange, following a 4-session winning streak during which the stock has rien by 7.40%.

June 03, 2026 at 10:04 am

Is the US Economy Accelerating again?

Several leading economic indicators suggest that this may be the case. Despite oil prices hovering near $100 a barrel and consumer sentiment surveys hitting record lows, several signals point toward a reacceleration since the beginning of the year.

June 03, 2026 at 07:27 am

UniCredit-Commerzbank: The Italian lender seeks to jumpstart European banking concentration

UniCredit has crossed the strategic 30% threshold in Commerzbank, strengthening its influence in a case that extends far beyond a simple tie-up between two banks. The move could serve as a major precedent for banking consolidation across Europe.

June 03, 2026 at 07:15 am

Supermicro and Arm Tackle AI's Achilles' Heel: Energy Consumption

Super Micro Computer is partnering with Arm to launch a new generation of AI-focused servers designed to pack more computing power into data centers while curbing electricity consumption.

June 02, 2026 at 08:49 pm

IBM's outlook on AI and its ongoing transformation

IBM CEO Arvind Krishna recently shared his perspective on AI - bubble or not? - and the strategic overhaul of his group.

June 02, 2026 at 03:05 pm

Bayer faces mounting legal risks in the United States

Bayer is the biggest faller on the DAX 40 today, tumbling 4.57% to EUR33.5 by mid-afternoon. The German giant is grappling with several legal pressures in the United States, heightening the already significant concerns surrounding the stock.

June 02, 2026 at 02:45 pm

Elliott pushes Northern Star to consider a sale

The American activist fund has built a stake exceeding AUD 1bn (c. $710m) in the gold mining group. It is demanding a strategic review, which could lead to a sale of the company, following a series of operational setbacks and cost overruns.

June 02, 2026 at 01:53 pm

AI Boom Remains Largely Theoretical at Hewlett Packard Enterprise

The AI boom remains largely theoretical at Hewlett Packard Enterprise, as we noted last December.

June 02, 2026 at 09:56 am

Anthropic prepares for its IPO

Anthropic has taken a significant step towards Wall Street by confidentially filing a draft registration statement for an initial public offering with the SEC. The creator of Claude, a primary rival to OpenAI in the generative AI space, noted that the number of shares to be offered and the price range have yet to be determined, as the transaction remains subject to market conditions and a regulatory review.

June 01, 2026 at 07:16 pm

EasyJet soars after expression of interest from Castlelake

easyJet shares surged on the London Stock Exchange shortly after the opening bell (+10.6% to 440 pence), following an expression of interest from Castlelake LP.

June 01, 2026 at 09:33 am

Trading at a valuation floor, Elastic breaks even and pivots towards AI

Since the explosion of large language models, the search and data analytics specialist - through its flagship Elasticsearch engine - has repositioned itself as a foundational layer for artificial intelligence.

June 01, 2026 at 08:49 am