Kevin Smith

Gold regains momentum as the Fed is seen as less aggressive

Gold has regained some shine over the past few sessions, with US futures climbing from around $4,000 an ounce to nearly $4,500. Talks about a possible agreement between the United States and Iran may have helped the move by reducing oil-related inflation risks, but the main driver of the rebound appears to be a sharp reset in expectations for US interest rates.

11 August 2026 at 05:43 am AEST

Disney+ and Hulu step up video podcasts with iHeartMedia

Disney+ and Hulu have struck a partnership with iHeartMedia to stream six podcasts in video, strengthening their libraries in a fast-growing streaming format. The initiative aims to attract and retain more users as Netflix and HBO Max also invest in the market. Financial terms of the deal were not disclosed.

11 August 2026 at 04:37 am AEST

Meta and other tech giants exposed to thousands of addiction lawsuits

A US appeals court has allowed thousands of cases to proceed against Meta, Google, TikTok, Snapchat and other platforms accused of designing their services to encourage addictive use among young people. The decision keeps significant legal pressure on an industry already facing several adverse rulings in the United States.

11 August 2026 at 04:36 am AEST

Wall Street trades without a clear direction

Major US indexes are moving without much direction this Monday. Investors remain focused on any developments tied to the situation in the Strait of Hormuz, while bracing for a data-heavy week on the macro front.

11 August 2026 at 02:33 am AEST

GameStop reportedly weighs dropping its eBay bid in favor of a partnership

According to Bloomberg, Ryan Cohen is considering scrapping his $55.5bn bid for eBay in favor of a commercial alliance built around GameStop's store network.

11 August 2026 at 02:33 am AEST

Csquare ticks higher after upbeat Bank of America call

Csquare shares are up about 3% to about $22.1 in early Wall Street trading on Monday, supported by Bank of America, which has initiated coverage with a "buy" rating and a $46 target price, based on a target 2027 EV/EBITDA multiple of 22x.

11 August 2026 at 02:33 am AEST

Archer Aviation's Boeing acquisitions draw praise

Archer Aviation is soaring on Wall Street (+18.16%, to $6.605) after announcing it has signed definitive agreements with Boeing (+0.44%, to $235.50), allowing the former to acquire three Boeing subsidiaries.

11 August 2026 at 01:29 am AEST

Intel to raise $15bn through a share offering

Intel plans to raise $15bn through a share offering, notably aimed at funding its AI capital spending.

11 August 2026 at 01:29 am AEST

Microsoft reportedly preparing to launch its Maia 300 chip as soon as September

Microsoft plans to publicly unveil its new Maia 300 artificial intelligence chip this fall, potentially as early as September, according to The Information. This next generation is expected to help the company speed up development of its own AI processors and reduce its reliance on Nvidia's expensive chips, after a slower rollout than some rivals since the first Maia was introduced in November 2023.

11 August 2026 at 01:27 am AEST

Donald Trump Is Not Done With the Fed

Despite Kevin Warsh's arrival, political pressure remains intense.

10 August 2026 at 10:22 pm AEST

When AI and Passive Investing Threaten Our Judgment

"At a time when artificial intelligence is transforming how we relate to information and when passive investing is taking up a growing share of financial markets, the same risk is emerging: that of an economy in which repetition and concentration gradually take precedence over analysis and judgment," notes David Kalfon, chairman of Sanso Longchamp AM.

10 August 2026 at 10:22 pm AEST

The US labor market is holding up better than the NFP suggests

The US labor market surprised in July with the loss of 23,000 non-farm jobs, far from the image of resilience it had projected in recent months.

10 August 2026 at 10:22 pm AEST

Apple turns to China for its memory chips

Facing a global shortage of memory chips driven by the AI rush, Apple is testing components from Chinese manufacturer CXMT across its entire lineup, including iPhone and MacBook, according to The Wall Street Journal.

10 August 2026 at 06:34 pm AEST

Oil rebounds, but uncertainty remains about reopening Strait of Hormuz

Crude oil prices rose on Monday as the terms for the reopening of the Strait of Hormuz are still to be defined. Tehran says a deal with Oman is close, although it maintains several demands on Washington.

10 August 2026 at 06:33 pm AEST

Porsche SE Puts Volkswagen Up Against the Wall

Volkswagen's largest shareholder, the holding company of the Porsche and Piech families, is calling for a swift reduction in costs and excess capacity. Its backing for Oliver Blume's sweeping restructuring plan sets the stage for a showdown with unions and the state of Lower Saxony.

10 August 2026 at 05:02 pm AEST

Weekly earnings calendar: Cisco, Adyen, Cerebras and Applied Materials to announce

Welcome to the weekly earnings calendar for listed companies for the week of August 10 to 14, 2026. Among the week's releases are results from Cisco Systems, Applied Materials, Antofagasta, RWE, Commonwealth Bank of Australia, Simon Property Group, Barrick Mining, Valneva, China Mobile and Aviva.

10 August 2026 at 04:42 pm AEST

AI, the Fed and the Yen: the new equation for the US markets

For Swiss private bank J. Safra Sarasin, the US economy continues to grow more strongly than expected. Consumers are maintaining spending steady despite higher energy costs, supported by generous tax refunds. At the same time, an exceptional wave of investment in data centers, software, semiconductors and other infrastructure tied to artificial intelligence is creating a new and powerful source of demand. Together, these forces are pushing economic activity well above its estimated long-term potential and allowing companies to raise prices as well as profit margins.

08 August 2026 at 05:44 am AEST

Three stocks trading at under 5 times earnings, so what?

Volkswagen, Renault and Air France-KLM are trading at less than five times their expected earnings. Three discounts that have nothing to do with one another. Along the way, you will run into a sausage, an R5 and your Flying Blue miles.

07 August 2026 at 10:36 pm AEST

Global food prices: mixed monthly gain in the FAO index

The FAO Food Price Index averaged 131.1 points in July 2026, up 0.7 point (0.6%) from the previous month. Increases in the cereals, sugar and vegetable oil price indices were partly offset by declines for meat and dairy products. The overall food price index rose 1.3 points (1%) from its level a year earlier, but remained 29.1 points (18.2%) below its record high reached in March 2022.

07 August 2026 at 10:07 pm AEST

Negotiations Advance on Sale of 114 Rafale Jets to India

The file covering 114 Rafale jets intended for India has cleared another key milestone, with a French offer now in New Delhi's hands. The main issues are now price, contractual terms, the manufacture of more than 90 aircraft in India and, above all, the ability to integrate Indian weapons in the future.

07 August 2026 at 07:16 pm AEST

Munich Re: Sell Off After Lackluster Interim Results

Munich Re shares are down 2.4% at EUR510 in Frankfurt after publishing H1 results that confirmed its preliminary figures from two weeks ago, including net profit of EUR2,211m for Q2 2026 versus EUR2,085m a year earlier, while announcing a mixed outlook.

07 August 2026 at 07:15 pm AEST