Nicolas Thomas

Interactive Brokers Beats Expectations, Lifted by Leverage Fever

Interactive Brokers topped expectations in Q1, thanks to strong client activity and rapid expansion in margin lending. The broker posted adjusted net revenues of $1.88bn, up 27% y-o-y and above the consensus of $1.80bn. Adjusted EPS rose 35% to $0.69, versus $0.64 expected, although the stock was fairly flat in after-hours electronic trading.

July 21, 2026 at 09:42 pm

What If Kimi K3 Reignites Chinese Tech Like DeepSeek in 2025?

After nearly a year of correction and falling about 50% from its November peak, the CSI China Internet Index, tracked by the KWEB ETF, is showing signs of life as Moonshot AI impresses with its new Kimi K3 model. Chinese technology may have found the catalyst that can turn a technical bounce into a genuine reversal.

July 21, 2026 at 09:36 pm

United Kingdom: Andy Burnham steadies gilts, but promises an economic pivot

Andy Burnham's arrival at Downing Street has not unsettled the UK markets. Investors are now waiting to see whether his social and industrial ambitions will remain compatible with the budget discipline he has promised.

July 21, 2026 at 07:10 am

Archer Aviation takes off after unveiling autonomous military aircraft with Anduril

Archer Aviation's stock rose over 20% after showcasing Thunder, an autonomous vertical takeoff and landing military aircraft developed with Anduril. Unveiled at the Farnborough International Airshow, the new aircraft is designed to fly alongside crewed planes and helicopters during military operations, marking a new step in the partnership the two companies formed in 2024.

July 20, 2026 at 07:26 pm

Infineon and Aixtron both rise, boosted by mwb upgrades

Infineon is up 0.5% to EUR64, slightly outperforming a listless DAX in Frankfurt, following a rating upgrade from mwb, to "hold" from "sell" on the semiconductor maker. It argues that the share price decline has brought the stock closer to fair value, which it maintains at EUR60.

July 20, 2026 at 03:39 pm

Alphabet slips after reports of a delay for Gemini 3.5 Pro

Alphabet shares fell more than 4% on Thursday after reports pointed to a postponement of the Gemini 3.5 Pro launch. According to several sources, Google is still seeking to improve the performance of its artificial intelligence model, as competition continues to intensify with OpenAI, Meta, and Anthropic.

July 17, 2026 at 02:27 pm

MarketScreener's Odds and Ends: Adidas Will Certainly Lift the World Cup

Ukrainians want the war to end, but not at any price; China is taking advantage of gold's pullback to top up its reserves; and Adidas is already guaranteed to lift the trophy with a 100% three-stripes final.

July 16, 2026 at 03:39 pm

Accenture develops an AI assistant for the European Commission's DG INTPA

Accenture says that it has worked with the European Commission's (EC) Directorate-General for International Partnerships (DG INTPA) on the design, development and large-scale rollout of an AI assistant that is reshaping how thousands of employees work for DG INTPA around the world.

July 16, 2026 at 07:50 am

BlackRock set to rise sharply after quarterly results

The asset manager posted solid results, including revenue above consensus and a record level of assets under management. BlackRock also says it has ''never been more optimistic about growth ahead'' and is boosting its share buyback program. That enthusiasm is persuading markets: the stock is up around 3% in pre-market trading on Wall Street.

July 15, 2026 at 01:56 pm

Richemont relights luxury's flame

Geneva-based Richemont has regained sector leadership in recent months, with LVMH and Hermes having slowed a bit. Its Q2 numbers confirm the company's position and point to better outlooks for the sector.

July 15, 2026 at 08:14 am

CNBC/NRF measures a jump in US consumer spending (but keep it in perspective)

US retail sales rose sharply year over year in June, but the monthly pace suggests this acceleration owes more to a favorable base effect than to a real shift in the consumer spending trend.

July 14, 2026 at 08:12 am

Can AI make South Korea the Norway of Asia?

Seoul and Taipei are taking in a deluge of dollars thanks to the artificial intelligence boom. But turning this windfall into lasting national prosperity, along the lines of Norway's sovereign wealth fund that everyone holds up as a model, is far from straightforward and remains a political gamble.

July 13, 2026 at 01:30 pm

Can AI's newly rich revive luxury stocks?

While Wall Street is getting drunk on silicon, part of the wealth created by artificial intelligence is landing in Asia's luxury department stores. Bernstein sees an ''AI wealth effect'' that could boost Q2 sales. Enough to wake up a sector that's been pretty sleepy?

July 13, 2026 at 09:48 am

Fed: Kevin Warsh names the architects of his new monetary doctrine

The Fed chairman has appointed the leaders of five task forces charged with reviewing communications, the balance sheet, data, productivity and inflation analysis.

July 10, 2026 at 05:47 pm

Bayer teams up with Apollo and raises EUR3bn

The German chemicals and pharmaceuticals giant has sold a minority stake in its contraceptives business (LARC) to US fund Apollo, aiming to address major debt maturities and legal disputes.

July 10, 2026 at 10:28 am

SK Hynix rides the wave

The Korean memory specialist's dual listing in the United States comes at an opportune moment.

July 10, 2026 at 08:32 am

MarketScreener Odds and Ends: Trump, the trader-president?

Donald Trump is racking up stockmarket trades, Copenhagen keeps its title as the world's most livable city and all the gold ever known would fit into a sphere about thirty meters across.

July 09, 2026 at 03:10 pm

AstraZeneca shares slump after clinical trial fails

AstraZeneca shares slid on the London Stock Exchange (-9.49%, to 12,888 pence) after announcing a Phase III trial failure for Wainua, developed by the Anglo-Swedish drugmaker and Ionis, in patients with transthyretin amyloid cardiomyopathy.

July 09, 2026 at 09:30 am

Backed by Uber, Lime still needs to convince investors that its model is viable

Urban micromobility specialist Lime went public last week.

July 08, 2026 at 10:13 am

Rivian stock slides on $1.5bn capital increase

Rivian Automotive announced a public offering of 75m Class A common shares, a move that sent the stock down about 12% in early trading. Based on Monday's closing price of $20.14, the fundraising is expected to bring in nearly $1.51bn. The automaker also included an option allowing the banks to buy up to 11.25m additional shares.

July 07, 2026 at 03:50 pm

Crypto prediction contracts are not just simple bets

Esma has just issued a clarification, reminding the market that binary-outcome contracts based on financial assets may be derivatives that cannot be marketed to retail investors.

July 07, 2026 at 01:23 pm