Richard Sengmany

VanEck: "Semiconductors are the foundation of AI and the 4th industrial revolution"

In an era of economic transformation and the end of the traditional 60/40 model, portfolio construction is undergoing a profound change. Meeting in Paris yesterday, VanEck, the global asset manager, and Kepler Cheuvreux, an independent European financial services firm, highlighted the massive shift by investors toward thematic ETFs during a presentation for the press attended by MarketScreener.

October 15, 2026 at 03:42 pm

Oil: Growth in Demand to Slow in 2026, with Renewed Acceleration Expected in 2027 (OPEC)

In its October report, OPEC now expects global oil consumption growth to slow in 2026. It is expected to increase by 200,000 barrels per day year over year, versus the previously expected 400,000 barrels per day, amid intense geopolitical tensions in the Middle East.

October 15, 2026 at 10:15 am

ASX Listing: Glencore Reaffirms Its Economic Weight in Australia

Glencore, an Anglo-Swiss commodities trading and mining company, made its debut on Australia's main stock exchange, the Australian Securities Exchange (ASX), under the ticker symbol GLC.

October 14, 2026 at 01:30 pm

Haffner Energy and Mundi Energies strengthen their strategic and financial alliance

Against a backdrop of accelerating industrial and commercial activity, Haffner Energy and Mundi Energies have agreed to mobilize €8m, representing the entire equity investment program of up to €10m announced on July 27, of which an initial €2m tranche has already been fully completed.

October 13, 2026 at 05:27 pm

Implanet sales increase 18% in 3rd quarter

Implanet's revenue growth in the 3rd quarter of 2026 reached 18% at €3.44m. Revenue came to €10.57m in the first nine months of fiscal 2026, up 21%. This confirms the growth recorded over the past nine quarters.

October 13, 2026 at 05:07 pm

Eramet: French state becomes largest shareholder, stock plunges despite €500m capital increase

Despite two major announcements yesterday evening, Eramet plunged 7% Tuesday to €40.44, posting one of the steepest declines in the SBF 120. The mining and metals group confirmed plans to launch a €500m capital increase in the fourth quarter of 2026, as discussed last February. The transaction will be accompanied by an increase in the French state's stake in the company.

October 13, 2026 at 03:28 pm

Oddo BHF AM: How artificial intelligence is shaping the "augmented portfolio manager"

Innovation is profoundly transforming the asset management industry. New sources of information and analysis, enhanced research, evolving investment processes, development of new areas of expertise: asset management firms are constantly adapting their approaches to meet an increasingly demanding environment.

October 13, 2026 at 02:42 pm

Bp: net debt reduction and mixed outlook in Q3

bp stands out on the London Stock Exchange: up 1.17% at 594.90 pence, the stock is posting one of the strongest gains on the FTSE 100 on Tuesday morning. This upward momentum follows the release of a reassuring trading update, allowing the British oil and gas company to regain investors' confidence after a period of uncertainty over its financial health.

October 13, 2026 at 02:29 pm

AXA Future Risks 2026: AI Becomes the World's Top Risk, Ahead of Climate Change

AXA has published the 13th edition of the AXA Future Risks Report, produced in partnership with Ipsos. Each year, the report analyzes how perceptions of risk are changing based on responses from thousands of experts and members of the public worldwide.

October 13, 2026 at 11:30 am

MSH creates new entity dedicated to employee benefits captives in Luxembourg

MSH, a subsidiary of Diot-Siaci, a European player in corporate insurance and reinsurance brokerage and international private medical insurance (IPMI), announced the creation of Elucin. The new entity is dedicated to employee benefits captives and is based in Luxembourg.

October 13, 2026 at 11:20 am

HRS extends capital increase and secures cash through February 2027

HRS, the European leader in hydrogen refueling stations, announced Friday that it was extending the subscription period for its capital increase announced on Sept. 29 through Oct. 23 at the latest. The extension was granted to allow the completion of the administrative formalities required before the subscription by Arago Technologie, the parent company of Azur DataCenter.

October 12, 2026 at 08:24 am

Nordex orders climb nearly 30% in Q3

In Q3 2026, Nordex booked 2,810 MW of orders in the Projects segment, excluding Services activities, up 29.5% y-o-y. In the first nine months of 2026, orders at the wind turbine manufacturer reached a total of 7,733 MW, up 16.1% y-o-y.

October 12, 2026 at 08:21 am

Europe selects Arverne's Lithium de France project as a strategic initiative

Arverne, a French geothermal solutions provider, announced that the European Commission has designated Lithium de France as a strategic project under the Critical Raw Materials Act (CRMA). The project, being developed in Alsace by the company, is considered one of the essential initiatives for Europe's industrial and energy independence.

October 09, 2026 at 05:23 pm

ArcelorMittal a CAC 40 leader, as UBS turns bullish

The steel giant (+5.46% to EUR57.18) is leading the CAC 40 following an upgrade from UBS, which upgraded its rating from neutral to buy, with its target price lifted from EUR61 to EUR71, representing upside potential of approximately 17%.

October 09, 2026 at 01:02 pm

High Yield: Historically Low Spreads Amid Rate Pressure (Fitch Ratings)

US and European high-yield bond markets are benefiting from strong investor demand that exceeds supply, helping keep spreads at historically low levels, despite rising government bond yields and a gradual deterioration in credit quality, Fitch Ratings says. Demand is particularly strong for "BB"-rated issuers, which offer an attractive combination of yield and lower default risk.

October 09, 2026 at 08:27 am

Devon Energy sells Eagle Ford assets to Crescent Energy for $4.2bn

Devon Energy Corp. announced today that it has signed a definitive agreement to sell its assets in the Eagle Ford Basin in Texas to Crescent Energy Company for total consideration of $4.2bn in cash, subject to customary closing adjustments.

October 08, 2026 at 03:13 pm

Energy shock, bond market volatility and AI bubble: Allianz Trade unveils its scenarios for 2026-2028

At a press lunch meeting held at its offices yesterday, attended by MarketScreener and other journalists, Allianz Trade presented its economic outlook through 2028.

October 08, 2026 at 02:52 pm

New Gas Discovery for Equinor in Norway

Equinor and its partners have discovered gas in the Gullfaks South field, located 190 kilometers northwest of Bergen, Norway.

October 08, 2026 at 09:51 am

FDE: €25m in unrealized gas losses, stock plunges

La Française de l'Energie (-18.81% at €14.50) plunged on the Paris Bourse on Wednesday. The stock was hit by confirmation that the company is gradually unwinding the overhedging of its gas portfolio, an issue already discussed in its July 16 statement.

October 07, 2026 at 03:39 pm

US Shale: Chevron Halves Transportation Costs

Chevron Corporation announced yesterday that several of its subsidiaries have entered into a series of definitive agreements with Hess Midstream LP to restructure the terms of its midstream contracts in the Bakken basin and establish new ones for the DJ basin (Denver-Julesburg).

October 07, 2026 at 10:05 am

Shell anticipates surge in refining margins and gas boost in Q3

Shell (+0.30% at 3,662.50 pence) edged higher within the FTSE 100 on the London Stock Exchange on Wednesday, after releasing broadly reassuring financial and operational guidance for Q3 2026 this morning. The British oil and gas company nevertheless said its outlook remains indicative and subject to adjustments before the release of its final full quarterly results, scheduled for October 29, 2026.

October 07, 2026 at 09:33 am