Analysis: Must Read

Nvidia leaves some Chinese customers in the dark about new restrictions

Nvidia did not notify some of its major customers in China of the new US rules restricting the export of its artificial intelligence chips to that market, according to two sources familiar with the...

ABB plans to float its robotics division

On Thursday the Swiss industrial group ABB announced its intention to spin off its robotics division, marking the company's largest reorganization since the sale of its power grid business to Hitachi...

Forvia seeks to mitigate impact of US tariffs

French automotive equipment manufacturer Forvia wants to minimize the impact of tariffs. With this in mind, the group is reviewing several strategies and contracts.

Temu and Shein sharply reduce advertising spend in the US

Chinese e-commerce giants Temu and Shein, among the largest advertisers on US social media, are drastically cutting their digital advertising spending in the United States, according to industry data....

China exceeds growth expectations but remains under pressure

As doubts mount regarding China's ability to achieve its 5% growth target, its Q1 figures are clouding the outlook. Boosted by exceptional measures, the Chinese economy grew by 5.4%, exceeding...

Why global growth could slow down rapidly

Since the beginning of April, the trade war launched by Donald Trump has greatly increased the likelihood of a recession. In the United States, surveys already show a sharp deterioration in sentiment....

100 billion a day: the discreet reign of stablecoins - Crypto review

Long confined to the margins of the financial system, stablecoins are changing dimension. From simple crypto conversion tools, they are becoming large-scale payment instruments, challenging banks and...

Inflation respite: The calm before the storm?

A fresh set of UK inflation numbers came in softer than expected, cooling off the pound's hot streak against the euro. Inflation in the UK decided to take a bit of a breather, slowing down to 2.6% in...

Bank of America: Solid results in its segments, despite uncertainties

The second largest US bank in terms of assets unveiled its results this morning, following in the wake of its competitors last week. Its management provided an overview of the group's performance and...

Harvard vs. Trump: tug-of-war over academic freedom

Donald Trump has announced the freezing of 2.2 billion in federal subsidies and 60 million in contracts intended for Harvard. The backdrop: his crusade against wokeness and anti-Semitism. The...

European companies' profits expected to fall by 3% in Q1

The financial health outlook for European companies has deteriorated, according to the latest LSEG I/B/E/S forecasts published on Tuesday, as economic uncertainty continues to weigh on activity.

Airbus maintains targets for 2025 despite customs duties

Airbus confirmed its annual forecasts on Tuesday at its general meeting, while informing its shareholders about its intention to follow closely and actively the economic and commercial disruptions...

Japan Plays 'Trade Talk Guinea Pig'

Japan is suiting up for a high-stakes diplomatic dance in Washington today, and the rest of the world is watching. As the Land of the Rising Sun steps onto the negotiation floor, other nations are...

Sartorius Stedim Biotech gets 2025 off to a good start

After three consecutive years of decline on the stock market and the loss of its status as a rising star, Sartorius Stedim Biotech returned to dynamic publication in Q1 2025, with growth of 10.4%,...

Nvidia's accounts weighed on by new US restrictions

On Tuesday, Nvidia announced a $5.5bn charge related to new restrictions imposed by the US government on the export of its H20 artificial intelligence chip to China, one of its key markets for this...

The ECB has no time for a break

While a pause was envisaged at the end of the March meeting, the ECB is expected to lower rates again this week. The trade war launched by Donald Trump poses additional risks to growth. At the same...

Johnson & Johnson: A Dose of Resilience Amid Trade Tensions

Amidst a landscape of trade tariffs and intense global competition, Johnson & Johnson kicks off 2025 with a robust financial surge, boasting a robust rise in first-quarter sales and a significant leap...

Zuckerberg under legal pressure

Meta is facing a major antitrust lawsuit, which began in the United States this week. In the firing line is the alleged abusive takeovers of Instagram and WhatsApp, two acquisitions which the...

AMD to produce its processors with TSMC in Arizona

With the threat of tariffs hanging over the semiconductor sector, AMD is moving its production completely to TSMC's US plant in Arizona. This initiative was taken ahead of Trump's decisions, but can...