Analysis: Must Read

Hensoldt surfing the wave of soaring European defense budgets

Hensoldt has raised its ambitions, with the German defense electronics specialist now aiming for revenue of €6bn by 2030, €1bn more than announced last December. The acceleration of military...

Uber accelerates autonomous driving

After abandoning the in-house development of its autonomous vehicles in 2020, Uber is back in the race. But this time, the American giant is changing course: no more in-house projects, making way for...

Chinese companies threatened by their US listings

Rising tensions between China and the US are reigniting the debate over the presence of Chinese companies on US stock exchanges. According to the Financial Times, two members of Congress recently...

Skechers goes private, putting 3G Capital's method to the test in the sneaker world

The American sneaker giant has just announced record quarterly sales… and its acquisition for $9.4bn. The famous New York-based fund of Brazilian origin, 3G Capital, is entering a new sector to...

Is the Fed late?

As the Fed meets this week, Jerome Powell is under pressure from Donald Trump to cut interest rates. This is a difficult position to be in at a time when tariffs are raising fears of renewed...

With the US market off limits, Shein and Temu are ready to invade Europe

Faced with new customs duties in the United States, Chinese low-cost e-commerce giants Shein and Temu are refocusing their efforts on Europe and Latin America. This is more of a forced redeployment...

US lawmaker wants to curb smuggling of Nvidia chips to China

A US congressman plans to introduce legislation in the coming weeks to strengthen the traceability of artificial intelligence chips, particularly those produced by Nvidia, after they are sold. The...

Fentanyl, Gaza, the environment… the Pulitzers reward hard-hitting journalism

The Pulitzer Prizes are to journalism what the Oscars are to cinema, an award for excellence presented each year to recognize the best articles.

DoorDash acquires Deliveroo for $3.9bn

On Tuesday US meal delivery giant DoorDash announced the acquisition of British company Deliveroo for £2.9bn, or approximately $3.85bn. The deal marks a strategic step in DoorDash's ambitions to...

Criticized and sued, OpenAI abandons its restructuring

OpenAI announced Monday that it was abandoning a major restructuring plan to transfer control of the company to a for-profit entity. The group confirmed that its current structure, a non-profit...

How should we interpret the PMI indices?

On Monday, investors learned of the ISM services index for April in the United States. It came in above expectations, in line with reassuring economic statistics published in recent days. This is an...

Ackman dreams of creating a "Mini-Berkshire"

Bill Ackman has taken another step toward his long-standing ambition of transforming Howard Hughes into a diversified holding company, similar to Berkshire Hathaway. The billionaire investor has just...

Eutelsat changes leadership

Eutelsat announced on Monday the surprise departure of its CEO Eva Berneke, who will be replaced on June 1 by Jean-François Fallacher, currently CEO of Orange France. This change comes at a time when...

Oil at its lowest level in four years

Oil continues to fall following OPEC's decision on Saturday to increase production again. This decision comes at a time when US trade policy is raising fears of a global economic slowdown. As a...

No GTA 6 before 2026

Software publisher Take-Two, behind GTA 6, has announced the postponement of its blockbuster game to May 26, 2026, causing its stock to fall 10.50% in pre-market trading on Wall Street on Friday.

The US economy created more jobs than expected in March.

In March, the US economy added 177,000 jobs. This is more than the 138,000 expected by the consensus. The Bureau of Labor Statistics report also shows that the unemployment rate remains stable and...

Huge bribes: US sues three insurers for Medicare fraud

A major scandal is rocking the US health insurance industry. The Department of Justice is accusing three heavyweights—CVS Health , Elevance Health, and Humana—of orchestrating a vast kickback...

The US Treasury raises its financing needs for second quarter

This week, the US Treasury updated its bond issuance forecasts, raising them for the second quarter. With the US public deficit having been very high for several years — and projections showing this...

Booking: What to look for in the stock's decline

Booking may have exceeded market expectations, but its share price is being battered because analysts believe the figures show the first signs of a slowdown. As the world's leading online travel...