Thomas Barnet

Nickel and copper stay elevated

Fueled by speculative momentum and supply constraints, industrial metals are holding near highs. While copper is staying close to its all-time peaks, nickel is surging on quota restrictions imposed by Jakarta.

January 07, 2026 at 04:25 pm IST

Steel: BlueScope Rejects SGH and Steel Dynamics' "Opportunistic" Bid

No deal. The board of steelmaker BlueScope unanimously rejected an unsolicited takeover offer from a consortium bringing together SGH Limited and US-based Steel Dynamics. Management says the A$30-per-share proposal "very significantly" undervalues the company and is designed to capture its rebound potential at the expense of current shareholders.

January 07, 2026 at 02:17 pm IST

Chevron and Quantum Energy reportedly set their sights on Lukoil's international assets

U.S. oil major Chevron and private equity firm Quantum Energy Partners have reportedly joined forces to buy the international assets of Russian oil giant Lukoil, valued at $22bn, according to the Financial Times.

January 07, 2026 at 01:23 pm IST

Defense: major European player considers IPO in 2026

Amid a boom in the arms industry, Czechoslovak Group (CSG), the Czech-Slovak champion, is finetuning its plans for a stockmarket listing. Chairman, Michal Strnad confirms he is considering floating about 15% of the company, in a strategic move notably advised by BNP Paribas. The goal is clear: build financial firepower to step up acquisitions.

January 07, 2026 at 01:08 pm IST

France Analyst Views: Support for SocGen, ArcelorMittal and Danone, Sodexo and BioMérieux Downgraded

Morgan Stanley upgrades ArcelorMittal and Lufthansa to overweight, while Bernstein moves Danone to outperform. By contrast, Barclays takes a tougher line on healthcare by downgrading BioMérieux, while Sodexo is cut by Morgan Stanley. Finally, Rothschild resumes coverage of Société Générale with a buy rating.

January 07, 2026 at 12:56 pm IST

Adidas stumbles, InPost soars after a buyout offer, Novo gets 2026 off to a strong start

The session is marked by several analyst rating changes and corporate announcements that are driving sharp moves in a handful of names. Among the biggest gainers, InPost stands out after a buyout approach, and Novo Nordisk extends its rebound. On the downside, BofA does damage to Adidas and JD Sports.

January 06, 2026 at 03:29 pm IST

Analysts' calls of the day: Bernstein favors Thales over BAE Systems and Dassault Aviation

Bernstein is reshuffling its defense picks, downgrading BAE Systems and Dassault Aviation in favor of Thales, which it raised to outperform. Eurofins, Valneva and Euronext are marked higher, unlike Teleperformance and Sanofi.

January 06, 2026 at 12:49 pm IST

Tops / Flops Europe: Exail surges, TomTom maps it out, Munters runs out of steam

The abrupt return of geopolitical risk is jolting defense names awake, helped along by fresh contract wins. On the downside, it is the research shops that are calling the shots.

January 05, 2026 at 03:48 pm IST

Analyst Calls of the Day: Lower Targets for Arkema and Legrand, Pandora Punished

Bernstein is highly bullish on ASML, with a €1300 target, and upgrades Pirelli to outperform, while Vestas and Johnson Matthey pick up buy calls. By contrast, Pandora takes a downgrade paired with a sharp target cut, and Morgan Stanley lowers its aim on several chemicals names, including Arkema and Lanxess.

January 05, 2026 at 01:24 pm IST

Casino, Steelmakers, and Semiconductors Off to a Strong Start This Year

Casino (+16%) surges after an asset sale in Cameroon, while Munters (+9%) and semiconductor equipment makers benefit from robust AI-driven demand. The steel sector is also in demand following BNP Paribas target upgrades on Salzgitter (+6%) and its peers. Decliners are few and far between today.

January 02, 2026 at 02:43 pm IST

Orsted launches legal offensive against Washington to save its wind project

Orsted is striking back. The Danish giant said on Friday it is formally challenging Washington's suspension of the Revolution Wind lease, its offshore wind joint venture. The aim is to secure a court injunction to restart the massive project, valued at $5 billion.

January 02, 2026 at 02:09 pm IST

Renault Stands Out in a Contracting French Auto Market

In 2025, amid a shrinking French automotive market, Renault strengthened its position, driven by a refreshed lineup, a sharp commercial strategy, and a strong push towards electrification.

January 02, 2026 at 01:37 pm IST

Orsted launches a legal offensive against Washington to save its wind project

Orsted is fighting back. The Danish giant said Friday it is formally challenging Washington's suspension of the Revolution Wind lease, its offshore wind joint venture. The goal is to secure a court injunction to restart this massive project, valued at $5bn.

January 02, 2026 at 01:08 pm IST

Bernard Arnault sees himself leading LVMH for another 10 Years

During the Yale CEO Summit on December 17, 2025, Bernard Arnault made it clear to Sara Eisen (CNBC) that he had no plans for an immediate handover. When questioned about his succession, the 76-year-old CEO replied, "See you in ten years."

December 18, 2025 at 02:45 pm IST

Bernard Arnault Sees Himself Leading LVMH for Another 10 Years

During the Yale CEO Summit on December 17, 2025, Bernard Arnault made it clear to Sara Eisen (CNBC) that he had no plans for an immediate handover. When questioned about his succession, the 76-year-old CEO replied, "See you in ten years."

December 18, 2025 at 01:43 pm IST

DBV Technologies laughs, Euroapi cries

Today's stock market news is marked by a spectacular divide: biotech company DBV Technologies soars on promising clinical results, while Euroapi sinks after another warning. The defense sector is recovering amid geopolitical tensions.

December 17, 2025 at 03:06 pm IST

Capgemini, Publicis, Mistral, Spotify… the US threatens the EU with retaliation

The Trump administration is raising the tone against the European Union, which it accuses of unfairly targeting American companies. Washington is considering restrictions on European groups in response to measures deemed "discriminatory" against tech giants.

December 17, 2025 at 02:47 pm IST

At Ford, farewell to "all-electric" costs $19.5bn

It is reckoning time in Dearborn. The American automaker is making a drastic strategic pivot, abandoning "all-electric" in favor of hybrids, a move reflected in a colossal $19.5bn impairment. A return to pragmatism that Philippe Houchois (Jefferies) deems a necessary evil to stem losses in the electric division and secure margins, as the group raises its financial targets for 2025.

December 16, 2025 at 02:02 pm IST

The Nasdaq wants 23-hour-a-day trading

Wall Street has decided that sleep is an unproductive activity. The Nasdaq is preparing to file with the SEC to radically reshape its opening hours, one of its senior executives told Reuters.

December 16, 2025 at 01:19 pm IST

Earnings Calendar from December 15 to 19, 2025

Welcome to the earnings calendar for listed companies on the week of December 15 to 19, 2025. Today's key announcements include results from Lennar Corporation, Micron Technology, General Mills, Accenture, Nike, FedEx, and Carnival Corporation.

December 15, 2025 at 07:56 pm IST

The return of Google Glass weighs on EssilorLuxottica

In 2026 Alphabet, Google's parent company, plans to launch its first generation of smart glasses integrating Gemini AI, according to Bloomberg. The project marks its return to the burgeoning augmented reality and connected devices market.

December 09, 2025 at 03:44 pm IST