Kevin Smith

Outsized Ambitions at Brookfield Asset Management as it Doubles Down on Private Credit

In the asset management sector, the two most meteoric entrepreneurial success stories of recent decades have undoubtedly been BlackRock and Brookfield-the former with its ETFs, the latter with its alternative management solutions.

April 14, 2026 at 10:12 am

Fastenal down, despite in-line results as gross margin remains under pressure

Fastenal reported quarterly results that met expectations, bolstered by market share gains and customer contracts. However, the stock tumbled as the market appeared to penalize the fact there were no real significant pleasant surprises, as well as persistent pressure on gross margins.

April 14, 2026 at 07:04 am

A pivotal year for Antin Infrastructure Partners

Antin displayed impeccable timing when it went public at EUR30 per share amidst the infrastructure mania of September 2021.

April 13, 2026 at 02:38 pm

CoreWeave: The Standard-Bearer of the AI Gold Rush

As an emblematic example of the artificial intelligence gold rush, CoreWeave has divided observers over the long-term sustainability of its business model.

April 13, 2026 at 01:23 pm

Anthropic's Claude Mythos triggers sell-off in cybersecurity stocks

Investors punished cybersecurity specialists amid fears that AI will accelerate vulnerability discovery and undermine traditional defense tools.

April 13, 2026 at 08:32 am

Iberdrola reportedly pauses sale of 1 GW Spanish solar portfolio

The Spanish utility has allegedly suspended the divestment process for a minority stake in a solar portfolio worth about $1bn, amid stalled negotiations and waning buyer interest.

April 13, 2026 at 08:28 am

Western Union continues with double-digit dividend yield

The global leader in consumer money transfers is navigating the second dramatic imperative for reinvention in its history.

April 10, 2026 at 10:07 am

Sensitive issues and market correction at Ferrari

The supercar manufacturer is facing its sharpest stock market slump since its initial public offering a decade ago.

April 09, 2026 at 09:32 am

The Duval family throws in the towel at Eramet as the group seeks a white knight

There has been a string of disasters for the French mining group, which has been caught in a swirl of bad news over the past few quarters.

April 08, 2026 at 10:50 am

Bill Ackman highly (too?) confident about Universal Music Group takeover bid

News broke this morning that Bill Ackman has proposed a takeover bid for Universal Music Group that values the company at nearly EUR56bn, or over EUR30 per share - almost double the closing price on April 2.

April 07, 2026 at 09:46 am

A series of setbacks for Tessenderlo Group

The industrial conglomerate led by Flemish entrepreneur Luc Tack, which recently expanded its operations in the United States and France, is returning to growth, although is still suffering from severe margin compression.

April 05, 2026 at 06:56 pm

Eutelsat: A victim of the orbital gap in ambitions between Europe and the US

Persistent rumors of an Amazon takeover of satellite operator GlobalStar could provide some solace to Eutelsat shareholders.

April 02, 2026 at 09:53 am

South African operator MTN reaps the rewards of its restructuring

2025 was a vintage year for Africa's leading telecom operator, which has completed major restructuring over the past few years.

April 02, 2026 at 07:11 am

Perfect timing for Allied Gold shareholders selling at the top

Canadian miner Allied Gold's stint as a public company may have been brief, but it proved highly lucrative.

April 01, 2026 at 10:36 am

Exor bides for time, but the market can't wait

The Agnelli family holding company has seen its Net Asset Value retreat following the slump in its listed holdings in Ferrari and Stellantis.

March 30, 2026 at 03:46 pm

China Mobile flirts with record dividend yield

The world's leading telecom operator is delivering a growth rate that would be the envy of its Western peers.

March 30, 2026 at 10:09 am

Delivery Hero still stuck in a traffic jam

It is an understatement to say that MarketScreener has always expressed reservations about the meal delivery sector in general, and Delivery Hero in particular.

March 27, 2026 at 01:03 pm

Jefferies: Bad Press, but Not (Yet) in Bad Shape

It never looks good when a bank's boss sells off a portion of his holdings-even a small one-to treat himself to a yacht.

March 26, 2026 at 01:33 pm

Concentrix is still struggling

The provider of customer service solutions posted disappointing quarterly results yesterday.

March 25, 2026 at 01:42 pm

Securitas reaps the rewards of favorable currency tailwinds

Weighed on by the Swedish krona exchange rate, which appreciated significantly in 2025, the Swedish security services group reported a 4.2% decline in FY 2025.

March 24, 2026 at 01:22 pm

A courtesy stake between Berkshire Hathaway and Tokio Marine

Tokio Marine shares saw a strong session on the Tokyo Stock Exchange after the Japanese insurer announced yesterday that it was welcoming Berkshire Hathaway into its capital.

March 24, 2026 at 08:37 am