Mathieu Rubel

Tech advances, lifted by OVH and Soitec, Ipsen and Coface under pressure

Nordnet rebounds thanks to its share buyback program, while technology stocks benefit from a supportive backdrop. Ipsen, Coface and Ayvens fall after announcements the market viewed as less favorable.

September 21, 2026 at 03:06 pm IST

ASML, the machine built for more than Moore

ASML is one of the most strategic companies on the planet. Since the rise of AI, that has become even more true, and the market has clearly gotten the message by making it Europe's largest company by market value. The stock's relative lull (-2% over three months) gives us a chance to revisit where the story stands, its strengths, and the issues on the table today.

September 10, 2026 at 07:07 pm IST

Analyst calls lift stocks even as solid results come in below expectations

While analyst recommendations push up shares of Ayvens, Abivax, Fortum and SPIE, M.P. Evans Group advances after one of its subsidiaries announced a solid acquisition. By contrast, a paradoxical reaction to results from Associated British Foods and Genus sends their shares lower.

September 10, 2026 at 01:47 pm IST

Rubis posts gold-standard results, telecom operators talk, Novartis has to pull the parachute.

Good news is lifting Rubis, Sandoz and Computacenter, while European telecom operators are weighing a satellite alliance. By contrast, Novartis is sliding after a clinical setback, while Dunelm, Burkhalter, Societe Generale and Bic are trading in the red.

September 08, 2026 at 02:06 pm IST

Soitec in cruise mode, Novartis disappoints

Burkhalter is benefiting from results that reassure investors despite lackluster growth, semiconductors are making investors happy with names such as Soitec and ASM International. Novartis disappoints, and shares in Schindler and Vonovia are lower after rating downgrades.

September 07, 2026 at 01:57 pm IST

Volkswagen shifts into second gear, with Porsche in its wake. Vivendi disappoints

Volkswagen pulls out of neutral with the launch of a rescue plan, and Porsche follows suit. Soitec extends its rally after results beat expectations, while Vivendi slips and drags Bolloré lower with it.

September 04, 2026 at 03:15 pm IST