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Costly war and lucrative contracts – Rebuilding ammo stocks after the Iran War
Markets are currently focusing more on the losses resulting from the ongoing conflict in the Persian Gulf. This instinct is…
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Rare Earth Americas IPO Getting Closer
Rare Earths Americas has published the key assumptions of its IPO. Given the heated debate around rare earth metals and…
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Alphabet Q1 Preview: High Bar and Pressure on Quality
Alphabet enters its Q1 2026 earnings release at a point where the company is no longer priced as a traditional…
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US Stocks Hold Near Records
US equities were mostly steady on Monday, holding their record highs as markets assessed the outlook on Middle East oil…
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What to expect from economic data and corporate earnings this week?
The first few minutes of Monday’s trading session on European markets are seeing moderate gains across most stock indices. Futures,…
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Is the Bank of England right to expect a global stock market sell off?
The Bank of England is worried about a stock market crash and expects an ‘adjustment’ in equity prices. The Deputy…
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Chart of the day: Nasdaq 100
The Nasdaq 100 Index (US100) is operating in an environment rife with conflicting signals, where impressive results from individual companies…
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Defence sector earnings: Saab, Safran, Lockheed Martin
The defence industry is gradually wrapping up its earnings season. Thursday will be dominated mainly by Europe’s sector leaders. Against…
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Philip Morris reports strong quarterly results
Philip Morris (PM.US) reported strong results yesterday for the first quarter of 2026, significantly exceeding market expectations. The main driver…
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ServiceNow plunges 13% after earnings, Software sell-off kick-off again?
The sharp sell-off in ServiceNow shares following its Q1 2026 results may seem exaggerated at first glance. The company did…
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