Esteban Gustave
Analyst Intern
When Jane Street Packs Up Its Shorts on Sivers Semiconductors
Sivers did not need a big product announcement to get going again. One name drops off Sweden's short-selling register, and that is enough to get the stock moving. Lower down, the session hits where it hurts, margins. Amrize sells more, but costs eat into the margin.
August 07, 2026 at 03:17 pm IST
Universal Music hits the day's sour note
The market had just one desire this Friday, to climb. Tech did the job, led by Aixtron, on nothing more than a renewed appetite for AI from Asia. Half-year results did the rest, smiling for Euronext, Engie and Saint-Gobain, and clearly less so for Fugro and Melrose. Universal Music, meanwhile, gives up nearly a quarter of its value in a single session.
July 31, 2026 at 02:09 pm IST
ABB snaps up Rotork, Telenor gets a reality check
London delivered a plot twist: ABB is writing the biggest check in its history to snap up Rotork for $5.5bn, sending the UK stock into the stratosphere. A jolt that almost makes investors forget the downpour of upgrades hitting ASML and Telenor's Nordic stumble.
July 16, 2026 at 01:23 pm IST
Air France-KLM steps on the gas, chips get fried
Keller climbs as results are shaping up better than expected, Air France-KLM gets a real boost from JPMorgan. Saab advances with NATO. On the other side, semis get rinsed after Samsung, with Soitec on the front line, while Abivax digests its big US fundraising.
July 07, 2026 at 01:51 pm IST
Maersk heads back to sea, Rheinmetall loses its frigate
Engines tied to data centers, cranes filling order books, Maersk kept afloat by Goldman Sachs. The session has plenty of industrial flavor, while Rheinmetall is still dragging the fallout from the cancellation of the F126 frigates.
July 03, 2026 at 03:50 pm IST
FTSE MIB: The Record-Breaking Rise of a Unique Index
The Milanese index has hit a new all-time high, rising an impressive 86% over three years. Indeed, it is shattering records thanks to the very sectors that once held it back - banking and industry - with almost no exposure to tech.
June 18, 2026 at 02:16 pm IST
Auto1 Shifts into High Gear, BMW Downshifts
Long-term targets from Auto1 and upgraded margins at Straumann are well-received, while a sell initiation on Silex, Medincell's financial results, and a profit warning from BMW face a much colder reception.
June 17, 2026 at 01:48 pm IST
Nokian Shifts Gears, Rathbones Pays the Price
Rathbones takes a hit on compliance issues, while Nokian surges following a major pivot by Handelsbanken. Elsewhere, broker upgrades are waking up PolyPeptide and GEA, UniCredit finds breathing room on the capital front, and Theon moves forward with Safran.
June 16, 2026 at 01:36 pm IST
Hormuz Tensions Ease, Lifting Lufthansa
An agreement between Washington and Tehran has sent crude prices tumbling, shifting the market narrative for the session. Lufthansa and LVMH are capitalizing on the geopolitical de-escalation, while TotalEnergies retreats in the wake of falling Brent prices. Elsewhere, Saint-Gobain is divesting its Dahl unit to Kesko, and OHB shares are collapsing following the announcement of a €500m capital increase.
June 15, 2026 at 02:07 pm IST
Basic-Fit Gains Muscle, Pennon Takes On Water
On one side, the air is circulating better than expected at Systemair, Basic-Fit is regaining its energy, and Fielmann is benefiting from a genuine shift in perspective. On the other, Pennon is leaking operational doubts, while Nokia faces turbulence following Nvidia's potential entry into the telecommunications sector.
June 10, 2026 at 01:27 pm IST
Moncler: Margins Intact, but Growth in Question
Moncler continues to deliver robust margins, although its growth trajectory is softening. The Italian company has some of the finest profitability in the luxury sector, backed by a debt-free balance sheet. However, existing boutiques are no longer driving growth. Future performance will hinge on its ability to broaden the product offering without diluting its premium margins.
June 09, 2026 at 12:15 pm IST
Brokers Regain Favor as Bodycote Faces a Chill
Between the surprise margins at Raspberry Pi, a major upgrade from Jefferies on CMC Markets, and Berenberg's backing of Nordnet, investors have found several names to return to their watchlists. Norion Bank is adding a touch of shareholder returns, while Belimo benefits from a positive pivot by BNP Paribas.
June 05, 2026 at 01:38 pm IST
ASML Becomes the Largest Market Capitalization Ever Recorded in Europe
The Dutch firm ASML has surpassed the record previously held by Novo Nordisk to claim the largest market capitalization ever achieved by a European company, fueled by the ongoing AI fever.
June 04, 2026 at 01:40 pm IST
AI sets chips ablaze, Abivax catches a chill
AI is recharging the semiconductor sector, from Sivers to STMicroelectronics, while Prosus, Salzgitter, and DHL benefit from analyst backing. Conversely, Abivax is tumbling on clinical concerns, Kongsberg suffers a downgrade, and Avolta stalls on its placement.
June 02, 2026 at 01:35 pm IST
Soitec recharges chip sector, Reinet swings to loss
Soitec is reigniting the semiconductor space with better-than-expected sales, positive free cash flow, and the momentum of Photonics-SOI in AI. At the other end of the spectrum, Reinet is retreating after posting a net loss despite a sharp rise in revenue. Meanwhile, LDC is enjoying a record year, while Adyen and BT Group remain under pressure.
May 28, 2026 at 01:16 pm IST
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