Kevin Smith

A strong 10-year run for Legrand, ideally positioned for the next cycle

The electrical equipment maker ranks among those "slow and steady" investments that rarely disappoint.

September 29, 2026 at 06:55 pm IST

Lindt's turn to be knocked off its pedestal

The crisis in the consumer staples brand sector has clearly been generating a lot of articles on MarketScreener pages over the past few weeks.

September 29, 2026 at 03:26 pm IST

Analysts' Curious Optimism About General Motors

Despite a consensus that remains upbeat, it's hard not to worry about a sharp slowdown at General Motors.

September 28, 2026 at 05:23 pm IST

Will 2026 finally mark a turning point for Adidas?

Is Adidas laughing while Nike cries? That is, in any case, what analysts are projecting for the next three years.

September 25, 2026 at 08:05 pm IST

McDonald's at its lowest valuation in ten years

After four strong quarters, same-store sales growth is no longer keeping pace at McDonald's.

September 24, 2026 at 06:59 pm IST

AutoZone punished by investors after another flat year

King of the cannibals, meaning companies that aggressively buy back their own shares, AutoZone is not escaping the storm that is currently hitting the entire discretionary-consumption segment in the United States.

September 24, 2026 at 06:56 pm IST

Oil posts its worst losing streak in months as silver shines

The week is opening with hopes of the conflict subsiding in Iran, which is weighing on crude prices. Precious and industrial metals, meanwhile, are benefiting from renewed demand for safe-haven and cyclical assets.

September 23, 2026 at 08:08 pm IST

A natural consolidator with stellar profitability, Rollins hits air pocket on the stock market

In an economy poised to be significantly disrupted by AI, the pest control sector should largely escape the wave.

September 23, 2026 at 03:27 pm IST

AI Gold Rush: What if the fortune goes to the gold miners, not the pickaxe sellers?

The market, for now, has made its call: in the rush towards artificial intelligence, the money is made selling the pickaxes, GPUs, data centers, proprietary models, rather than hunting for the "gold" itself.

September 23, 2026 at 03:21 pm IST

The ABC of financial analysis: The different ways a listed company can raise funds

Broadly speaking, a listed company looking to raise capital has eight main options, ranked below from the most flexible and most expensive to the most restrictive but most affordable.

September 22, 2026 at 05:48 pm IST

Geopolitics Upends TUI's Turnaround

Current events are unlikely to draw investors back to the tourism sector, and even less so to the German group's transformation program.

September 22, 2026 at 05:45 pm IST

Oracle Puts Its Meters in the Red and Its Bankers in a Tricky Situation

A borrower who owes his bank $1m has a problem. But as the saying goes, when he owes it $1bn, the bank has a problem.

September 21, 2026 at 05:39 pm IST

Rheinmetall tests autonomous systems to secure maritime infrastructure

The defense group is taking part in the multinational REPMUS26 exercise in Portugal to put its naval operations solutions to the test.

September 21, 2026 at 02:33 pm IST

AI: the hyperscalers' hidden bill tops 3.5 trillion dollars

For several months, investors have been questioning whether hyperscalers can earn an adequate return on the hundreds of billions of dollars being poured into artificial intelligence. However, the bill could be even larger than published capex alone suggests.

September 18, 2026 at 07:23 pm IST

The sportswear sector braces for a fight to the death

After a steroid-fueled growth cycle, the global athletic footwear market is facing a turbulent news cycle.

September 18, 2026 at 07:01 pm IST

Bilfinger Takes a Hit but Sticks to Its Longer-Term Targets

A tricky macro backdrop and clumsy financial communication sent the industrial services group's shares to a brutal selloff this morning.

September 17, 2026 at 08:35 pm IST

Bilfinger loses nearly a quarter of its value after profit warning

Hit by operational performance that came in well below expectations in the second quarter, Bilfinger has lowered some of its annual financial targets. On the stock market, the shares are plunging in Frankfurt, down 22.10% at EUR58.85.

September 17, 2026 at 08:34 pm IST

Hermes Suffers the Biggest Stock Market Correction in Its History

In a first in Hermes' history, this is the first time its market capitalization has posted such a sharp decline, down by half from its highs.

September 16, 2026 at 07:41 pm IST

Under fire from Yemeni militias, Saudi Aramco stokes investor fears

In a world where oil trades at triple-digit prices, all the major oil companies are posting record profits and hitting new highs in the stock market.

September 16, 2026 at 03:36 pm IST

Salesforce and Nvidia develop Koa, an AI model dedicated to CRM

Salesforce, together with Nvidia, has developed Koa, its first reasoning model specifically focused on CRM for Agentforce. Based on NVIDIA Nemotron 3 Super, it is designed to enable AI agents to reason through complex, multi-step processes and select the right tools for each task. The model was post-trained using proprietary synthetic data replicating nearly three decades of knowledge drawn from Salesforce's CRM deployments.

September 16, 2026 at 12:09 pm IST

Under Attack, Fair Isaac Defends Its Monopoly

A monopoly position is an investor's dream. Until it isn't any more.

September 15, 2026 at 06:52 pm IST