Kevin Smith

Dethroned S&P 500 champion Danaher spends without convincing

A status quo persists at Danaher, which yesterday reported its Q1 results.

April 22, 2026 at 01:14 pm IST

Deutsche Telekom Considering Full Merger with T-Mobile, Bloomberg Reports

The German group is reportedly considering a listed holding structure to consolidate Deutsche Telekom and its American subsidiary, T-Mobile, into a single transatlantic entity.

April 22, 2026 at 12:59 pm IST

New York sues Coinbase and Gemini; Robinhood also retreats on contagion fears

Coinbase and Gemini shares posted sharp declines on Tuesday following a lawsuit by the New York Attorney General targeting their prediction markets, while Robinhood also pulled back in their wake.

April 22, 2026 at 10:50 am IST

October elections as a catalyst for a Brazilian market re-rating?

The Brazilian stock market has seen a significant rally since January 2025, following a broader re-rating of emerging markets. The Ibovespa, the Brazilian market's benchmark index, has gained approximately 60% since January 1, 2025. This performance is not merely currency-driven, as the market has fared even better in dollar terms, posting a gain of around 100%.

April 22, 2026 at 12:13 am IST

(Excessive?) Market Confidence in Kinder Morgan's Outlook

After a prolonged period of skepticism, the leading US pipeline operator has fully regained the market's favor.

April 21, 2026 at 05:28 pm IST

Thales remains at the forefront of European rearmament

Unsurprisingly, given current geopolitical events, the French defense giant continues to enjoy strong tailwinds.

April 21, 2026 at 02:07 pm IST

Explainer: For your stocks, IRR remains the true judge of your gains

The internal rate of return is the most reliable indicator for evaluating the true performance of a stockmarket investment - or for comparing different investments. Explanations…

April 21, 2026 at 12:34 pm IST

Key Fundamentals to Watch at PepsiCo

A mix of strengths and weaknesses persists at PepsiCo, as the company maintains a trajectory whose sustainability is being questioned by some observers.

April 20, 2026 at 02:20 pm IST

Alcoa shares surge, echoing pandemic-era rally

In times of war, metal prices frequently skyrocket.

April 20, 2026 at 12:45 pm IST

Epic short squeeze on Avis Budget Group shares

The number two US car rental company has seen its share price quintuple in just a few days.

April 19, 2026 at 01:25 pm IST

AEVEX makes strong Wall Street debut, fueled by rearmament and rise of autonomous systems

The California-based group's stock soared over 30% in its New York debut following a $320m IPO, as investors seek exposure to rising military budgets and autonomous systems.

April 18, 2026 at 11:12 am IST

Truist shares climb as Wall Street buys into capital discipline

The bank reported mixed results, but the market is cheering its sustained earnings trajectory driven by fee income, tax efficiencies, and share buybacks in a less favorable interest rate environment.

April 18, 2026 at 01:12 am IST

Madison Air Solutions Debuts on Wall Street Following $2.23bn IPO

Madison Air Solutions raised $2.23bn by pricing its IPO at $27 per share, the top of its targeted range, marking the largest US IPO of the year to date.

April 17, 2026 at 11:11 am IST

Prologis impresses Wall Street with solid quarter and bolstered data center ambitions

The global leader in logistics real estate beat Q1 expectations, driven by robust leasing demand, record lease signings and an increase in its annual guidance. It's shares rose over 2% in trading.

April 17, 2026 at 12:36 am IST

Allbirds, Artificial Intelligence and the Golden Age of Fraud

Taken public during the pandemic at a staggering $4bn valuation, the Silicon Valley-born sportswear brand's aura quickly faded, leading to a relentless cycle of losses and cash burn.

April 16, 2026 at 12:31 pm IST

Hermès remains head and shoulders above the rest

Despite a cold reception from the market, Hermès' quarterly results are impressive in all respects.

April 15, 2026 at 02:04 pm IST

JPMorgan aggressively repurchases shares, much against its CEO's wishes

The world's leading bank's market capitalization is nearing all-time highs, reaching nearly triple its tangible book value.

April 15, 2026 at 01:46 pm IST

Orosur discovers new gold zone near Pepas and accelerates exploration at Anzá

Orosur Mining announced on Tuesday the discovery of a new mineralized zone approximately 100 meters west of Pepas, Colombia, an encouraging result that reinforces the potential for broader gold mineralization around the deposit.

April 15, 2026 at 10:41 am IST

Novartis CEO joins Anthropic board of directors

Anthropic has appointed Vas Narasimhan, CEO of Novartis, to its board of directors. This move strengthens the group's foothold in healthcare and illustrates the growing significance of AI applications within the life sciences sector.

April 15, 2026 at 10:34 am IST

WD-40: As Fluid as ever

Two years ago, we noted in these columns that, despite its undeniable qualities, the famous rust-prevention specialist perhaps did not warrant a market capitalization equivalent to 50x its earnings.

April 14, 2026 at 06:16 pm IST

Outsized Ambitions at Brookfield Asset Management as it Doubles Down on Private Credit

In the asset management sector, the two most meteoric entrepreneurial success stories of recent decades have undoubtedly been BlackRock and Brookfield-the former with its ETFs, the latter with its alternative management solutions.

April 14, 2026 at 02:42 pm IST