Equity Analysis

WisdomTree backs AI ETFs

WisdomTree, Inc., continues to advance its position in asset management through strategic innovation and recently deepening its capabilities in AI-driven ETF design and portfolio management. Building...

Lumentum Holdings Inc. : Scaling the Optics Behind the AI Data Boom

Lumentum emerged as a key supplier for the surge in AI-driven cloud networking thanks to its strength in indium-phosphide lasers and high-speed optical systems making it essential to moving data...

Back to average performance for Infineon

2025 has been a year of normalization for the German semiconductor specialist, which yesterday published its full-year results.

AMETEK strengthens 3D measurement capabilities

AMETEK, Inc. has demonstrated strong growth, propelled by strategic expansions and robust performance across all business segments. The recent acquisition of FARO Technologies reinforces the company's...

F5 enhances AI infrastructure with NVIDIA

F5, Inc. has revolutionized AI infrastructure by integrating its BIG-IP Next for Kubernetes with NVIDIA BlueField-4 DPUs, enhancing traffic management and security for large-scale AI workloads....

ABN Amro: still a prime target for BNP Paribas?

The third-largest Dutch bank published annual results that were, as usual, remarkably flat.

Slump for the owner of discount retailer Action

The holding company's share price fell sharply after the publication of its interim results. However, the figures are relatively good: profits rose, asset value is up and it has increased its...

Carrefour: CMA prayer

The arrival of the Saadé family as a shareholder in Carrefour, with a small 4% stake, has created a mini buying trend for the stock. However, it will take more than that to convince shareholders who...

RBC expands portfolio with strategic acquisition

RBC Bearings Incorporated has significantly strengthened its presence in the aerospace and defense sectors through the successful integration of VACCO Industries, a leader in highly engineered...

ICE's robust Q3 25 earnings amid expanding exchange

Intercontinental Exchange, Inc. delivered record Q3 25 results, showcasing robust growth in net revenues and adjusted EBITDA. Analysts remain optimistic due to strong stock performance and promising...

Three Canadian Titans Poised for More Gains-If Analysts Are Right

Global markets remain unsettled as investors weigh shifting forecasts and widening valuation gaps, sharpening the focus on large-cap Canadian stocks seeing renewed analyst momentum.

Paramount Skydance's ambitions remain excessive

Acquired by Skydance after an epic and suspenseful saga, the group that owns the CBS network, the eponymous studios and the Paramount+ streaming platform published its first quarterly results...

Barrick Mining has been on a roll since the surge in gold prices

The world's second-largest gold mining group is back in favor and preparing to write a new chapter in its history.

Better times ahead for Alcon

The eye care giant has released its Q3 results. In recent months, the stock has lost ground, experiencing one of the worst periods in its stockmarket history. The end of the year should finally offer...

Hannover Re: How much longer?

The reinsurer's management is exceptional in every respect, while its slogan somewhat different is not entirely untrue amongst its peers in the reinsurance sector....

BAE Systems' Confident March

A booming order book and resilient demand keep BAE Systems on a steady wartime footing.

Mitsubishi expands HVAC & IT cooling capabilities

Mitsubishi Electric Corporation has delivered a robust operating performance, supported by balanced growth across key segments and improved margins. Its recent partnership places it well to capture...

TUC: Financial strength meets expansion

Taiwan Union Technology Corporation has reported strong Q2 25 results, driven by improved demand, operational execution and strategic investments in innovation and high-margin segments. Analysts are...

Arkema mired in sluggish value creation

The chemical group has not escaped the difficult economic climate, which has indeed spared no player in its sector.