Archives d&#x27;actualités

XAU/USD Brent Crude WTI Crude

27 days ago

Matières premières

Matières premièresHaussier

Gold Tests Historic $5,200 Milestone as Geopolitical Tensions Escalate

Faits marquants

•Gold prices tested the $5200 level as the bullish momentum continues.
•Silver prices also pushed higher alongside the gold rally.
•Rising global tensions are driving investors toward safe-haven assets.

Impact:

9/10

XAU/USD XAG/USD

28 days ago

Crypto

CryptoHaussierMis à jour×3

Mizuho: Stripe’s $159B Valuation Makes PayPal Acquisition Financially Feasible

Faits marquants

•Bloomberg reported that Stripe is exploring a potential deal to acquire PayPal.
•Stripe has growing ambitions in stablecoins and blockchain technology.
•PayPal is currently characterized as an embattled fintech firm facing challenges.

Impact:

8/10

PYPL PYUSD USDC SOL

27 days ago

Macroéconomie

MacroéconomieBaissier

Trump to Sign 15% Tariff Proclamation and Address USMCA Trade Gaps

Faits marquants

•President Trump plans to sign a supplemental proclamation to increase tariff levels to 15% where appropriate.
•The US administration seeks to address gaps in the trade deal with Canada and Mexico (USMCA).
•The US expects the UK and European Union to honor their existing trade deals.

Impact:

8/10

USD/MXN USD/CAD EUR/USD GBP/USD SPY

27 days ago

Forex

ForexMixte

BOJ Leadership Nominees Spark Yen Rally and Record Stock Highs

Faits marquants

•New nominees for the Bank of Japan (BOJ) leadership were announced.
•USD/JPY faced selling pressure, indicating Japanese Yen strength.
•Japanese stocks rallied to reach new record highs.

Impact:

8/10

USD/JPY N225 JGB EUR/JPY

28 days ago

Géopolitique

GéopolitiqueMixte

Iran and Russia Ink Covert €500M Missile Deal to Bolster Air Defenses

Faits marquants

•Russia will supply Iran with 500 'Verba' launch units and 2,500 '9M336' missiles over 3 years.
•The deal is valued at approximately €500 million and was signed in Moscow last December.
•The deal aims to rebuild Iranian air defenses damaged by Israeli-US airstrikes.

Impact:

7/10

28 days ago

Banques centrales

Banques centralesBaissier

Bank of Thailand Surprises Markets with Rate Cut to Bolster Economic Recovery

Faits marquants

•Thailand's central bank cut its policy rate at its first meeting of the year.
•This marks the second consecutive round of monetary easing.

Impact:

7/10

USD/THB SET Index THB/JPY

28 days ago

Obligations

ObligationsBaissier

UBS Warns Private Credit Default Rates Could Hit 15% Amid AI Disruption

Faits marquants

•UBS strategists warned that default rates in the private credit market could surge to as high as 15%.
•The primary driver for this projected surge is the 'aggressive' disruption that AI could cause to the business models of corporate borrowers.

Impact:

7/10

ARCC HYG XLF LQD

27 days ago

February 25, 2026Connecté

337 actualitésDernière mise à jour: 3:09:53 PM

Actions

ActionsMixteMis à jour

NVIDIA Beats Q4 Expectations with Record $68 Billion Revenue and 35% Profit Surge

Faits marquants

•Wall Street analysts have set the revenue expectation for NVIDIA's fiscal Q4 2026 at $65.7 billion.
•Official financial results are expected to be released after the market close tonight.

Impact:

9/10

XAU/USD Brent Crude WTI Crude

27 days ago

Matières premières

Matières premièresHaussier

Gold Tests Historic $5,200 Milestone as Geopolitical Tensions Escalate

Faits marquants

•Gold prices tested the $5200 level as the bullish momentum continues.
•Silver prices also pushed higher alongside the gold rally.
•Rising global tensions are driving investors toward safe-haven assets.

Impact:

9/10

XAU/USD XAG/USD

28 days ago

Crypto

CryptoHaussierMis à jour×3

Mizuho: Stripe’s $159B Valuation Makes PayPal Acquisition Financially Feasible

Faits marquants

•Bloomberg reported that Stripe is exploring a potential deal to acquire PayPal.
•Stripe has growing ambitions in stablecoins and blockchain technology.
•PayPal is currently characterized as an embattled fintech firm facing challenges.

Impact:

8/10

PYPL PYUSD USDC SOL

27 days ago

Macroéconomie

MacroéconomieBaissier

Trump to Sign 15% Tariff Proclamation and Address USMCA Trade Gaps

Faits marquants

•President Trump plans to sign a supplemental proclamation to increase tariff levels to 15% where appropriate.
•The US administration seeks to address gaps in the trade deal with Canada and Mexico (USMCA).
•The US expects the UK and European Union to honor their existing trade deals.

Impact:

8/10

USD/MXN USD/CAD EUR/USD GBP/USD SPY

27 days ago

Forex

ForexMixte

BOJ Leadership Nominees Spark Yen Rally and Record Stock Highs

Faits marquants

•New nominees for the Bank of Japan (BOJ) leadership were announced.
•USD/JPY faced selling pressure, indicating Japanese Yen strength.
•Japanese stocks rallied to reach new record highs.

Impact:

8/10

USD/JPY N225 JGB EUR/JPY

28 days ago

Géopolitique

GéopolitiqueMixte

Iran and Russia Ink Covert €500M Missile Deal to Bolster Air Defenses

Faits marquants

•Russia will supply Iran with 500 'Verba' launch units and 2,500 '9M336' missiles over 3 years.
•The deal is valued at approximately €500 million and was signed in Moscow last December.
•The deal aims to rebuild Iranian air defenses damaged by Israeli-US airstrikes.

Impact:

7/10

28 days ago

Banques centrales

Banques centralesBaissier

Bank of Thailand Surprises Markets with Rate Cut to Bolster Economic Recovery

Faits marquants

•Thailand's central bank cut its policy rate at its first meeting of the year.
•This marks the second consecutive round of monetary easing.

Impact:

7/10

USD/THB SET Index THB/JPY

28 days ago

Obligations

ObligationsBaissier

UBS Warns Private Credit Default Rates Could Hit 15% Amid AI Disruption

Faits marquants

•UBS strategists warned that default rates in the private credit market could surge to as high as 15%.
•The primary driver for this projected surge is the 'aggressive' disruption that AI could cause to the business models of corporate borrowers.

Impact:

7/10

ARCC HYG XLF LQD

27 days ago

ActionsHaussierMis à jour

Nvidia Beats Earnings Expectations, Sparking Broad Market Rally and AI Optimism

Faits marquants

•Beth Kindig, lead tech analyst at I/O Fund, discussed Nvidia's future trajectory ahead of its earnings report.
•The analysis focuses on Nvidia's leadership in the semiconductor sector and AI innovation.

Impact:

9/10

27 days ago

ActionsHaussierMis à jour×2

NVIDIA Beats Q4 Estimates with 84% Operating Income Surge and Bullish 2027 Outlook

Faits marquants

•Nvidia projects fiscal first-quarter sales will be approximately $78 billion.
•The company stated that customers are racing to invest in AI compute infrastructure.

Impact:

9/10

NVDA QQQ SOXX SPY

27 days ago

ActionsHaussierMis à jour×3

Nvidia Becomes World's Most Valuable Company Amid Record Profits and AI Capex Surge

Faits marquants

•Nvidia's earnings exceeded analyst expectations, driven by record revenue in its data center segment.
•Nvidia is the only member of the 'Magnificent Seven' stocks to show gains so far this year.
•Shares of Tesla, Microsoft, Alphabet, Meta, Apple, and Amazon have yet to see gains in 2026 according to the report.

Impact:

9/10

NVDA TSLA MSFT GOOGL META+2

27 days ago

ActionsMixte

Wall Street Braces for Nvidia Earnings Amid AI Sector Volatility Concerns

Faits marquants

•Traders are on edge and highly anxious ahead of Nvidia's earnings report tonight.
•The market saw a 1% decline on Monday fueled by fears that AI might trigger an economic doom cycle.
•Some analysts believe the recent market decline was an overreaction or 'overcooked'.

Impact:

9/10

28 days ago

ActionsHaussier

Nvidia Shares Surge on Blockbuster Earnings and Bullish AI Guidance

Faits marquants

•Nvidia beat Wall Street estimates for revenue and earnings driven by surging demand for AI-focused chips.
•Revenue guidance for the current quarter was significantly ahead of market expectations.
•Nvidia received a rating upgrade with its valuation considered reasonable compared to industry peers.

Impact:

9/10

27 days ago

ActionsHaussier

Nvidia Eyes Record Q4 Earnings Amid Surging AI Infrastructure Demand

Faits marquants

•Nvidia is expected to report Q4 revenue of approximately $65.5 billion, a 67% year-over-year increase.
•The company has beaten analyst estimates in 20 of the past 22 quarters.
•Nvidia's quarterly revenue has more than doubled in under two years.

Impact:

9/10

27 days ago

ActionsHaussier

Nvidia Eyes Q4 Earnings Beat as Focus Shifts to Fiscal 2027 Outlook

Faits marquants

•Nvidia is scheduled to report its fiscal fourth-quarter earnings after the closing bell on Feb. 25.
•Insatiable demand for GPUs is expected to help the company exceed Wall Street's fiscal fourth-quarter sales and profit estimates.
•The report suggests that success will be determined by a specific metric beyond sales and profits, particularly regarding the fiscal 2027 outlook.

Impact:

9/10

28 days ago

ActionsBaissier

Nasdaq to Delist CASI Pharmaceuticals Over Listing Compliance Failures

Faits marquants

•CASI Pharmaceuticals received a decision from the Nasdaq Hearings Panel to delist its securities from the exchange.
•Trading of the company's securities on Nasdaq will be suspended at the open of business on February 26, 2026.
•The delisting is due to the company's failure to satisfy Nasdaq's continued listing conditions.

Impact:

9/10

CASI

27 days ago

ActionsHaussier

Meta and AMD Sign Massive $100 Billion AI Chip Deal with Equity Option

Faits marquants

•Meta signed an agreement to purchase AMD's MI450 chips to power its data centers.
•The deal could reach a value of $100 billion and includes an option for Meta to take a 10% stake in AMD.
•The agreement covers a 6-gigawatt capacity for data centers.

Impact:

9/10

AMD META NVDA SMH

27 days ago

ActionsBaissier

Software Sector Erases $275 Billion in Single Day Amid 'Saaspocalyspe' and AI Fears

Faits marquants

•Over $275 billion in market value was erased from software equities in a single day.
•IBM is identified as a victim of the disruptive potential of AI.
•The decline began in late 2025 and accelerated during the 'Saaspocalyspe' in February 2026.

Impact:

9/10

IBM IGV XLK SPY

27 days ago

ActionsMixte

Tech and Fintech Giants Prepare for Q4 Earnings: Nvidia, Sea Limited, and StoneCo in Focus

Faits marquants

•Sea Limited (SE) is expected to face pressure from rising credit costs and operating expenses despite strong momentum in Shopee.
•Nvidia (NVDA) is set to report earnings in what is considered a defining moment for markets due to its AI chip leadership.
•StoneCo (STNE) is likely to show revenue and EPS gains fueled by credit expansion and cost efficiency.

Impact:

9/10

NVDA SE STNE QQQ SPY

27 days ago

ActionsMixte

Nvidia Earnings to Test Resilience of European Tech Stocks and ASML

Faits marquants

•Nvidia is preparing to release its Q4 earnings, serving as a primary barometer for the AI revolution.
•Dutch company ASML is among the most impacted European firms by Nvidia's results due to its role in supplying chipmaking equipment.

Impact:

8/10

NVDA ASML SX8P SOXX

27 days ago

ActionsMixteMis à jour×2

Netflix Intensifies Lobbying to Counter Paramount’s Lead in WBD Acquisition Race

Faits marquants

•Netflix CEO Ted Sarandos is scheduled to attend White House meetings on Thursday to discuss the proposed acquisition of Warner Bros Discovery.
•The move underscores the political and regulatory dynamics involved in the potential merger proposal.

Impact:

8/10

NFLX WBD

27 days ago

ActionsHaussierMis à jour×3

WBD's Paramount Bid Gains Momentum as $31 Per Share Offer Welcomed

Faits marquants

•Paramount has increased its bid to acquire Warner Bros. Discovery to $31 per share.
•Warner Bros. is still recommending Netflix’s takeover bid but is currently reviewing the fresh offer from Paramount.
•Neither company provided further details regarding the specifics of the revised Paramount bid.

Impact:

8/10

WBD PARA NFLX

27 days ago

ActionsHaussier

Vopak Reports Record 2025 Profits and Unveils €1.7 Billion Shareholder Return Plan

Faits marquants

•Vopak's net profit for FY 2025 increased by 61% to EUR 604 million.
•The company announced a EUR 1.7 billion shareholder distribution program through 2030, including a EUR 500 million share buyback.
•Proposed dividend for FY 2025 is EUR 1.80 per share, a 12.5% year-on-year increase.

Impact:

8/10

VPK.AS VOPKF

28 days ago

ActionsHaussier

Japanese Equities Hit Record Highs Driven by Export Surge and Structural Reforms

Faits marquants

•Exports are experiencing a major boom, supporting economic strength.
•The local currency is showing significant improvement alongside the market rally.
•The government is pursuing an ambitious reform program specifically aimed at boosting stock market attractiveness.

Impact:

8/10

Nikkei 225 USD/JPY TOPIX

28 days ago

ActionsHaussier

Sandisk Crushes Estimates with Strong Q2 Results and Bullish Q3 Guidance

Faits marquants

•Sandisk significantly exceeded market expectations for revenue and EPS in Q2.
•The company guides for Q3 revenue between $4.4B-$4.8B and EPS between $12-$14.
•Gross margin jumped from 29.9% in Q1 to 51.1% in Q2, with Q3 guidance reaching up to 66.9%.

Impact:

8/10

WDC MU STX SOXX

28 days ago

ActionsHaussier

TSMC Hikes Dividend by 28% and Projects Robust 38% Revenue Growth for 2026

Faits marquants

•TSMC raised its annual dividend to at least TWD 23 per share in 2026, a 28% increase from TWD 18 in 2025.
•The company is guiding for 38% revenue growth in the first quarter of 2026.
•The strong growth reflects sustained demand for AI technologies despite ongoing geopolitical risks.

Impact:

8/10

TSM SOXX

27 days ago

ActionsHaussier

Meta and AMD Ink $100 Billion AI Deal, Sparking Major Market Recovery

Faits marquants

•Meta and AMD entered into a massive $100 billion deal related to AI technology.
•The S&P 500 climbed 0.8%, recovering nearly three-quarters of its sharp drop from the previous day.

Impact:

8/10

AMD META SPY QQQ

27 days ago

ActionsMixte

Markets Await Nvidia Earnings as Anthropic Shifts AI Safety Stance

Faits marquants

•Investors are awaiting Nvidia's earnings report for clues on the market impact of AI.
•Anthropic is loosening its central safety policy amid a dispute with the US Defense Department over guardrails.

Impact:

8/10

NVDA QQQ SOXX

27 days ago

ActionsHaussier

Nvidia Unveils Vera Rubin AI System with 10x Efficiency Boost Over Blackwell

Faits marquants

•Nvidia's upcoming Vera Rubin system delivers 10 times more performance per watt compared to its Blackwell predecessor.
•The new system is scheduled to begin shipping in the second half of 2026.
•Vera Rubin will consume about twice as much power as Blackwell but offers significantly higher efficiency.

Impact:

8/10

NVDA SMH QQQ SOXX

27 days ago

ActionsHaussier

Potential Stripe-PayPal Merger Rumors Could Reshape Global Payments Industry

Faits marquants

•Reports emerged indicating Stripe's interest in potentially acquiring or merging with PayPal.
•The potential combination would significantly restructure the global payments industry landscape.

Impact:

8/10

PYPL SQ ADYEN IPAY

28 days ago

ActionsBaissier

C3.ai Shares Plunge 20% After Announcing 26% Workforce Cut and Weak Forecast

Faits marquants

•C3.ai is cutting 26% of its global workforce as part of a restructuring push.
•New CEO Stephen Ehikian is leading the company's restructuring efforts.
•The company forecast current-quarter sales below market estimates.

Impact:

8/10

27 days ago

ActionsBaissier

Hub Group Shares Plunge 27% Amid Accounting Scandal and Legal Investigation

Faits marquants

•Hub Group (HUBG) shares plummeted over 27% on February 6, 2026, following the disclosure of accounting errors.
•The company admitted that its quarterly financial reports dating back to March 31, 2025, should no longer be relied upon.
•Law firm Hagens Berman has launched an investigation into whether the company intentionally misled investors regarding accounting standards.

Impact:

8/10

HUBG

27 days ago

ActionsHaussier

Axon Enterprise Shares Surge 16% on Strong Q4 Earnings and Government Demand

Faits marquants

•Axon Enterprise shares jumped 16% in premarket trading following strong financial results.
•Fourth-quarter profit exceeded Wall Street analyst expectations.
•Profit growth is attributed to strong demand for security devices and software, bolstered by government spending.

Impact:

8/10

27 days ago

ActionsMixte

AMD and Meta Sign $60 Billion AI Deal Amid Concerns Over Share Dilution

Faits marquants

•AMD signed a landmark multi-year agreement with Meta Platforms valued at at least $60 billion.
•Meta will deploy 6 gigawatts of AI compute power using AMD’s next-gen Instinct MI450 accelerators.
•AMD issued performance-based warrants to Meta for up to 160 million shares, representing about a 10% stake.

Impact:

8/10

AMD META

28 days ago

ActionsHaussier

Azul S.A. Emerges from Chapter 11 with $2.5 Billion Debt Reduction

Faits marquants

•Azul successfully completed its voluntary financial restructuring and emerged from Chapter 11.
•The company received $850M in new equity investments.
•Debt and lease obligations were reduced by approximately $2.5B, achieving the lowest leverage in the company's history.

Impact:

8/10

AZUL AZULQ AZUL53

27 days ago

ActionsBaissier

UnitedHealth Shares Plunge 23% Amid Regulatory Shocks and Weak Guidance

Faits marquants

•UnitedHealth (UNH) stock dropped 23.1% in under a month, falling from $356 to $274.
•The Trump administration proposed a near-flat reimbursement rate increase of only 0.09% for 2027, significantly lower than industry models.
•Disappointing 2026 financial guidance contributed to the downward pressure on the stock.

Impact:

8/10

UNH XLV DIA

27 days ago

ActionsHaussier

Eli Lilly’s GLP-1 Drugs Drive 2025 Revenue Surge to New Heights

Faits marquants

•Mounjaro and Zepbound accounted for 56% of Eli Lilly's total revenues in 2025.
•Surging demand for obesity treatments led to a revenue breakthrough.
•Medicare access and new product launches are expected to fuel future growth.

Impact:

8/10

LLY XLV

27 days ago

ActionsHaussier

PayPal Attracts Takeover Interest as Meta Plans Multi-Billion AMD Investment

Faits marquants

•PayPal is reportedly attracting takeover interest from undisclosed parties.
•Meta plans to spend billions of dollars on hardware from AMD.

Impact:

8/10

PYPL AMD META

27 days ago

ActionsMixte

AMD Challenges Nvidia's Dominance with Massive Meta GPU Supply Deal

Faits marquants

•AMD secured a 6GW GPU deal with Meta Platforms Inc.
•Wall Street reactions are mixed; JPMorgan and Goldman Sachs remain cautious while BofA Securities is bullish.
•The deal is framed as a significant challenge to Nvidia's dominance in the AI chip market.

Impact:

8/10

AMD NVDA META

27 days ago

ActionsBaissier

Workday (WDAY) Shares Plunge 40% Amid Growing SaaS-pocalypse Concerns

Faits marquants

•Workday (WDAY) shares have fallen 40% since the start of 2026.
•The latest earnings report triggered a wave of analyst downgrades.
•The company is being viewed as a victim of the so-called "SaaS-pocalypse" affecting the software sector.

Impact:

8/10

WDAY IGV CRM QQQ

27 days ago

ActionsBaissier

Driven Brands Stock Plummets After Failing to Report Scheduled Earnings

Faits marquants

•Driven Brands stock crashed after the company failed to release its scheduled earnings report.
•The company was supposed to report earnings today but did not proceed as planned.

Impact:

8/10

DRVN

27 days ago

ActionsBaissier

Hims & Hers Faces Existential Risks Amid SEC Probe and GLP-1 Regulatory Uncertainty

Faits marquants

•Hims & Hers faces existential risks due to regulatory uncertainty surrounding compounded GLP-1 drugs.
•The company is under an SEC investigation, which is clouding investor trust and visibility.
•Margin erosion and weak guidance have undermined the company's growth narrative despite subscriber increases.

Impact:

8/10

HIMS

27 days ago

ActionsBaissierMis à jour

Intuitive Machines Slumps 15% on Share Sale; Oracle Rises on Oppenheimer Upgrade

Faits marquants

•Intuitive Machines plans to sell $175 million worth of new stock, approximately 11.6 million shares.
•The capital raise aims to replenish cash reserves exhausted by the acquisition of Lanteris last month.

Impact:

7/10

LUNR

27 days ago

ActionsHaussierMis à jour×3

HSBC Shares Near Record High as Bank Raises Return Targets and Beats Profit Estimates

Faits marquants

•HSBC reported annual pre-tax profit of $29.91 billion, beating the bank's estimates.
•Pre-tax profit dropped over 7%, while revenue saw a significant jump.
•The bank completed the privatization of Hang Seng Bank on Jan. 26.

Impact:

7/10

HSBA.L 0005.HK HSBC

27 days ago

ActionsHaussierMis à jour

Markets Await Nvidia’s 'Make or Break' Earnings Report on Wednesday Post-Market

Faits marquants

•Nvidia's revenue growth accelerated significantly in fiscal Q3.
•Management provided exceptionally strong guidance for fiscal Q4.
•Data center revenue soared, driven by AI demand.

Impact:

7/10

NVDA QQQ SOXX

27 days ago

ActionsBaissierMis à jour

Workday Shares Tumble 10% on Weak Revenue Forecast and Macro Concerns

Faits marquants

•Workday's stock fell sharply following the release of earnings and margin guidance.
•Margin outlook missed analyst expectations due to increased investments in AI.

Impact:

7/10

WDAY IGV QQQ

27 days ago

ActionsHaussier

Mercado Libre Q4 Revenue Surges 45% Driven by AI Investments

Faits marquants

•Mercado Libre reported a 45% surge in revenue for the fourth quarter.
•AI investments supported operational efficiency and growth across the e-commerce ecosystem.

Impact:

7/10

MELI

28 days ago

ActionsMixte

Snowflake Q4 Earnings Preview: A Potential Catalyst for Stock Recovery

Faits marquants

•Snowflake is scheduled to report fourth-quarter financials after the stock market closes Wednesday.

Impact:

7/10

SNOW

28 days ago

ActionsHaussier

Milei’s Midterm Victory Boosts Argentina’s Stability and ARGT ETF Outlook

Faits marquants

•Javier Milei's party secured a midterm victory, effectively extending his governability window by at least 1.5 years.
•The country risk index (EMBI) dropped below 500 bps for the first time in several years.
•Argentine equities are benefiting from falling inflation and a strengthening external balance.

Impact:

7/10

ARGT GGAL BMA YPF

27 days ago

ActionsBaissierMis à jour

Fiserv Shares Rebound on Strategic Partnership with Peoples Group in Canada

Faits marquants

•Fiserv's share price collapsed by approximately 75% from its all-time high of $238.59.
•Half of the decline occurred in a single day following the release of disastrous Q3-25 results.
•Organic revenue growth in fiscal 2026 is expected between +1% and +3%, down from historical low-double digit rates.

Impact:

7/10

27 days ago

ActionsHaussier

JP Morgan Hikes Long-Term Gold Forecast to $4,500, Names Top Mining Picks

Faits marquants

•JP Morgan raised its long-term gold price assumption to $4,500 per ounce.
•The bank identified AngloGold Ashanti (AU) and Fresnillo (FRES) as top picks in the mining sector.
•The recommendations are based on strong mark-to-market upgrades and potential for cash returns and re-ratings.

Impact:

7/10

AU FRES XAU/USD

27 days ago

ActionsHaussierMis à jour

Santander Bets on Customer Growth to Surpass €20 Billion Profit Target by 2028

Faits marquants

•Santander aims to achieve a profit of over 20 billion euros by 2028.
•The bank seeks to lift its profitability ratio by almost four percentage points to above 20%.
•Synergies from recent deals in the U.S. and Britain are key drivers for these targets.

Impact:

7/10

SAN.MC IBEX

28 days ago

ActionsHaussierMis à jour×2

Lowe's Beats Q4 Estimates on Strong Holiday Demand; Issues Positive FY26 Guidance

Faits marquants

•Lowe's reported sales growth of more than 10% in the fourth quarter.
•The growth occurred despite slow housing turnover and decreased demand for home improvement.

Impact:

7/10

LOW HD XLY ITB

27 days ago

ActionsHaussier

CAVA Shares Surge 20% as Revenue Hits Historic $1 Billion Milestone

Faits marquants

•CAVA Group Inc shares surged over 20% following the release of its Q4 2025 earnings report.
•The company's revenue crossed the $1 billion milestone for the first time.
•Stifel analysts see further growth runway for the stock despite its premium valuation multiple.

Impact:

7/10

CAVA

27 days ago

ActionsMixte

PayPal Shares Halted Amid Market Rumors Involving Stripe

Faits marquants

•PayPal (PYPL) stock was temporarily halted in late February following rumors involving Stripe.
•The stock had been on a downward trend for months due to disappointing Q4 earnings and lackluster guidance.
•The rumors have effectively shifted the negative narrative surrounding the company in the markets.

Impact:

7/10

PYPL

27 days ago

ActionsBaissierMis à jour

Lucid Revenue Surges 123% Beating Estimates Despite High Capex and Earnings Miss

Faits marquants

•Lucid reported earnings that significantly missed analyst expectations.
•The company is targeting vehicle production between 25,000 and 27,000 units for 2026.
•The 2026 production target represents a 40% to 51% increase compared to the previous year.

Impact:

7/10

LCID

27 days ago

ActionsBaissier

Class Action Lawsuits Hit CoreWeave and BellRing Brands Over Investor Misrepresentation Claims

Faits marquants

•CoreWeave (CRWV) faces a class action lawsuit alleging it misled investors regarding its AI infrastructure scaling and revenue guidance.
•Questions over the transparency of the Denton data center completion led to a $14 billion market cap loss for CoreWeave.
•BellRing Brands (BRBR) is accused of misleading investors about the true drivers of its 2025 sales growth, including competition and consumption issues.

Impact:

7/10

CRWV BRBR

27 days ago

ActionsHaussier

Intuitive Machines Secures $175 Million Strategic Investment for Space Infrastructure

Faits marquants

•Intuitive Machines (LUNR) announced a $175 million strategic equity investment.
•The investment is led by global institutional investors.
•The funding will be used to advance satellite communications and in-space data processing capabilities.

Impact:

7/10

LUNR

27 days ago

ActionsBaissierMis à jour×2

Lowe's and Home Depot Beat Estimates Amid Warnings of Consumer 'Fatigue' and Housing Pressures

Faits marquants

•Lowe's forecast annual sales and profit below Wall Street estimates.
•American consumers are delaying big-ticket home renovations and reining in DIY spending.
•The spending slowdown is attributed to economic uncertainty and elevated borrowing costs.

Impact:

7/10

LOW HD XLY SPY

27 days ago

ActionsNeutreMis à jour

Nvidia Earnings Preview: Options Market Prices 5% Move as Focus Shifts to Guidance

Faits marquants

•$190 has been identified as a key level to watch for Nvidia (NVDA) stock ahead of earnings.
•Analyst Kevin Green provides a deep-dive preview of the highly-anticipated earnings event for the leading AI semiconductor company.

Impact:

7/10

Indian Solar Stocks NIFTY Energy Index Adani Green Energy Waaree Energies

27 days ago

ActionsHaussierMis à jour

David Tepper Escalates Whirlpool Pressure as Appaloosa Discloses 5.5M Share Stake

Faits marquants

•Billionaire investor David Tepper sent a scathing letter to Whirlpool accusing it of destroying shareholder value.
•Tepper criticized the company's equity issuance, calling it a large and unnecessary dilution of shareholders.
•Tepper is pushing for strategic changes within the company to improve financial performance.

Impact:

7/10

WHR

27 days ago

ActionsBaissierMis à jour

Lucid Q4 Losses Deepen as Operating Costs Surge 63% Year-over-Year

Faits marquants

•Lucid reported its best delivery quarter to date.
•The company posted a loss of $3.62 per share, spooking investors.
•The results cover the fourth quarter and the full fiscal year of 2025.

Impact:

7/10

LCID

27 days ago

ActionsHaussier

Circle (CRCL) Beats Q4 Earnings Estimates with Strong USDC Growth and 2026 Guidance

Faits marquants

•Circle reported Q4 GAAP EPS of $0.43, significantly beating the consensus estimate of $0.16.
•The company achieved 77% YoY revenue growth, with USDC circulation increasing by 72%.
•Management reiterated a medium-term 40% USDC CAGR and target margins of 38–40%.

Impact:

7/10

CRCL

27 days ago

ActionsHaussier

LiveOne Slashes $5M in Costs via AI Integration and Debt Restructuring

Faits marquants

•LiveOne deployed AI initiatives, including Claude, to slash over $5M in costs since December.
•The company significantly reduced its headcount from 350 to 84 employees.
•Eliminated approximately $14M in liabilities, with $11M+ converted into equity at $7.50 per share.

Impact:

7/10

LVO

28 days ago

ActionsMixteMis à jour×2

Nvidia Leads Megacap Gains Ahead of Earnings as Customers Ramp Up AI Spending

Faits marquants

•A BNP Paribas analyst expects Nvidia's earnings report to carry a quite positive tone.
•Earnings results may not be a major catalyst for the stock as investors look forward to the GTC conference in March.

Impact:

7/10

NVDA QQQ SOXX SPY

27 days ago

ActionsBaissierMis à jour

Spirit Airlines CEO Eyes Summer 2025 Bankruptcy Exit Amid New Restructuring Progress

Faits marquants

•Spirit Airlines is planning a significantly smaller operational footprint as it attempts to navigate and survive bankruptcy proceedings again.
•The company is in a critical phase, struggling to maintain its existence in the market.

Impact:

7/10

SAVE JETS

27 days ago

ActionsHaussierMis à jour

Cava Shares Surge as Q4 Earnings Beat Estimates and Annual Sales Top $1 Billion

Faits marquants

•Cava achieved 22% revenue growth, outperforming its peers in the fast-casual dining sector.
•The company's sales surpassed the $1 billion mark for the first time in its history.
•CFO Tricia Tolivar emphasized that innovation and talent are the drivers of future growth.

Impact:

7/10

CAVA

27 days ago

ActionsBaissierMis à jour

Kyndryl Faces Class Action Lawsuit: Key Deadlines and Class Period Revealed

Faits marquants

•Kyndryl Holdings filed amended quarterly and annual reports revealing material weaknesses in internal controls.
•The company admitted that disclosure controls and internal control over financial reporting were ineffective during 2025.
•These amendments follow the departure of 3 key executives and occur amid a pending securities class action lawsuit.

Impact:

7/10

27 days ago

ActionsBaissierMis à jour

Aston Martin to Cut 600 Jobs as Financial Losses Widen Amid China Slump

Faits marquants

•Aston Martin announced it will cut 20% of its workforce.
•The company's annual profit came in worse than expected.
•Pressures stem from weak demand in China and US tariff pressures.

Impact:

7/10

AML.L

28 days ago

ActionsBaissierMis à jour×3

Diageo Shares Sink as US Tequila Slump Triggers Dividend Cut and Guidance Downgrade

Faits marquants

•Diageo PLC halved its interim dividend to provide financial flexibility for restructuring.
•Net sales fell 4% to $10.5 billion in the six months ending December.
•Organic sales declined by 2.8% due to weak demand in the US and softness in the Chinese spirits market.

Impact:

7/10

DGE.L DEO

27 days ago

ActionsBaissierMis à jour

Indian Solar Stocks Slump as US Imposes Countervailing Duties on Asian Imports

Faits marquants

•The United States announced preliminary duties on solar imports from India and several other Asian countries.
•Shares of Indian solar equipment manufacturers fell between 4% and 11% on Wednesday.

Impact:

7/10

28 days ago

ActionsHaussierMis à jour

Nordex Shares Surge 16% on U.S. Expansion Driven by AI Data Center Demand

Faits marquants

•Nordex reported better-than-expected 2025 core profit.
•The company achieved record order intake for the second consecutive year.
•The company is targeting expansion in the U.S. market following its strong financial performance.

Impact:

7/10

NDXG.DE

28 days ago

ActionsMixte

The Trade Desk Faces Critical Revenue Test in Upcoming Earnings Report

Faits marquants

•The Trade Desk (TTD) is scheduled to report its earnings results after the market close today.
•Revenue growth is considered the most critical metric in this upcoming report.
•This financial test follows a previous 67% collapse in stock value or key metrics.

Impact:

7/10

TTD QQQ

27 days ago

ActionsHaussier

BasePoint Capital Raises Takeover Bid for International Personal Finance to 250p

Faits marquants

•BasePoint Capital raised its takeover offer for IPF to 250 pence per share.
•The offer comprises 235 pence in cash plus a 15 pence special dividend.
•The company reported stronger-than-expected full-year results simultaneously with the revised offer.

Impact:

7/10

LSE:IPF

28 days ago

ActionsHaussier

AppLovin Upgraded to Buy Following 42% Price Correction and Record Earnings

Faits marquants

•AppLovin was upgraded from Hold to Buy following a price correction of over 42%.
•The company posted Q4 2025 sales of $1.66B, a 21% year-over-year increase.
•Adjusted EPS grew 87% to $3.24, with an adjusted EBITDA margin of 84%.

Impact:

7/10

APP

27 days ago

ActionsHaussier

Circle Internet Group Shares Surge 23% Following Strong Q4 Earnings

Faits marquants

•Circle Internet Group shares surged 23% following the announcement of strong fourth-quarter profits.
•The company posted revenue of $770 million, beating analyst estimates of $744 million.
•Revenue marked a 77% increase from a year earlier, driven by demand for the USDC stablecoin.

Impact:

7/10

CRCL USDC

27 days ago

ActionsMixte

IonQ Faces $16 Billion Valuation Test Ahead of Q4 Earnings Report

Faits marquants

•IonQ (NYSE: IONQ) is scheduled to report Q4 2025 earnings after the bell tonight.
•The company currently holds a $16 billion market capitalization, which investors are scrutinizing.
•Investors are prioritizing business growth speed over just EPS or quarterly revenue metrics.

Impact:

7/10

IONQ

27 days ago

ActionsBaissier

Novo Nordisk to Slash Ozempic List Prices by 50% in the U.S. by 2027

Faits marquants

•Novo Nordisk announced plans to cut the list prices of its GLP-1 drugs in the U.S. by up to 50% starting in 2027.
•The company's shares declined in premarket trading following the announcement.

Impact:

7/10

NVO LLY

27 days ago

ActionsHaussier

MarineMax Attracts Buyout Interest from Blackstone and Centerbridge

Faits marquants

•Private equity firms, including Blackstone and Centerbridge Partners, have expressed interest in buying MarineMax.
•The interest follows a previous buyout offer from Donerail Group.
•The interest includes a full buyout of the company or purchasing specific parts of it.

Impact:

7/10

HZO

27 days ago

ActionsBaissier

Trade Desk Shares Slump as Growth Slowdown Rattles Wall Street

Faits marquants

•Trade Desk's stock declined as a growth slowdown caused further concern among Wall Street investors.
•The company noted that clients in the automotive and packaged-goods sectors are currently under pressure.

Impact:

7/10

TTD QQQ MGK

27 days ago

ActionsBaissier

Workday Stock Plummets 31% as Growth Outlook Disappoints Investors

Faits marquants

•Workday (WDAY) stock has decreased by 31.2% over the last 21 trading days.
•The stock significantly underperformed the broader market and the enterprise software peer group.
•The selloff followed a softer-than-expected fiscal 2027 subscription revenue outlook.

Impact:

7/10

WDAY

27 days ago

ActionsHaussier

Circle Stock Surges 17% on Strong Q4 Earnings and Swing to Profitability

Faits marquants

•Circle stock (CRCL) jumped 17% in premarket trading, reaching approximately $71.
•Total revenue and reserve income rose 77% year-over-year to $770 million in the fourth quarter.
•Net income from continuing operations swung to a profit of $133 million.

Impact:

7/10

CRCL USDC

27 days ago

ActionsHaussier

Italy's Leonardo Beats 2025 Financial Targets and Reduces Net Debt

Faits marquants

•Leonardo defence group delivered 2025 financial results that exceeded its targets.
•The company saw a significant increase in all its key financial indicators.
•The company successfully reduced its debt levels.

Impact:

7/10

LDO.MI

28 days ago

ActionsHaussier

Seagate Shifts to AI Infrastructure Play as Storage Demand Surges Through 2026

Faits marquants

•Seagate's nearline capacity is fully committed through 2026.
•Multi-year contracts extend into 2027–2028, providing strong revenue visibility.
•HAMR/Mozaic technologies are driving higher-capacity drives and margin expansion.

Impact:

7/10

STX WDC

28 days ago

ActionsBaissier

Diageo Lowers Organic Sales Guidance Amid Weakness in US and China Markets

Faits marquants

•Diageo expects organic net sales to decline by 2% to 3%.
•The company attributed the decline to weakness in its U.S. business and Chinese white spirits.

Impact:

7/10

DGE.L DEO

28 days ago

ActionsHaussier

Micron Stock Surges 50% in 2026 as AI Memory Demand Outstrips Supply

Faits marquants

•Micron stock has increased by 50% since the start of 2026.
•The company is benefiting from supply shortages in the DRAM and NAND markets.
•Micron's High Bandwidth Memory (HBM) production is already sold out for the year 2026.

Impact:

7/10

MU SOXX

27 days ago

ActionsHaussier

BlueScope Steel Rejects $11 Billion Takeover Bid from Steel Dynamics and SGH

Faits marquants

•BlueScope's board rejected an $11 billion takeover offer from Steel Dynamics and SGH.
•Chair Jane McAloon stated the offer is insufficient but the board is open to further engagement if specific issues are addressed.

Impact:

7/10

BSL.AX STLD SGH.AX BLSPY

27 days ago

ActionsHaussier

Iovance Biotherapeutics Beats Q4 Estimates as Amtagvi Sales Surge 33%

Faits marquants

•Iovance reported a narrower Q4 loss as Amtagvi sales jumped 33%.
•Data showed a 50% Objective Response Rate (ORR), and the company plans a registrational study for sarcoma.

Impact:

7/10

IOVA

27 days ago

ActionsBaissier

EQT Withdraws Takeover Bid for Oxford Biomedica; Shares Plunge 10%

Faits marquants

•Private equity group EQT decided not to proceed with a takeover offer for British company Oxford Biomedica.
•Oxford Biomedica's shares fell nearly 10% following the announcement.

Impact:

7/10

OXB.L

28 days ago

ActionsBaissier

Moody's Warns of $662 Billion Accounting Risk in Big Tech's AI Data Center Expansion

Faits marquants

•Moody's identified a $662 billion accounting risk related to data-center buildouts by five major tech companies.
•The companies involved are Meta, Amazon, Alphabet, Oracle, and Microsoft.
•Moody's stated that current accounting liabilities may not accurately reflect plausible future scenarios for these massive investments.

Impact:

7/10

META AMZN GOOGL ORCL MSFT+2

28 days ago

ActionsHaussier

AMD's AI Infrastructure Pivot Drives Revenue Growth and Margin Expansion

Faits marquants

•AMD's Q4 revenues grew 34% to $10.27B, driven by strong datacenter and GPU sales.
•Gross margins rose to 54% and operating margins to 17% as the company evolves into an infrastructure leader.
•2026 is projected as an inflection year with MI450 GPUs and Helios rack deployments, setting up 2027 for FCF acceleration.

Impact:

7/10

AMD NVDA SMH SOXX

28 days ago

ActionsHaussier

Thrive Capital Invests $1 Billion in OpenAI at $285 Billion Valuation

Faits marquants

•Thrive Capital invested approximately $1 billion in OpenAI.
•OpenAI was valued at $285 billion in this deal.
•The investment is separate from a $100 billion funding round the company is currently finalizing.

Impact:

7/10

MSFT NVDA QQQ XLK

27 days ago

ActionsMixte

Salesforce Earnings: Focus Shifts to Agentforce Revenue Transition

Faits marquants

•Salesforce (CRM) reports Q4 FY2026 results after the bell tonight.
•Investor focus is primarily on the transition of the Agentforce platform from hype to tangible revenue.

Impact:

7/10

CRM

27 days ago

ActionsHaussier

American Eagle Gold Reports Massive Expansion of Mineralization at NAK Project

Faits marquants

•Drilling intersected 901 meters of 0.43% Copper Equivalent (CuEq) starting from the surface.
•The mineralized footprint of the project effectively quadrupled across a 1.7 km trend.
•Copper-Gold-Molybdenum mineralization was found in rocks previously interpreted to be barren.

Impact:

7/10

AE.V HG1!GC1!

28 days ago

ActionsMixte

AI Investment Surge Boosts US GDP as Capital Cycle Warnings Emerge

Faits marquants

•AI investment has contributed approximately $250 billion to US GDP.
•Capital expenditures by hyperscalers increased from $160 billion to an estimated $415 billion last year.
•Previous investment cycles show that stocks often peak 1-2 years before capital expenditures reach their peak.

Impact:

7/10

NVDA MSFT GOOGL AMZN META+2

28 days ago

ActionsHaussier

AI Infrastructure Demand Drives Growth for Tech and Consulting Stocks

Faits marquants

•AI is expected to drive up to 70% of Teradyne's revenue by Q1 2026 as growth accelerates in test and robotics units.
•Willdan Group and Tetra Tech are positioned to benefit from AI-driven data center expansion and electrification trends.

Impact:

7/10

TER WLDN TTEK

27 days ago

ActionsHaussier

Lumentum Holdings Emerges as AI Leader with Surging Backlog and Nvidia Partnership

Faits marquants

•Lumentum is a critical supplier of advanced lasers for Nvidia's next-generation networking platforms.
•The Optical Circuit Switch (OCS) backlog now exceeds $400 million, serving as a new growth driver.
•The structural shift to 200G per lane EMLs is driving higher margins and revenue growth.

Impact:

7/10

LITE NVDA

28 days ago

ActionsHaussier

E.ON Boosts Five-Year Investment Plan to $57 Billion for Energy Grid Modernization

Faits marquants

•E.ON plans to invest 48 billion euros ($57 billion) over the next five years.
•Investments will be directed toward expanding and modernizing energy grids to support growing data centers in Europe.

Impact:

7/10

EOAN.DE

28 days ago

ActionsHaussier

Southern Company Secures Record $26.54 Billion in DOE Loan Guarantees

Faits marquants

•Southern Company subsidiaries Georgia Power and Alabama Power received a loan package of up to $26.54 billion.
•The funding is provided by the Department of Energy's Office of Energy Dominance Financing (EDF).
•The investments are expected to generate $7 billion in benefits for customers by lowering energy costs and strengthening the grid.

Impact:

7/10

27 days ago

ActionsHaussier

Stantec Reports Record 2025 Results with 20% EPS Growth and Dividend Hike

Faits marquants

•Stantec's net revenue grew to $6.5 billion, a 10.7% increase compared to 2024.
•Adjusted EPS increased by 19.9% to reach $5.30.
•The company increased its dividend by 8.9% and reported a backlog of $8.6 billion.

Impact:

7/10

STN STN.TO

27 days ago

ActionsHaussier

Celldex Completes Phase 3 Enrollment for Barzolvolimab in Chronic Urticaria Trials

Faits marquants

•Celldex completed enrollment in the global Phase 3 program of barzolvolimab for chronic spontaneous urticaria (CSU).
•1,939 patients were enrolled across 43 countries, making it the largest program in antihistamine refractory CSU.
•The program consists of two global Phase 3 trials: EMBARQ-CSU1 and EMBARQ-CSU2.

Impact:

7/10

CLDX

28 days ago

ActionsMixte

David Ellison’s Skydance Pursues Acquisition of Warner Bros. Discovery to Bolster Media Empire

Faits marquants

•David Ellison's Paramount Skydance has been pursuing an acquisition of Warner Bros. Discovery for nearly six months.
•The pursuit comes despite David Ellison's rocky historical performance at the box office.

Impact:

7/10

WBD PARA

28 days ago

ActionsHaussier

Sealed Air Stockholders Approve Acquisition by CD&R

Faits marquants

•Sealed Air stockholders voted in favor of the pending acquisition by an affiliate of CD&R.
•The approval occurred during a special meeting of stockholders held on February 25, 2026.

Impact:

7/10

SEE

27 days ago

ActionsMixte

US Markets Mixed as Investors Await Nvidia Earnings and React to Corporate Results

Faits marquants

•Workday's light guidance is causing a significant drop in its stock price.
•HP Inc. is facing challenges due to the memory-chip crisis.
•Nvidia is expected to release another blockbuster quarterly report after the closing bell.

Impact:

7/10

NVDA CRM WDAY HPQ CAVA+2

27 days ago

ActionsHaussier

SpaceX IPO Expected to Reprice Private Space Market Valuation

Faits marquants

•Chad Anderson of Space Capital stated that a SpaceX IPO will reprice the entire private space market.

Impact:

7/10

UFO ROKT ARKX

28 days ago

ActionsHaussier

Arm Data Center Royalties Double as Amazon's Graviton Chips See Surging Demand

Faits marquants

•Amazon is seeing explosive demand for its Arm-based Graviton chips.
•Arm's data center royalty revenue doubled over the past year.

Impact:

7/10

ARM AMZN

28 days ago

ActionsHaussier

Hyundai Motor Group to Invest Billions in South Korean Robotics and Hydrogen Hub

Faits marquants

•Hyundai Motor Group plans a multi-billion dollar investment to build a robot factory, data center, and hydrogen infrastructure.
•The project will be located in the Saemangeum area on South Korea's west coast.

Impact:

7/10

005380.KS HYMTF EWY

28 days ago

ActionsBaissier

Amazon Enters Bear Market Territory Following 20% Stock Price Decline

Faits marquants

•Amazon's stock price dropped from a peak of $260 in November to just above $200 in late February.
•The decline has exceeded 20% from its recent peak, officially placing the stock in bear market territory.

Impact:

7/10

AMZN QQQ SPY

28 days ago

ActionsHaussier

Japan Approves Alpha DaRT for Solid Tumor Treatment in Major Expansion Milestone

Faits marquants

•HekaBio and Alpha Tau Medical received regulatory approval in Japan for Alpha DaRT treatment for head and neck cancer.
•Japan is the first market outside of Israel to approve this innovative radiation therapy.

Impact:

7/10

DRTS

28 days ago

ActionsMixte

AI Drives Structural Market Shift, Compressing Software Sector Valuations

Faits marquants

•AI is causing disruptive sector rotations and compressing software valuations.
•The Competitive Advantage Period (CAP) for growth stocks is shrinking as AI accelerates competitive threats.

Impact:

7/10

QQQ IGV SPY MSFT CRM

28 days ago

ActionsBaissier

GoDaddy Shares Slump in 2026 Amid Earnings Miss and Strategic Uncertainty

Faits marquants

•GoDaddy shares have experienced a significant slump during 2026.
•Analysts are raising questions and doubts regarding the company's new go-to-market strategy.
•Recent earnings reports have exacerbated the stock's negative performance.

Impact:

7/10

GDDY

28 days ago

ActionsHaussier

Palantir Upgraded to 'Strong Buy' Following Record Q4 Revenue Growth

Faits marquants

•Palantir was upgraded to a 'strong buy' as valuation contraction created a rare entry opportunity amid accelerating growth.
•The company posted 70% YoY revenue growth in Q4, with billings up 91%.
•Commercial revenue rose 82% YoY with net dollar retention at 139%.

Impact:

7/10

PLTR

28 days ago

ActionsHaussier

Nordex Surpasses 2025 Profit Forecasts Driven by Record Order Intake

Faits marquants

•Wind turbine manufacturer Nordex reported 2025 core profits that exceeded market expectations.
•The company achieved record order intakes for the second consecutive year, driving profit growth.

Impact:

7/10

NDX1.DE

28 days ago

ActionsHaussier

ImmunityBio Shares Surge 471% as Potential Short Squeeze Looms

Faits marquants

•ImmunityBio stock has experienced a massive rally of 471%.
•The stock could enter a new round of gains if short sellers are forced to capitulate and cover their positions.

Impact:

7/10

IBRX

27 days ago

ActionsHaussier

EDP Renovaveis Reports 50% Jump in 2025 Recurring Profit on U.S. Expansion

Faits marquants

•EDP Renovaveis' recurring net profit rose by 50% in 2025.
•Growth was driven by strong capacity expansion in the United States.
•The company saw a decline in capital gains during the same period.

Impact:

7/10

EDPR.LS EDPFY

28 days ago

ActionsHaussier

BMO Financial Group Reports Strong Q1 2026 Growth; Net Income Up 16%

Faits marquants

•Bank of Montreal (BMO) reported net income of $2,489 million for Q1 2026, a 16% increase from the previous year.
•Adjusted earnings per share (EPS) reached $3.48, surpassing last year's figure of $3.04.
•Provision for credit losses (PCL) decreased to $746 million compared to $1,011 million in the prior year.

Impact:

7/10

BMO BMO.TO

27 days ago

ActionsHaussier

Zinzino AB Reports 45% Revenue Surge and 50% Dividend Hike for 2025

Faits marquants

•Q4 2025 revenue increased by 45% to SEK 1,035.3 million.
•The company increased its dividend by 50% to SEK 6 per share.
•Revenue growth in local currencies reached 52% compared to the same period last year.

Impact:

7/10

ZINZ.ST

28 days ago

ActionsHaussier

Wayve Raises $1.2 Billion from SoftBank, Microsoft, and Nvidia

Faits marquants

•Autonomous driving startup Wayve raised $1.2 billion in a funding round.
•The funding was led by SoftBank Group with participation from Microsoft, Nvidia, and automakers.
•The company's post-money valuation reached $8.6 billion.

Impact:

7/10

MSFT NVDA SFTBY

28 days ago

ActionsMixte

Nvidia's Post-Earnings Surge Triggers Historical Outflows from S&P 500 Funds

Faits marquants

•Nvidia shares rallied following its earnings report, an event historically known to trigger capital outflows from S&P 500 index funds.

Impact:

7/10

NVDA SPY QQQ

27 days ago

ActionsHaussier

Netflix Shares Surge 6% as WBD and Paramount Extend Merger Negotiations

Faits marquants

•Netflix shares jumped 6% during Wednesday's trading session.
•Warner Bros. Discovery extended merger talks with Paramount.
•Investors are monitoring Netflix's strategic response to the potential merger between its competitors.

Impact:

7/10

NFLX WBD PARA

27 days ago

ActionsHaussier

Axon Q4 Earnings Surpass Estimates on Strong 39% Revenue Growth

Faits marquants

•Axon topped Q4 earnings estimates, driven by a 39% year-over-year revenue growth.
•The primary growth drivers were TASER 10 sales and software services.
•The company set bold targets for 2026 and 2028, signaling continued growth momentum.

Impact:

7/10

27 days ago

ActionsMixte

QQQ ETF Faces Rare 50-Day Loss as Markets Await Nvidia Earnings Catalyst

Faits marquants

•The QQQ ETF, tracking the Nasdaq-100, has posted a loss over the trailing 50 days, a rare occurrence according to DataTrek Research.
•Upcoming Nvidia earnings are viewed as a crucial moment for the ETF's trajectory following its recent pullback.

Impact:

7/10

QQQ NVDA

27 days ago

ActionsHaussier

Axon Shares Surge 16% After-Hours on Robust Q4 Revenue and Margin Growth

Faits marquants

•Axon shares surged 16% in after-hours trading following the release of Q4 results.
•The results showed robust revenue growth and incremental margin improvements.

Impact:

7/10

28 days ago

ActionsHaussier

Axon Enterprise Shares Surge Following Strategic Pivot to AI-Driven Services

Faits marquants

•Axon Enterprises stock jumped after announcing its transition into an AI-driven company.
•The company saw a surge in bookings for AI-driven services tailored for law enforcement clients.

Impact:

7/10