Analysis: Must Read

US credit rating downgrade and weak demand in Japan -> bond markets under pressure

The downgrade of the US credit rating and weak demand for Japanese debt are causing tensions on bond markets on both sides of the Pacific. As long-term rates soar, concerns about the sustainability of...

Offshore wind power: Trump revives project in New York

Against all odds, the Trump administration has lifted the freeze that had paralyzed the Empire Wind project off the coast of New York for a month. The $5bn wind farm, led by Norway's Equinor, will...

China cuts rates for the first time in seven months

In China, the central bank has pulled a new tool out of its bag. Faced with a recovery that is slow to materialize, the authorities have lowered their key interest rates—a first since October. The...

Microsoft is banking on model diversity to strengthen its AI offering.

At its annual Build conference in Seattle on Monday, Microsoft announced that it would now host artificial intelligence models developed by several OpenAI competitors, including xAI, Meta, and...

Hong Kong welcomes CATL's listing with fanfare

Chinese electric vehicle battery manufacturer CATL made a remarkable debut on the Hong Kong Stock Exchange on Tuesday, with its shares climbing 18.4% above their IPO price in what is the world's...

Vodafone’s path to renewal

Vodafone’s latest earnings announcement reads like a classic tale of telecom woe: a sprawling empire battling regulatory quirks, stubborn legacy markets, and investor skepticism. Yet beneath the...

European luxury goods companies are keeping a close eye on Beijing

The publication of Chinese figures reminds us that, once again, the European luxury sector remains highly correlated with the Middle Kingdom - especially its consumption.

United States: and what if the inflationary wave doesn't happen?

While everyone is concerned about the impact of trade policy on prices, the latest inflation figures in the US have come in below expectations, and the disinflationary trend is continuing. Although...

Triple A: the US is knocked off its pedestal

Last Friday, Moody's withdrew the United States' highest credit rating, the 'triple A'. The rating agency thus joins Standard & Poor's, which started the ball rolling in 2011, followed by Fitch in...

Nvidia aims to centralize the use of its AI resources with Lepton

Computex, the major IT and artificial intelligence event in Taipei, has kicked off with a speech by Jensen Huang, CEO of Nvidia. The engineer took the opportunity to unveil the company's brand new...

Defense, trade, Erasmus… London and Brussels ready to patch things up

The UK is preparing to make the biggest readjustment to its relationship with the European Union since Brexit. This aims to strengthen cooperation on trade and defense in order to revive the British...

Nvidia prepares to invest in PsiQuantum, stepping up its push into quantum computing

Nvidia, often considered the cradle of AI development, is reportedly moving closer to a new start-up specializing in quantum computing, according to The Information. This is yet another sign of the...

Jensanity in Taiwan: Nvidia boss welcomed as a national hero

Nvidia CEO Jensen Huang sparked a media and public frenzy during his visit to Taiwan this week for the Computex trade show in Taipei. A native of Tainan, in the south of the island, Huang, who is...

The latest transactions by star managers

Each quarter, the top-ranked US fund managers publish their latest portfolio moves. This article is based on the 13F filings published each quarter on the SEC website. These quarterly reports list...

Novo Nordisk CEO ousted as battle against obesity intensifies

With its share down 33% since the start of the year, Danish pharmaceutical company Novo Nordisk has announced the departure of its CEO Lars Fruergaard Jørgensen....

Markets: US rates are the referee

Despite the rise in 10-year US yields to around 4.5%, equities continued to increase, wiping out all of their losses for the year in the US. However, with budget debates underway in Congress and fears...

Take-Two reduces forecasts after postponement of GTA 6

Unsurprisingly, the delay of GTA 6 has prompted US software publisher Take-Two Interactive to reduce its targets, while promising a record fiscal year in 2027....

The Best Articles of the Week: fear in the cryptosphere, Grok hallucinates, and Clint Eastwood lurks

This week, MarketScreener's weekly press review takes you on a journey to discover a forgotten French author who has become the idol of the Trumpist right, and into the twists and turns of Moët...

China's neighbors are betting on their currencies to appease Trump

With the currencies of South Korea, Taiwan, and Japan posting notable gains in recent days, speculation is rife that these economies may use a revaluation of their currencies as leverage in their...