Analysis: Must Read

Weekly earnings calendar: Cisco, Adyen, Cerebras and Applied Materials to announce

Welcome to the weekly earnings calendar for listed companies for the week of August 10 to 14, 2026. Among the week's releases are results from Cisco Systems, Applied Materials, Antofagasta, RWE,...

Luxury: when Chinese consumers choose face cream over a bag

Less willing to spend several thousand euros on a handbag, Chinese consumers are turning to high-end beauty skincare. A new way to buy into prestige without breaking the bank.

This Week's Best Reads: a little soccer, lots of AI and a dash of conspiracy thinking

In our press review this week, the familiar fear of AI slipping beyond its creators' control and the comeback of monetary activism sit alongside Miami family offices and the birthplace of soccer. Pick...

Why won't the markets let go?

US indexes keep setting new highs. At first sight, it can feel like one of those stretches when markets seem to shrug off risk. However, the numbers tell a very different story. Today's equity rally...

BlackRock, Visa and Mastercard sign off on Circle's new blockchain

The crypto world wanted to bypass Wall Street. With Arc, Circle now seems to prefer building it a brand-new highway instead. And at the tollbooth, BlackRock, Visa, Mastercard and the DTCC are already...

America's golden age?

In any case, the numbers are impressive.

MarketScreener Odds and Ends: Tech, healthcare, AI and… River transport

This week's lineup spans very different worlds: a chance to broaden your general knowledge, understand why the S&P 500 is back to a more balanced level and, as a bonus, learn how to spot AI-generated...

Is it time to buy Korea?

The KOSPI fell 38.6% from its June peak. Samsung & SK Hynix make half the index. The exchange has halted trading more times this year than in all of 2008. Meanwhile, Korean defence, nuclear, gas...

A profit boom for US companies

Tech, energy, finance: the stars have never been more aligned for corporate America.

New record for the CAC 40

Legend has it that in the age of great exploration, mapmakers wrote Hic sunt dracones over uncharted territory. The CAC 40 has just entered its own dragon zone, setting a new record at 8,669 points...

Washington Redraws the Optical Components Market

For several years now, the technology war between the United States and China has focused on semiconductors. Restrictions targeting NVIDIA, ASML or lithography equipment have largely been in the...

For the Fed, September's battle has already begun

Even if Kevin Warsh says as little as possible, the market is no less focused on what the Fed is going to do.

Hyperscalers: AI's New Landlords?

In two trading sessions, Wall Street moved nearly $1 trillion. Initially skittish, the market warmly welcomed cloud monetization. Big invoices and bulging backlogs are reassuring. Have hyperscalers...

Discover Donald Trump's sprawling crypto empire

Donald Trump has turned his name into a brand, and then his brand into cryptocurrencies. Memecoins, stablecoins, NFTs and billions of dollars: welcome to an empire where the president also sets some...

The AI Economic Boom: How Claude Code Has Supercharged Demand for Developers.

As paradoxical as it may sound, the arrival of Claude Code has genuinely revived job postings in software development. What is shaping up to be the biggest economic boom in history may not be such bad...

When Refining Is Worth More Than Crude

Refining has been the best performing corner of the energy complex this year. Valero and Marathon have nearly doubled since January. Phillips 66 has trailed its peers but still delivered roughly twice...

Are semiconductors crashing? Not at all

The equal-weight S&P 500 hit a new all-time high yesterday.

Tomorrow, Everyone Replaced? When AI Leaves the Screen and Comes for Our Jobs

Is the next big step in human evolution, according to Jensen Huang, right around the corner? As the first applications emerge, machines are rapidly gaining capability. They are no longer just...

Alphabet Discovers what an Overdraft is

Where did all the cash go? Sundar Pichai is not the only one asking. Alphabet just posted record profit, and its first negative quarterly free cash flow.