Tony Grandsire

Data Centers After the Midterms: Is the AI Trade Really at Risk?

The Democrats' victory in the US elections is raising new uncertainties over data center construction. After a spectacular correction on Wall Street, investors are questioning the future of the hundreds of billions of dollars being poured into artificial intelligence. However, with projects already underway, order books well filled and demand still high, the risk could primarily reshuffle the deck among industry players.

07 November 2026 at 03:00 am AEDT

New Transaction in the Europe Investor Portfolio

We are carrying out new transactions in MarketScreener's Europe portfolio.

07 November 2026 at 01:36 am AEDT

ETF Monthly: The Market Starts Playing Defense Over Attack

AI sent the bill, energy and healthcare absorbed the rotation, and gold tumbled. A look back at ETF news and performance, plus our pick of themes and regions.

06 November 2026 at 10:14 pm AEDT

The 10 post-midterm shocks reshuffling the market deck

The Dow Jones jumps 3%, oil prices collapse, renewable energy stocks soar and chipmakers tumble as far as Asia. The Democrats' victory in the US elections is triggering a spectacular rotation, extending well beyond technology. Ten developments to understand investors' new bets and their potential consequences.

06 November 2026 at 12:18 am AEDT

Air France-KLM: Premium Takes Off, Fuel Bill Does Too

Air France-KLM posted a better-than-expected third quarter, driven by the upscale positioning of its cabins and the strength of air freight. But behind the positive surprise, soaring fuel prices continue to weigh on the group's outlook.

05 November 2026 at 06:29 pm AEDT

Marvell-Lumentum: The call to Jensen Huang and the deal's behind-the-scenes story

As an investor in and strategic partner to both future newlyweds through Nvidia, Jensen Huang gave them his blessing before the announcement. The largest transaction in semiconductor history involves far more than a giant acquisition, and still faces several hurdles before it can be completed.

04 November 2026 at 06:22 pm AEDT

Tokyo Electron: AI giants are not done with running their machines hot

The Japanese semiconductor equipment maker beats expectations by a wide margin in Q2, while unveiling particularly ambitious guidance. Boosted by investment in artificial intelligence, the group expects operating profit to rise 87% for the fiscal year. And it still sees no sign of demand losing steam.

30 October 2026 at 08:13 pm AEDT

Linde finds a new spark in AI chips

The global industrial gas giant beats expectations in Q3, notably driven by the semiconductor boom. While its margins are still struggling to improve, the strength of its project backlog and demand in electronics are reassuring Citi analysts.

30 October 2026 at 02:32 am AEDT

Quanta Services keeps pushing its limits, Jefferies sees 37% upside

Records keep falling at Quanta Services. Driven by investment in power grids and data centers, the US group is blowing past expectations in the third quarter and raising its guidance once again. For Jefferies, the momentum could still deliver some pleasant surprises.

30 October 2026 at 02:27 am AEDT

SK Hynix blows past records, with memory shortage possibly lasting through 2030

The Korean memory maker posted an eye-popping 80% operating margin in the third quarter and announced ?100tn in shareholder returns this year. Despite net income coming in below expectations, the market is focusing on the group's exceptional visibility, with a memory shortage expected to last through 2030. The stock surged nearly 11% in Seoul.

28 October 2026 at 09:07 pm AEDT

S&P Global raises targets and could spin off Capital IQ

The group beat consensus in Q3 and raised its full-year earnings forecast for the second time. Above all, it announced a strategic review of Capital IQ and related data businesses, including a possible sale.

28 October 2026 at 09:06 pm AEDT

Speculators Pay the Price as Bitcoin Retreats

Bitcoin briefly fell back below $80,000 last weekend, triggering a new wave of liquidations in leveraged markets. The move came after two sessions of outflows from US bitcoin ETFs, as rising expectations for higher interest rates in the United States complicate the outlook. The crypto sphere is once again confronting some old demons.

28 October 2026 at 07:40 pm AEDT

Wall Street gets out its checkbook for Anthropic, while Broadcom steps up

Bank of America, Blackstone, Citi and Morgan Stanley have announced a $63bn financing arrangement to purchase artificial intelligence chips supplied by Broadcom. The huge deal also reveals another facet of the AI boom. Semiconductor manufacturers are no longer content to sell their equipment; they are now sharing in the financial risks.

27 October 2026 at 09:40 pm AEDT

Fed, ECB, BoJ and Big Tech, the week that could turn markets around

Three major central banks, three technology giants and an avalanche of corporate earnings. Investors are bracing for an exceptionally busy week, as surging oil prices complicate the monetary outlook and doubts grow over the profitability of investments in artificial intelligence.

27 October 2026 at 06:49 pm AEDT

Oil triggers a special dividend at Eni

The Italian oil group more than doubled adjusted net profit in Q3 to EUR2.801bn, above expectations. It is therefore paying a special dividend of EUR0.46 per share, or around EUR1.3bn, and is increasing its share buyback program to EUR3.8bn, nearly triple what it had planned at the start of the year.

23 October 2026 at 08:15 pm AEDT

Operational efficiency saves Electrolux

On Friday the Swedish home appliance maker reported an operating profit excluding non-recurring items of SEK 912m, above expectations, thanks to SEK 1.4bn in cost savings during the quarter alone. But it ended the period with a net loss of SEK 340m and lowered its full-year outlook for volumes, prices and product mix. The stock surged at the open before easing back.

23 October 2026 at 08:14 pm AEDT

The premium that made Norsk Hydro's quarter is already narrowing

The Norwegian aluminum producer reported Friday adjusted operating profit before depreciation and amortization of NOK 9,089m, up 52% y-o-y, although below the NOK 9,530m expected. Above all, it expects the premium it charges over the benchmark price to decline and its costs to rise in Q4. The stock is down about 6%.

23 October 2026 at 08:14 pm AEDT

Saab books three times more orders than it bills

The Swedish defense group recorded SEK65,825m in orders in Q3, up 216% y-o-y, including SEK24.6bn for 16 Gripen E fighters destined for Ukraine. Revenue rose 30% and operating profit increased 42%, both above expectations.

23 October 2026 at 08:14 pm AEDT

OVHcloud shareholder unloads 3% stake, shares plunge

An unidentified shareholder sold 4.65 million OVHcloud shares Thursday evening in an accelerated placement at €13.30 apiece, a 15.3% discount to the day's closing price. The stock fell 18% Friday morning, taking it below the placement price.

23 October 2026 at 06:30 pm AEDT

What's Behind Europe's Most Shorted Stocks?

M&A arbitrage trades, particularly in targeted sectors, reflect changing views. European filings show who is betting against what, and for how much. It is up to us to understand why.

23 October 2026 at 05:58 pm AEDT

AI has tipped China's stock market bearish

The CSI 300 is heading for a 10th consecutive week of declines. This time, it was neither real estate nor consumption that pushed it there, but the collapse of its own artificial intelligence stocks.

22 October 2026 at 11:06 pm AEDT