Mathieu Rubel

Is investing in French debt at 5% the deal of the century?

What if French debt had become one of the most attractive investments around? With the 10-year yield above 5%, lending to the government may seem particularly appealing. But behind this return lies a paradox: when yields rise, some investors lose money.

24 October 2026 at 01:58 am AEDT

A New ETF to Bet on Big AI Companies' Debt

The race for artificial intelligence is pushing major US tech companies to take on massive amounts of debt. With its new bond ETF, Defiance is offering US investors a way to bet on this financing wave rather than on the sector's stocks: the Defiance AI Infrastructure Bond ETF.

23 October 2026 at 08:12 pm AEDT

Nestlé accelerates growth as volumes return

The Swiss food giant reported better-than-expected quarterly sales, driven by a sharp acceleration in real internal growth. Nestlé is notably benefiting from the strength of its pet care and culinary products businesses, while emerging markets continue to support its operations.

22 October 2026 at 08:03 pm AEDT

Galderma accelerates further and raises its ambitions for 2026

The Swiss dermatology specialist exceeded market expectations in the first nine months of the year. Driven by the commercial success of Nemluvio and the continued strength of its aesthetics business, Galderma raised its full-year growth forecast.

22 October 2026 at 08:03 pm AEDT

Nokia and Nvidia seek to turn 5G antennas into mini data centers

What if cell towers were no longer used solely to transmit data, but also to run artificial intelligence? Nokia and Nvidia are taking their partnership to the next level by integrating AI directly into the operation of mobile networks. The development could open up a new market for both companies, provided they can persuade operators to invest.

22 October 2026 at 08:01 pm AEDT

UCB soars on US demand, Hermes loses ground and drags luxury lower

The European market is highly volatile following the release of several earnings reports. Verisure is benefiting from speculation about a takeover by CVC. UCB, ID Logistics and Schindler are standing out on the upside, while French luxury goods, automotive and banking stocks are falling on the market.

22 October 2026 at 07:23 pm AEDT

Roche beats Q3 expectations and confirms outlook

Swiss pharmaceutical giant Roche reported quarterly sales above market expectations, supported by growth in its key medicines and continued strength in its diagnostics business. The Basel-based company has confirmed its targets for FY 2026.

22 October 2026 at 06:51 pm AEDT

Nestlé accelerates growth as volumes return

The Swiss food giant has reported quarterly sales above expectations, driven by a sharp acceleration in real internal growth. Nestlé is notably benefiting from the momentum of its pet care and culinary products businesses, while emerging markets continue to support business.

22 October 2026 at 06:48 pm AEDT

Adidas accelerates and widens its lead over Nike

In the race amongst sporting goods manufacturers, Adidas has gained a few lengths on its American rival. Driven by record results and upgraded forecasts, the German group is accelerating, while Nike is still looking to regain its pace.

22 October 2026 at 12:05 am AEDT

If Google Cloud catches a cold, European banks sneeze

A power outage at a Google Cloud data center in London was enough to disrupt the services of several European banks, including Revolut, HSBC and Lloyds. The incident was quickly resolved, but it highlighted a vulnerability in the financial system: its dependence on a handful of US technology giants.

21 October 2026 at 07:01 pm AEDT

Vusiongroup celebrated by the market, Carrefour plunges amid a complicated French environment

Vusiongroup benefits from strong results to surge, while Luxembourg-based Grand City Properties, managed from Berlin, acquires a stake in LEG Immobilien, offering investors a glimpse of an accounting gain. Carrefour is in free fall after lowering its full-year outlook, citing in particular the impact of riots and looting in France.

21 October 2026 at 06:46 pm AEDT

They support the Dodgers, but bet $60,000 on their defeat

In Los Angeles, a restaurant group bet $60,000 on the Dodgers being eliminated to protect its revenue. Behind this unusual wager lies a well-known financial strategy: hedging risk, now being explored on prediction markets.

20 October 2026 at 10:52 pm AEDT

Skies clear for OVH, market rumbles at ABB

OVH Group and Comet stand out on the upside thanks to results that exceeded expectations. ABB, Embla Medical and Solvay decline after announcements that failed to convince investors.

20 October 2026 at 07:01 pm AEDT

Nscale preparing a $30bn IPO - investors want nearly half that

A few weeks before its stock market debut, Nscale is seeing its ambitions run up against market reality. While the British artificial intelligence infrastructure specialist is hoping for a $30bn valuation, some investors would reportedly be willing to give it only $16bn to $19bn. And Microsoft's withdrawal from a data center project comes at the worst possible moment.

20 October 2026 at 01:42 am AEDT

Rubis shines on new governance, Serica plunges on Triton setbacks

Markets welcome Mowi's record volumes, Rubis' governance reform and Colruyt's sale of Codifrance. Volex, Eutelsat and Serica fall amid disappointing outlooks, a revised price target and operational difficulties.

19 October 2026 at 07:19 pm AEDT

Five IPOs hit the skids as markets refuse to pay top dollar

They have Nvidia, Europe's rearmament, nuclear power or connected health on their side. On paper, everything seems to be in place to win over Wall Street and other stock markets. Yet these five highly anticipated companies have opted to postpone their IPOs. They blame market conditions. This is a convenient explanation, behind which lie far more concrete questions about valuation and profitability.

12 October 2026 at 05:46 pm AEDT

Argenx regains ground, Orange loses steam

Tryg jumps after better-than-expected results, while Argenx rebounds amid heavy volatility, supported by analysts. Modern Times Group plunges after the postponement of the IPO of its PlaySimple subsidiary, while Orange is hit by concerns surrounding the US telecommunications sector.

09 October 2026 at 06:53 pm AEDT

Daimler Truck accelerates, but leaves EVs on the sidelines

Daimler Truck's Q3 sales jumped 26%, driven by a rebound in the North American market. An encouraging recovery for the German manufacturer, which nevertheless contrasts with a 28% drop in electric vehicle deliveries.

09 October 2026 at 01:03 am AEDT

MarketScreener's odds and ends: when markets go astray

An S&P 500 that is becoming increasingly fragmented, US earnings pulling away from the rest of the world and a European gas storage mechanism coming undone: three charts to understand the anomalies behind major market moves.

09 October 2026 at 12:19 am AEDT

Pluxee and Edenred remain under pressure despite less severe than expected reform in France

The immediate cap on commissions has been ruled out, but Pluxee and Edenred are falling in the stock market. While France's reform of meal vouchers preserves their margins in the short term, it does not dispel investors' concerns about their future profitability.

08 October 2026 at 08:20 pm AEDT

Frasers Goes Shopping Among Struggling Brands With Under Armour Stake

Frasers Group is expanding its portfolio of investments. The British retailer, which owns Sports Direct, has just acquired an 8.8% stake in Under Armour, a US brand that has lost momentum. After Hugo Boss, Harvey Nichols and Accent Group, Mike Ashley continues to bet on weakened retailers as he builds an international retail empire.

08 October 2026 at 08:15 pm AEDT