Thomas Barnet

An emotional rollercoaster guaranteed as silver swings

A spectacular overnight plunge, a partial rebound at daybreak: silver is once again showcasing the extreme nervousness of precious-metals markets. Caught between physical supply tightness, financial speculation and technical mechanisms linked to options markets, the grey metal is undergoing violent moves that strain industrial users and raise questions over the sustainability of prices.

05 February 2026 at 11:22 pm AEDT

Analyst calls of the day: JP Morgan is no longer a buyer of Engie, Goldman Sachs trims Renault and Valneva

Among the notable updates, JP Morgan downgrades Engie to market perform, while BNP and UBS raise their targets for Crédit Agricole.

05 February 2026 at 06:26 pm AEDT

Zonebourse Corporate Agenda: Thursday, February 5, 2026

05 February 2026 at 03:35 am AEDT

AMS-Osram gets breathing room by selling part of its sensors business to Infineon

AMS-Osram has agreed to sell its non-optical analog and mixed-signal sensor business to Infineon for €570m in cash. The announcement sent the stock up more than 10% on the Zurich exchange in morning trading.

04 February 2026 at 08:23 pm AEDT

Novartis Struggled at Year-End

The Basel-based pharmaceutical group saw its sales erode in Q4, hit by generic competition to Entresto. Margins held up. The 2026 outlook is cautious: net sales expected to rise slightly in the low single digits, and core operating income expected to decline slightly in the low single digits.

04 February 2026 at 06:58 pm AEDT

UBS sets its 2028 targets after a surge in its 2025 profits

The three-key bank posted better-than-expected results for the fourth quarter of 2025, lifted by wealth management and investment banking. UBS reaffirmed its ambitions to return capital to shareholders, while remaining on hold pending future Swiss prudential rules.

04 February 2026 at 06:40 pm AEDT

France analyst views: Publicis gets trimmed, price targets rise for Amundi

Earnings releases are driving a wave of revisions this morning: Publicis, Amundi and Sartorius Stedim Biotech are in focus. JP Morgan still likes Orange, Goldman Sachs remains cautious on Teleperformance.

04 February 2026 at 06:20 pm AEDT

Zonebourse Corporate Calendar: Wednesday, February 4, 2026

04 February 2026 at 03:48 am AEDT

France analyst views: Morgan Stanley downgrades Renault and Stellantis

French automakers have fallen out of favor at Morgan Stanley, which has turned negative on Renault and has dropped its positive stance on Stellantis. Mediobanca is taking a closer look at French concession operators (Vinci, Eiffage, ADP, Getlink), while Stifel raises its valuation on Exosens.

03 February 2026 at 06:31 pm AEDT

Zonebourse Macro Calendar: Tuesday, February 3, 2026 -

03 February 2026 at 04:15 am AEDT

Zonebourse Corporate Agenda: Tuesday, February 3, 2026 -

03 February 2026 at 04:14 am AEDT

Zonebourse Company Calendar: Week of February 2 to 6, 2026 -

03 February 2026 at 04:13 am AEDT

Gold and silver still under pressure after Friday's rout

Gold and silver, which were severely shaken on Friday January 30, continued with their correction on Monday. The world's leading derivatives exchange operator, CME, has raised its margin requirements, as heavy selling set off late last week.

02 February 2026 at 09:13 pm AEDT

Gold and silver still under pressure after Friday's rout

Gold and silver, severely shaken during Friday, January 30 trading, extend their correction on Monday. The world's leading derivatives exchange operator, the CME, has raised its margin requirements, against a backdrop of heavy selling triggered late last week.

02 February 2026 at 08:31 pm AEDT

France analyst calls: Jefferies rotates out of Airbus in favor of Thales, Oddo lifts BNP target

The first round of recommendations for the week includes several calls on the defense sector (Airbus, Dassault Aviation, Thales) and another target cut for Ubisoft. Barclays looks at media broadcasters and Citi raises its target on Eurofins.

02 February 2026 at 06:25 pm AEDT

Eramet Fires CEO Less Than a Year After His Appointment

Eramet's board of directors has terminated the mandate of its CEO, Paulo Castellari, with immediate effect due to disagreements over management methods. Meeting on Sunday, February 1, the board cited disagreements with the executive, without specifying their nature.

02 February 2026 at 04:57 pm AEDT

Capgemini Puts Subsidiary with ICE Contract Up for Sale in US

In an effort to quell the uproar sparked by revelations of a contract between one of its subsidiaries and the US Immigration and Customs Enforcement (ICE), Capgemini has decided to divest the entity involved, CGS (Capgemini Government Solutions).

02 February 2026 at 04:51 pm AEDT

Capgemini Puts Subsidiary with ICE Contract Up for Sale in the United States

In an effort to quell the uproar sparked by revelations of a contract between one of its subsidiaries and the U.S. Immigration and Customs Enforcement (ICE), Capgemini has decided to divest the entity involved, CGS (Capgemini Government Solutions).

02 February 2026 at 04:31 pm AEDT

Eramet Fires CEO Less Than a Year After His Appointment

Eramet's board of directors has terminated the mandate of its CEO, Paulo Castellari, with immediate effect due to disagreements over management methods. Meeting on Sunday, February 1, the board cited disagreements with the executive, without specifying their nature.

02 February 2026 at 04:09 pm AEDT

Zonebourse Corporate Calendar: Monday, February 2, 2026

31 January 2026 at 03:48 am AEDT

Sharp backlash hits precious metals

-7.5% for an ounce of gold. -16% for an ounce of silver and platinum. -12% for an ounce of palladium. Precious metals, which were unstoppable for weeks, are suffering a severe correction early on January 30.

31 January 2026 at 12:23 am AEDT