Market Analysis : Must Read

Jerome Powell stays the course amid a divided Fed

Jerome Powell stays the course amid a divided Fed

Risks on both sides of the mandate are making the Fed's job difficult.

December 11, 2025 at 04:18 pm IST

Amid cost-of-living concerns, Donald Trump hits the campaign trail again

Amid cost-of-living concerns, Donald Trump hits the campaign trail again

On Tuesday night in Pennsylvania, the American president began a series of trips to highlight his economic record. With less than a year to go before the midterms, the cost of living has emerged as...

December 11, 2025 at 03:46 pm IST

SpaceX targets a record IPO of more than $25bn in 2026

SpaceX targets a record IPO of more than $25bn in 2026

SpaceX, the space company founded by Elon Musk, plans to raise more than $25bn in an initial public offering slated for 2026, according to a source familiar with the matter. The deal could push the...

December 11, 2025 at 03:03 pm IST

Grizzly Research targets Ceres Power

Grizzly Research targets Ceres Power

Grizzly Research just announced that it is short on Ceres Power. It has published a new report questioning the commercial outlook of the UK solid oxide fuel-cell developer whose shares have surged in...

December 11, 2025 at 02:48 pm IST

ABC of financial analysis: the number of shares outstanding

ABC of financial analysis: the number of shares outstanding

The capital of listed companies is divided into a certain number of shares outstanding.

December 11, 2025 at 02:30 pm IST

Are analysts over-optimistic?

Are analysts over-optimistic?

According to FactSet, in 2026 analysts expect 14.5% EPS growth for S&P 500 companies.

December 09, 2025 at 09:09 pm IST

Photonics: the new oil of data centers

Photonics: the new oil of data centers

The great AI factories are no longer marketing metaphors. We now speak of data centers with 100,000 GPUs and more, interconnected in tight clusters where every millisecond lost costs billions of...

December 09, 2025 at 08:09 pm IST

Finally, it's inevitable: investors prepare for a third cut in Fed rates

Finally, it's inevitable: investors prepare for a third cut in Fed rates

Market expectations have varied in recent weeks, but the Fed is expected to cut rates by 25 basis points on Wednesday. However, the FOMC remains divided - and the absence of shutdown-related data...

December 09, 2025 at 05:18 pm IST

The return of Google Glass weighs on EssilorLuxottica

The return of Google Glass weighs on EssilorLuxottica

In 2026 Alphabet, Google's parent company, plans to launch its first generation of smart glasses integrating Gemini AI, according to Bloomberg. The project marks its return to the burgeoning augmented...

December 09, 2025 at 03:44 pm IST

Australian central bank holds rates at 3.6% and delays before potential hike

Australian central bank holds rates at 3.6% and delays before potential hike

The Reserve Bank of Australia has decided to keep its cash rate at 3.60%, while saying that it is not in a hurry to tighten monetary policy despite rising inflationary pressures.

December 09, 2025 at 02:58 pm IST

The US authorizes Nvidia to export its H200 chips to China, with a 25% tax

The US authorizes Nvidia to export its H200 chips to China, with a 25% tax

Donald Trump announced that Nvidia will be able to sell its AI chips H200 to China, in exchange for a 25% import tax. A decision that draws mixed reactions in Washington.

December 09, 2025 at 01:39 pm IST

Should the ECB's mandate change?

Should the ECB's mandate change?

In an interview with Les Echos, Emmanuel Macron revived the idea of changing the ECB's mandate to take growth and employment into account. The ECB has long been criticized for focusing solely on...

December 08, 2025 at 09:16 pm IST

Overview of 2026 prospects published by the largest banks

Overview of 2026 prospects published by the largest banks

To attempt a balanced article, two American banks, JPMorgan and Goldman Sachs, and two European banks, BNP Paribas and Barclays, were selected.

December 08, 2025 at 12:52 pm IST

The end of the "European discount" for TotalEnergies?

The end of the "European discount" for TotalEnergies?

Patrick Pouyanné bets on the launch of a cross-listing in New York to energize Total's stock. The average P/E over the last four years for its two American peers, Chevron and Exxon Mobil, is 48%...

December 08, 2025 at 12:30 pm IST

Earnings calendar for week of December 8-12, 2025: Oracle, Adobe, Broadcom a trio to watch

Earnings calendar for week of December 8-12, 2025: Oracle, Adobe, Broadcom a trio to watch

Welcome to the earnings publication calendar for the listed companies for the week of December 8-12, 2025. Amongst this week's main announcements are those Oracle, Adobe and Broadcom, big AI-related...

December 08, 2025 at 02:05 am IST

The Week in Review: trying to circumvent the Chinese

The Week in Review: trying to circumvent the Chinese

The 5 stories of the week Trying to Circumvent the Chinese Emmanuel Macron this week undertook a three-day visit to China, his fourth state visit since 2017. In Beijing, then Chengdu, the French...

December 05, 2025 at 11:20 pm IST

The Best Articles of the Week: Where we cross paths with Donald Trump, Taylor Swift and a teddy bear

The Best Articles of the Week: Where we cross paths with Donald Trump, Taylor Swift and a teddy bear

This week in the MarketScreener press roundup, Taylor Swift sells Cartier to Gen Z, while Trump hoards gifts from the Gulf and pardons scammers. We learn that New York offices dream of cosy studios,...

December 05, 2025 at 02:52 pm IST

He's also taking a big risk: the Fed chair nomination puts Scott Bessent under pressure

He's also taking a big risk: the Fed chair nomination puts Scott Bessent under pressure

If the next Fed chair does not meet Donald Trump's expectations, the Treasury secretary could lose the president's trust.

December 04, 2025 at 09:25 pm IST

MarketScreener roundup: Poxel, Haffner, Europlasma, the Return of the Living Dead

MarketScreener roundup: Poxel, Haffner, Europlasma, the Return of the Living Dead

Dilutive financings continue to ravage the stockmarket. However, as the mechanism remains legal, they keep expanding. It is therefore occasionally necessary to remind small shareholders of the havoc...

December 04, 2025 at 08:57 pm IST

Fusion-Portfolios: the Trio that triggers the Reaction

Fusion-Portfolios: the Trio that triggers the Reaction

Our approach has focused our research on the nuclear value chain, a strategic market booming thanks to energy security imperatives and new investment cycles. Rigorous criteria were applied to isolate...

December 04, 2025 at 08:43 pm IST

1 2 3 4 5

Markets Wanted a Party. The Economy Brought a Reality Check.

Today's Editorial

Markets Wanted a Party. The Economy Brought a Reality Check.

ABB: A technological infrastructure asset, the European pillar of automation

Stock Pick

ABB: A technological infrastructure asset, the European pillar of automation

Headlines

Is AutoZone ready to put its foot down again?

Is AutoZone ready to put its foot down again?

BHP Group: Mining marvels and copper dreams

December 11, 2025 at 06:06 pm IST

BHP Group: Mining marvels and copper dreams

Tencent's AI of the Tiger Unlocked

December 11, 2025 at 06:03 pm IST

Tencent's AI of the Tiger Unlocked

Interviews

Every Media Company Has To Embrace AI: Dergarabedian

Every Media Company Has To Embrace AI: Dergarabedian

Disney licenses iconic characters, including Mickey Mouse and Cinderella to OpenAI for use on its artificial intelligence video platform and has agreed to take a $1 billion stake in the startup....

December 12, 2025 at 02:25 am IST

Oracle Slides on AI Spending, Erases More than $100B in Market Value

Oracle Slides on AI Spending, Erases More than $100B in Market Value

Oracle Corp. shares plunged after the company escalated its spending on AI data centers and other equipment, erasing more than $100 billion in market value. The latest earnings report and share...

December 12, 2025 at 01:34 am IST

More interviews

Forex Analysis

US rate futures raise rate-pause odds in January; still see two cuts in 2026

US rate futures raise rate-pause odds in January; still see two cuts in 2026

December 11, 2025 at 02:25 am IST

Fed's Powell says rate policy well positioned, future of policy not on pre-set course

Fed's Powell says rate policy well positioned, future of policy not on pre-set course

December 11, 2025 at 01:19 am IST

More Strategies

Index Analysis

US to host meeting of G20 officials without South Africa's participation, sources say

US to host meeting of G20 officials without South Africa's participation, sources say

December 11, 2025 at 04:09 am IST

Trump had several constructive interactions with Brazil's Lula on trade, Trade Representative Greer says

Trump had several constructive interactions with Brazil's Lula on trade, Trade Representative Greer says

December 11, 2025 at 03:37 am IST

More Strategies

Commodity Analysis

Indonesia expects to earn $179 million from planned gold export tax

Indonesia expects to earn $179 million from planned gold export tax

December 08, 2025 at 12:39 pm IST

Italy presses ahead with claim on central bank's $300 billion gold pile

Italy presses ahead with claim on central bank's $300 billion gold pile

November 27, 2025 at 03:25 pm IST

More commodity analysis

The best tools reserved for subscribers to boost the performance of your investments!