Justin Emerson

Is Britain Winning Its Brexit Bet?

Ten years after the referendum, could Brexiters have been right all along about leaving the EU? Business activity accelerated in August, while France contracted and Germany managed only modest growth. For advocates of leaving the bloc, the figures may offer a sense of vindication. Is Britain finally starting to reap the rewards of Brexit?

August 21, 2026 at 08:46 pm

The Week's Best Reads: Bessent as the Firefighter on Call

An August week when markets pretended to be asleep. Beneath the surface, things are shifting, however: the bond market reminded stocks that it still matters. In AI, the question right now is less "does it work?" than "who pays?".

August 21, 2026 at 04:39 pm

Hunting's two-speed recovery

Hunting provides specialist products and services to industries including aerospace, power generation, healthcare, and oil and gas. The British group's first-half figures tell two stories. Its newer subsea and well-completion business are growing briskly, boosted by efforts to reduce dependence on large pipe orders. However, weaker earnings, poor cash generation and delayed Kuwaiti contract show that the transformation remains incomplete.

August 21, 2026 at 04:28 pm

Walmart's Cautious Boom Disappoints Investors

Walmart's stock suffered its steepest premarket decline since July 2022 after the results. Americans are still shopping, but they are choosing groceries, low prices and convenience over ambitious purchases. Walmart's latest figures reveal a consumer who remains active rather than exuberant and an economy whose growth is becoming increasingly uneven.

August 20, 2026 at 09:35 pm

Will Moderna Wake Up the Health Care Sector?

Do the clinical results announced by Moderna and Merck & Co yesterday mark a turning point for oncology? That's a question worth several hundred billion dollars. The stock market, never shy about speculation, is betting yes: Moderna skyrocketed 177% yesterday, adding a cool $44bn to its market cap in a single session.

August 20, 2026 at 04:49 pm

KKR close to a deal to buy Integer Holdings

KKR is said to be close to completing the acquisition of Integer Holdings, a medical device contract manufacturing specialist, according to The Wall Street Journal, citing people familiar with the matter. An offer could be announced as soon as next week and would value the company at around $127 per share.

August 03, 2026 at 04:06 pm

Amazon Lifts Wall Street, but Rising Yields Limit Rebound

US markets extended Thursday's rebound on Friday, ending another volatile session, supported by strong results from mega-cap technology names, despite continued pressure from higher bond yields. The S&P 500 rose 0.70% to 7,489.7 points, the Nasdaq 100 gained 0.60% to 28,274.2 points and the Dow Jones advanced 0.53% to 52,485.0 points.

August 03, 2026 at 04:03 pm

IAG's fuel problem

Strong demand and tighter costs kept International Airlines Group profitable in the first half. But war in the Middle East has raised its fuel bill, disrupted its network and brought an abrupt end to its expansion plans.

July 31, 2026 at 04:44 pm

Intel Opens Up Its Atom Technology to a Start-Up in Lip-Bu Tan's Circle

Intel has granted the young company RosaicLabs access to part of its Atom processor technology, an unusual move for the group. This start-up, founded by several industry veterans close to CEO Lip-Bu Tan, could raise up to $10m.

July 31, 2026 at 02:26 pm

United States: Q2 GDP sends a misleading slowdown signal

At first glance, US growth in Q2 2026 disappoints, with GDP up only 1.5% at an annual rate, after 2.1% in Q1. That deceleration, however, masks private domestic demand that is far more robust than it first appears, which greatly tempers the notion of a genuine slowdown in the US economy.

July 31, 2026 at 02:23 pm

AB InBev Slips on Profit-Taking After Q2

AB InBev shares were down sharply Thursday morning on the Brussels stock exchange, weighed on by profit-taking after the release of strong Q2 results, although this was not enough to keep the stock's upward momentum going, with a 32% increase YTD. After lunch the shares were down about 2% at just over EUR72, marking one of the steepest declines in the BEL 20 index, which was down 1.3% at the same time.

July 30, 2026 at 09:39 pm

Bank of England Leaves Base Rate Unchanged

The Bank of England said its Monetary Policy Committee voted at yesterday's meeting to keep its key rate at 3.75%, by a six-to-three majority. Three members would have preferred a 0.25% increase to 4%.

July 30, 2026 at 09:11 pm

Fed: Warsh promises the impossible, leaving the markets in the fog

Kevin Warsh used his press conference to reaffirm the Federal Reserve's determination to bring inflation back towards 2%, while stopping short of clarifying the interest-rate path. After 5 years of inflation running above target, the Fed's new chair warned that the problem could not be solved in a few weeks or by a single month of slower price gains, while insisting that the institution "will not waver" in its pursuit of price stability.

July 30, 2026 at 03:09 pm

Arm Sees Above-Consensus Quarter as AI Chip Demand Accelerates

Arm Holdings has posted revenue and profit guidance above expectations, supported by strong demand for its data center AI chip architectures and the solid early traction of its new AGI CPU processor.

July 30, 2026 at 03:06 pm

Qualcomm Forecasts Profit Below Expectations and a Sharper Decline in Apple-Related Revenue

Qualcomm issued disappointing Q4 profit guidance and expects a faster drop in revenue from Apple. The company cited rising costs and supply chain constraints, while speeding up its diversification into data centers. The stock falls nearly 5% in after-hours trading.

July 30, 2026 at 02:38 pm

Ford Raises Full-Year Outlook After Better-Than-Expected Quarter

Ford posted quarterly earnings that topped expectations and raised its 2026 financial targets despite a decline in revenue. The automaker is benefiting from improved operating efficiency and an expected rebound in its core businesses. The stock rose more than 6% in after-hours trading.

July 29, 2026 at 02:45 pm

Teradyne stock jumps on upbeat outlook for semiconductor demand

Teradyne posted Q3 revenue and profit guidance that topped expectations, supported by steady investment in semiconductor manufacturing equipment, particularly for artificial intelligence applications. The stock jumped over 14% in extended trading on Tuesday.

July 29, 2026 at 02:44 pm

Apple launches iPhone leasing offer with Klarna in US

Apple will soon roll out a new iPhone leasing program developed with Klarna in the US. The plan aims to make its devices more affordable amid expected price increases, while encouraging more frequent hardware upgrades.

July 28, 2026 at 09:44 pm

Britain's TNT Reset

Europe's rearmament drive has encountered an awkward problem: factories can assemble more shells only if they can fill them. A Polish-British project to make TNT in Britain shows how NATO is rebuilding military power.

July 28, 2026 at 03:57 pm

Apple Retakes Wall Street's Crown From Nvidia

Apple has regained its position as Wall Street's most valuable company, with a market capitalization now nearing $5,000bn. The iPhone maker returns to a spot it had not held since April 2025, helped by a combination of its recent stock rally and the pullback in semiconductors.

July 28, 2026 at 03:16 pm

The S&P 500 is closing in on 40% earnings growth. Thanks a lot Alphabet.

No company had ever generated over $100bn in net income in a single quarter.

July 27, 2026 at 09:45 pm