Kevin Smith

Coca-Cola, back near its highs, bubbling on BofA optimism

Coca-Cola shares were one of the biggest winners in the Dow Jones index on Friday on the New York Stock Exchange, helped by an upbeat note from Bank of America, which raised its target price for the stock ahead of the release of Q2 results.

July 10, 2026 at 08:07 pm IST

Traton posts higher sales, but mwb research steers clear

Traton is rising on the Frankfurt stock exchange (+2.35%, at EUR34.86) after releasing preliminary data for Q2 2026.

July 10, 2026 at 06:24 pm IST

Volkswagen fails to convince with its ''Future Plan''

Volkswagen is actually down 1% on the Frankfurt Stock Exchange, after two consecutive declines, with several analysts reacting to the supervisory board meeting at the German group held yesterday.

July 10, 2026 at 05:45 pm IST

Are US industrial groups in the front line to cash in on Europe's rearmament?

The 2026 NATO summit marks a new step in ramping up Allied military spending, with several major industrial deals intended to expand production capacity in Europe… while also benefiting US defense groups.

July 10, 2026 at 12:02 pm IST

NLIGHT on the up in military lasers with a $627m contract

Shares in the US specialist in high-power lasers, nLIGHT, jumped 28% on the stock market this Thursday after winning a contract with the US Army.

July 09, 2026 at 10:58 pm IST

Costco still notes resilient US consumer demand despite gasoline

After the pickup in April and May, Costco sales are still running strong in June, even though US momentum is showing a slight normalization.

July 09, 2026 at 09:13 pm IST

Levi's pulls off its comeback

A strong operational and market run for the venerable denim brand, whose shares are back trading near their five-year highs.

July 09, 2026 at 01:51 pm IST

Penguin Solutions soars, lifted by memory and 'AI factories'

Penguin Solutions delivered results that confirm its change in standing in the market's eyes. Shares of the US supplier of specialized memory, AI infrastructure and software for 'AI factories' are jumping about 20% the day after its earnings call, taking the stock's YTD gain to nearly 300%.

July 08, 2026 at 11:50 pm IST

IQM Brings European Quantum Computing to the Nasdaq

Finland's IQM Quantum Computers has become the first European quantum-computing player listed on Wall Street. The Nasdaq debut, completed via a SPAC, gives the group fresh firepower to speed up its industrial rollout.

July 08, 2026 at 11:03 pm IST

Airbus expects air traffic to double by 2045

Tough times for the planet… as Europe buckles under a new heat wave and commercial aviation accounts for nearly 3% of global greenhouse gas emissions, Airbus forecasts air traffic to double over the next 20 years… According to the aircraft maker, urbanization, economic growth and fleet renewal will provide "lasting" support for the global aviation market.

July 08, 2026 at 06:26 pm IST

With mixed reviews, Bending Spoons' IPO makes history rhyme

The group behind Evernote, Meetup, WeTransfer, Vimeo, AOL and other digital assets is now listed on the Nasdaq with a valuation of $27bn.

July 08, 2026 at 02:31 pm IST

Strategy Cracks Under Financial Pressure

Michael Saylor, the man who swore he would never sell his bitcoins, has just crossed a red line. Strategy sold more than $216m in BTC to meet its financial obligations.

July 08, 2026 at 12:18 am IST

Warsh's Fed Caught Out by Inflationary Expectations

American households are sending an uncomfortable signal to the Federal Reserve. According to the New York Fed's June survey, median one-year inflation expectations rose by 0.2% to 3.7%, their highest level since September 2023. 3-year expectations also increased by 0.2 point to 3.3%, a peak since June 2022, while the five-year horizon held steady at 3.0%.

July 08, 2026 at 12:08 am IST

Productivity and AI: mirage or reality?

Between technological promise and macroeconomic reality, AI is starting to move the productivity needle, but in a still highly concentrated way.

July 08, 2026 at 12:06 am IST

Airlines: lower jet fuel prices ease pressure on European carriers, analysts say

Easing fuel prices and a more favorable geopolitical backdrop are improving the outlook for European air travel. In practical terms, the risks hanging over the sector just a few weeks ago are starting to fade, Bernstein and Morgan Stanley say, even as capacity discipline remains a decisive factor in protecting yields.

July 07, 2026 at 08:05 pm IST

Meta knocks neo-clouds out of the sky

Meta's entry into the market for renting computing power significantly changes how investors should read the investment cycle in artificial intelligence.

July 07, 2026 at 06:37 pm IST

Ford manages to maintain its appearances

All the American automaker's lineups remain highly successful.

July 07, 2026 at 06:07 pm IST

Telstra stock finds its footing again in the market

Australia's leading mobile operator is climbing back after a tricky cycle.

July 07, 2026 at 04:20 pm IST

TKMS named preferred supplier for a landmark submarine contract

The German group has cleared a major hurdle with a project that could become the largest order in its history, which will materially strengthen its long-term visibility. The stock is up 0.2% this morning in Frankfurt, after already jumping 11% the day before on the first rumors about the deal, while Hyundai Heavy Industries and Hanwha Ocean, the big losers in the tender, fell 5% and 22%, respectively.

July 07, 2026 at 02:43 pm IST

Why China's growth looks different from the previous decade

China's economy has been on shaky ground since Beijing put in place its ''three red lines'' to deflate the property bubble. The tightening of financing conditions in 2020 broke demand, drove down construction activity, and weighed on prices per m², further discouraging buyers.

July 07, 2026 at 02:06 pm IST

TKMS soars after possible contract for 12 submarines with Canada

The Canadian government is said to be preparing to make official its selection of Germany's Thyssenkrupp Marine Systems (TKMS) as the preferred bidder to build 12 submarines, according to Canadian outlet The Globe and Mail.

July 06, 2026 at 06:55 pm IST