Archives d&#x27;actualités

Brent Crude WTI XAU/USD USD/ILS

26 days ago

Matières premières

Matières premièresHaussierMis à jour

Silver Prices Retreat from Recent Highs as US Dollar Gains on Strong Jobs Data

Faits marquants

•Silver price (XAG/USD) rose to approach the $90.00 level.
•The price increase is primarily driven by uncertainty surrounding US policies.

Impact:

9/10

XAG/USD

26 days ago

Crypto

CryptoBaissier

Crypto Market Enters Deep Bear Phase in 2026 as Bitcoin Plunges 50%

Faits marquants

•Bitcoin has dropped 50% from its highs, while most top altcoins have plunged more than 60%.
•The Fear and Greed Index hit a score of 7, signaling extreme fear among investors.
•Institutional investors pulled back with $288 million in outflows from digital assets recorded.

Impact:

9/10

BTC/USD ETH/USD SOL/USD COIN

26 days ago

Géopolitique

GéopolitiqueMixte

US-Iran Tensions Escalate as Geneva Talks Stall and Military Presence Grows

Faits marquants

•US and Iranian negotiators meet in Geneva, but reports suggest Tehran's offer fails to meet core US demands regarding ballistic missiles and regional proxies.
•US VP Vance claimed there is evidence Iran is trying to rebuild its nuclear program, potentially providing a casus belli.
•Notable US military movements include the Navy fleet in Bahrain taking to sea and the deployment of additional F-22s to the region.

Impact:

8/10

26 days ago

Forex

ForexHaussierMis à jour

AUD/JPY Consolidates Near 111.00 as Bullish Momentum Faces Technical Test

Faits marquants

•The AUD/JPY pair rallied over 1.20%, climbing past the 111.00 level.
•The Australian inflation report showed higher-than-expected (hot) CPI data.
•Investors have begun pricing in additional rate hikes by the Reserve Bank of Australia (RBA).

Impact:

8/10

AUD/JPY

26 days ago

Macroéconomie

MacroéconomieMixte

AI and Tech Stocks Drive One-Third of US GDP Growth as Analysts Warn of Concentration Risks

Faits marquants

•AI capital expenditure and the 'wealth effect' from tech stocks like Nvidia now drive one-third of U.S. GDP growth.
•Analysts warn the economy is vulnerable if investors start to doubt the AI narrative.

Impact:

8/10

NVDA SPY QQQ USD

27 days ago

Obligations

ObligationsHaussierMis à jour

US Treasury Yields Extend Decline Toward 2026 Lows Amid AI Labor Concerns

Faits marquants

•10-year Treasury yields are trending toward a 2026 low.
•Concerns about AI’s potential destructive force on U.S. jobs are contributing to a rally in Treasury notes.

Impact:

7/10

US10Y TLT IEF

26 days ago

Banques centrales

Banques centralesHaussierMis à jour×2

BoJ’s Hawkish Stance Triggers GBP/JPY Correction Toward 211.30 Level

Faits marquants

•BoJ Governor Kazuo Ueda stated that the bank will continue to raise interest rates if economic and price forecasts materialize.

Impact:

7/10

USD/JPY EUR/JPY Nikkei 225 JGB

27 days ago

February 26, 2026Connecté

309 actualitésDernière mise à jour: 2:18:12 AM

Actions

ActionsHaussierMis à jour×2

NVIDIA and Salesforce Lead Market Sentiment as AI Infrastructure Spending Hits Billions

Faits marquants

•NVIDIA reported strong earnings that exceeded expectations once again.
•NVIDIA is currently ranked as the world's largest company by market capitalization.

Impact:

9/10

Brent Crude WTI XAU/USD USD/ILS

26 days ago

Matières premières

Matières premièresHaussierMis à jour

Silver Prices Retreat from Recent Highs as US Dollar Gains on Strong Jobs Data

Faits marquants

•Silver price (XAG/USD) rose to approach the $90.00 level.
•The price increase is primarily driven by uncertainty surrounding US policies.

Impact:

9/10

XAG/USD

26 days ago

Crypto

CryptoBaissier

Crypto Market Enters Deep Bear Phase in 2026 as Bitcoin Plunges 50%

Faits marquants

•Bitcoin has dropped 50% from its highs, while most top altcoins have plunged more than 60%.
•The Fear and Greed Index hit a score of 7, signaling extreme fear among investors.
•Institutional investors pulled back with $288 million in outflows from digital assets recorded.

Impact:

9/10

BTC/USD ETH/USD SOL/USD COIN

26 days ago

Géopolitique

GéopolitiqueMixte

US-Iran Tensions Escalate as Geneva Talks Stall and Military Presence Grows

Faits marquants

•US and Iranian negotiators meet in Geneva, but reports suggest Tehran's offer fails to meet core US demands regarding ballistic missiles and regional proxies.
•US VP Vance claimed there is evidence Iran is trying to rebuild its nuclear program, potentially providing a casus belli.
•Notable US military movements include the Navy fleet in Bahrain taking to sea and the deployment of additional F-22s to the region.

Impact:

8/10

26 days ago

Forex

ForexHaussierMis à jour

AUD/JPY Consolidates Near 111.00 as Bullish Momentum Faces Technical Test

Faits marquants

•The AUD/JPY pair rallied over 1.20%, climbing past the 111.00 level.
•The Australian inflation report showed higher-than-expected (hot) CPI data.
•Investors have begun pricing in additional rate hikes by the Reserve Bank of Australia (RBA).

Impact:

8/10

AUD/JPY

26 days ago

Macroéconomie

MacroéconomieMixte

AI and Tech Stocks Drive One-Third of US GDP Growth as Analysts Warn of Concentration Risks

Faits marquants

•AI capital expenditure and the 'wealth effect' from tech stocks like Nvidia now drive one-third of U.S. GDP growth.
•Analysts warn the economy is vulnerable if investors start to doubt the AI narrative.

Impact:

8/10

NVDA SPY QQQ USD

27 days ago

Obligations

ObligationsHaussierMis à jour

US Treasury Yields Extend Decline Toward 2026 Lows Amid AI Labor Concerns

Faits marquants

•10-year Treasury yields are trending toward a 2026 low.
•Concerns about AI’s potential destructive force on U.S. jobs are contributing to a rally in Treasury notes.

Impact:

7/10

US10Y TLT IEF

26 days ago

Banques centrales

Banques centralesHaussierMis à jour×2

BoJ’s Hawkish Stance Triggers GBP/JPY Correction Toward 211.30 Level

Faits marquants

•BoJ Governor Kazuo Ueda stated that the bank will continue to raise interest rates if economic and price forecasts materialize.

Impact:

7/10

USD/JPY EUR/JPY Nikkei 225 JGB

27 days ago

ActionsHaussierMis à jour

Nvidia Forecasts Record $78 Billion Revenue as AI Demand Drives 77% Growth

Faits marquants

•Nvidia reported strong Q4 earnings, helping to calm investor nerves regarding AI sector fatigue.
•The company revealed details about its new 'Vera Rubin' chip architecture as part of its product roadmap.
•Nvidia discussed its relationship with OpenAI and addressed how it is managing emerging market risks.

Impact:

9/10

27 days ago

ActionsHaussier

Nvidia's Record Earnings Reinforce Confidence in Global AI Growth

Faits marquants

•Nvidia reported a record quarter, reinforcing confidence in the AI trade.
•The results eased fears regarding an AI slowdown and the massive capital expenditure (CapEx) of hyperscalers.
•Companies like Amazon, Microsoft, and Meta continue to invest heavily in AI infrastructure.

Impact:

9/10

NVDA AMZN MSFT META QQQ

26 days ago

ActionsHaussierMis à jour

Nvidia Smashes Expectations in Q4 FY2026, Countering AI Spending Slowdown Fears

Faits marquants

•Nvidia reported record quarterly revenue of $68 billion, beating market expectations.
•The company provided a strong forecast for the next quarter with revenue projected at $78 billion.
•CEO Jensen Huang highlighted the skyrocketing adoption of AI agents.

Impact:

9/10

NVDA QQQ SPY

26 days ago

ActionsMixte

Warren Buffett to Step Down as Berkshire Hathaway CEO at End of 2025

Faits marquants

•Warren Buffett retired as CEO of Berkshire Hathaway at the end of 2025.
•Buffett led the company to outperform the market over six decades.
•His final investment moves reinforce the principles he has advocated for over 60 years.

Impact:

9/10

BRK.A BRK.B

27 days ago

ActionsHaussier

Nvidia Free Cash Flow Doubles as AI Demand Surges; Inventories Climb

Faits marquants

•Nvidia's free cash flow doubled in its latest financial report.
•The company's inventory levels continue to climb.

Impact:

9/10

27 days ago

ActionsBaissier

$1.6 Trillion Wiped Out from Software Stocks Amid AI Disruption Fears

Faits marquants

•The software sector lost $1.6 trillion in market value due to concerns over AI disruption.
•Shares of major companies like Salesforce and Adobe have been hit hard by these concerns.

Impact:

9/10

CRM ADBE IGV XLK QQQ

27 days ago

ActionsHaussier

Nvidia Posts Record Q4 Revenue as Free Cash Flow Surges 125%

Faits marquants

•Nvidia reported record Q4 revenue of $68.1B, representing a 73% year-over-year increase.
•The Data Center segment led growth with $62.3B in revenue, up 75% year-over-year.
•Free cash flow surged 125% year-over-year to nearly $35B in Q4.

Impact:

9/10

NVDA SOXX QQQ SPY

26 days ago

ActionsHaussier

Nikkei 225 Hits Historic 59,000 Milestone Amid BOJ Board Nominations

Faits marquants

•Japan's Nikkei 225 index surpassed the 59,000 mark for the first time in history.
•Central bank board nominations fueled the so-called 'Takaichi trade'.
•Asia-Pacific markets tracked Wall Street gains following strong earnings from Nvidia and Oracle.

Impact:

9/10

NI225 USD/JPY EWJ 8035.T

27 days ago

ActionsHaussierMis à jour

Nvidia CEO Sees AI at 'Inflection Point' as Data Center Revenue Surges

Faits marquants

•Tech companies are spending an unprecedented $700 billion this year on AI data centers.
•Nvidia CEO Jensen Huang stated that the current spending boom has not yet reached its peak.

Impact:

8/10

NVDA QQQ SMH MSFT GOOGL

26 days ago

ActionsHaussier

Meta Signs Multibillion-Dollar Deal to Rent Google’s AI Chips

Faits marquants

•Meta Platforms signed a multibillion-dollar deal to rent Google's AI chips (TPUs).
•Meta will use these chips to develop new AI models.

Impact:

8/10

GOOGL META NVDA

26 days ago

ActionsHaussierMis à jour×3

Rolls-Royce Shares Surge 6% as Company Targets £5.2 Billion Profit by 2028

Faits marquants

•Britain's Rolls-Royce reported a 40% increase in annual profit.
•The growth was driven by strong performance in its aero-engines division.
•The company guided to 2026 profit well above market consensus.

Impact:

8/10

RR.L FTSE 100

27 days ago

ActionsHaussier

Asian Stocks Hit Record Highs and Bitcoin Nears $68,000 on Nvidia Optimism

Faits marquants

•Nvidia forecast Q1 revenue above expectations and secured a US license for chip exports to China.
•Japan's Nikkei reached a record high, while South Korea's KOSPI rose by 3%.
•Bitcoin approached the $68,000 mark as positive momentum continued in the crypto market.

Impact:

8/10

Nikkei 225 KOSPI NVDA BTC/USD USD/JPY

27 days ago

ActionsHaussier

Eli Lilly's Orforglipron Outperforms Oral Semaglutide in Phase 3 Trial

Faits marquants

•Orforglipron 36 mg lowered A1C by 2.2% compared to 1.4% with oral semaglutide 14 mg.
•Participants on orforglipron lost 9.2% of body weight compared to 5.3% for the oral semaglutide group.
•Orforglipron is a small molecule oral GLP-1 that does not require food or water restrictions for administration.

Impact:

8/10

LLY NVO

27 days ago

ActionsHaussier

Indra Sistemas Shares Hit Record High on Seven-Fold Surge in Defense Orders

Faits marquants

•Indra Sistemas shares rose nearly 22%, reaching an all-time high.
•The company reported an almost seven-fold uptick in defense orders.
•The growth is driven by a major overhaul of the Spanish Armed Forces.

Impact:

8/10

IDR.MC IBEX 35

26 days ago

ActionsBaissierMis à jour

Stellantis Posts First Annual Loss Since Merger Amid $26 Billion EV Impairment

Faits marquants

•Stellantis is booking impairments totaling approximately $26 billion as it scales back major investments in electric vehicles.
•The company aims to return to profitability following significant losses incurred during its previous EV push.

Impact:

8/10

STLA STLA.MI STLAP.PA CARZ

26 days ago

ActionsHaussierMis à jour

Victory Capital’s $57.04 Bid Challenges Janus Henderson’s Prior Deal with Trian and General Catalyst

Faits marquants

•Victory Capital affirmed its proposal to acquire Janus Henderson at $57.04 per share.
•The offer represents a 37% premium to Janus Henderson's unaffected share price as of Oct. 24, 2025.
•The proposed consideration is fully financed and described by the company as a clearly superior proposal.

Impact:

8/10

JHG VCTR

26 days ago

ActionsHaussierMis à jour

Rolls-Royce Launches £9 Billion Buyback as Full-Year Results Beat Expectations

Faits marquants

•Rolls-Royce announced a multiyear share buyback program of up to approximately $12 billion.
•The company raised its 2028 financial targets following earnings growth.
•The move is aimed at significantly boosting shareholder returns.

Impact:

8/10

RR.L RYCEY FTSE 100

27 days ago

ActionsHaussier

Block Shares Surge 24% Following Massive Workforce Reduction Plan

Faits marquants

•Block announced it is laying off more than 4,000 employees, representing approximately half of its total headcount.
•The company's stock price surged by more than 24% in extended trading following the announcement.

Impact:

8/10

26 days ago

ActionsMixteMis à jour×2

Block Reports 40% Engineering Productivity Surge via AI Amid Dorsey’s Labor Warnings

Faits marquants

•Jack Dorsey announced the cutting of over 4,000 jobs at Block, representing nearly half of all roles.
•The move aims to shift toward smaller teams and the integration of intelligence tools.

Impact:

8/10

26 days ago

ActionsHaussier

NVIDIA Earnings Smash Expectations; Analysts Eye $250 Price Target

Faits marquants

•NVIDIA reported fiscal Q4 2026 earnings that significantly exceeded expectations, resetting the performance bar.
•Projections suggest NVIDIA's share price could reach $250 based on the recent financial performance.

Impact:

8/10

NVDA SOXX QQQ SPY

26 days ago

ActionsHaussier

ASML Announces Next-Gen EUV Tools Ready for Mass Production of AI Chips

Faits marquants

•ASML announced that its next-generation Extreme Ultraviolet (EUV) lithography tools are ready for high-volume manufacturing.
•This development marks a critical step for enabling the production of more advanced AI chips.

Impact:

8/10

ASML NVDA TSM INTC SOXX

26 days ago

ActionsHaussier

Nvidia Surpasses Estimates with Record Earnings Amid AI Boom

Faits marquants

•Nvidia's earnings exceeded analyst estimates in the latest quarter.
•The company's revenue reached record levels driven by demand for AI technologies.
•Nvidia solidified its dominant position in the high-growth AI market.

Impact:

8/10

26 days ago

ActionsHaussier

Nvidia Beats Q4 Estimates, Forecasts Sequential Growth for FY2027

Faits marquants

•Nvidia Corporation surpassed all estimates for its Q4 FY2026 earnings.
•Management guides for sequential revenue growth throughout FY2027, driven by the data center segment.
•Gross margins are expected to remain in the mid-70% range in FY2027 despite higher input costs like memory.

Impact:

8/10

26 days ago

ActionsHaussier

Nvidia Upgraded as Focus Shifts to 'Tokenomics' and Power Efficiency

Faits marquants

•Nvidia outperformed in fiscal Q4 with a strong outlook reinforcing resilient data center demand.
•Management is emphasizing 'tokenomics' and tokens per watt to address power constraints faced by hyperscalers.
•There is growing confidence in the Blackwell and next-generation Rubin product roadmaps.

Impact:

8/10

NVDA

26 days ago

ActionsHaussier

Dell Sales Surge 39% Driven by Robust AI Server Demand

Faits marquants

•Dell recorded a 39% jump in sales, driven by growth in its AI server business.
•The company anticipates growth will continue into the new fiscal year.

Impact:

8/10

DELL QQQ

26 days ago

ActionsMixte

Warner Bros. Discovery Declares Paramount Skydance Offer a 'Superior Proposal'

Faits marquants

•The Warner Bros. Discovery (WBD) board determined that the Paramount Skydance Corporation (PSKY) proposal constitutes a 'Company Superior Proposal'.
•WBD has officially notified Netflix of its determination regarding the PSKY proposal under their existing merger agreement.
•The announcement comes amidst a bidding or merger competition involving major media and streaming entities.

Impact:

8/10

WBD NFLX PARA

26 days ago

ActionsMixte

Toyota Facilitates $19 Billion Share Sale to Unwind Cross-Shareholdings

Faits marquants

•Toyota plans a massive $19 billion share sale by financial institutions.
•The sellers include major Japanese banks and insurance firms.
•The move aims to unwind cross-shareholdings in line with Japan's corporate governance reforms.

Impact:

8/10

7203.T TM EWJ

27 days ago

ActionsHaussier

argenx Announces Positive Phase 3 Results for VYVGART in Ocular Myasthenia Gravis

Faits marquants

•The Phase 3 ADAPT OCULUS trial met its primary endpoint evaluating VYVGART in adults with ocular myasthenia gravis (oMG).
•Results showed statistically significant improvement (p-value = 0.012) in the Myasthenia Impairment Index (MGII) compared to placebo.
•argenx plans to submit a Supplemental Biologics License Application (sBLA) to the FDA to expand the drug's label.

Impact:

8/10

ARGX

27 days ago

ActionsHaussier

Nikkei 225 Hits Historic 59,000 Peak Driven by Tech Surge and Dovish BOJ

Faits marquants

•The Nikkei 225 index reached a new record high of 59,000.
•Dovish bets on the Bank of Japan (BOJ) and a surge in the tech sector are the primary drivers.
•ETFs such as EWJ are seeing increased focus from investors.

Impact:

8/10

NI225 EWJ DXJ

26 days ago

ActionsBaissier

Energy Recovery Shares Plunge 30% on CO2 Business Exit and Weak Guidance

Faits marquants

•Energy Recovery (ERII) stock plunged 30%+ after abandoning its CO2 refrigeration business.
•The company issued weak 2026 desalination revenue guidance of $105–125M.
•Management cited project delays for the lowered outlook, while redirecting some resources to the wastewater segment.

Impact:

8/10

ERII

26 days ago

ActionsBaissier

Nvidia's Stellar Q4 Earnings Fail to Lift Stock as Semiconductor Sector Slumps

Faits marquants

•Nvidia reported Q4 revenue of $68.13 billion, surpassing analyst expectations of $66.21 billion.
•Quarterly profit nearly doubled to $43 billion, with total revenue increasing 73% year-on-year.
•Nvidia's stock slid by about 5% at the opening bell despite stellar results, dragging down rivals like AMD and Broadcom.

Impact:

8/10

NVDA AMD AVGO SOXX QQQ

26 days ago

ActionsHaussier

Markets Await Nvidia Earnings and Strategic Big Tech Meeting at White House

Faits marquants

•Markets are anticipating Nvidia's earnings results as a critical factor for the tech sector's direction.
•An upcoming visit by Big Tech executives to the White House to discuss strategic issues.
•Focus on protein prices as part of monitoring inflationary pressures in the consumer goods sector.

Impact:

8/10

26 days ago

ActionsHaussier

Nvidia Leads Tech Sector Momentum Following Blockbuster Earnings Report

Faits marquants

•Nvidia (NVDA) posted exceptionally strong earnings that have become the central market focus.
•Analysts are watching today's price action to confirm confidence in a continued move higher.
•Salesforce (CRM) and SanDisk (SNDK) are also identified as key stocks to watch alongside Nvidia.

Impact:

8/10

NVDA CRM SNDK QQQ SPY

26 days ago

ActionsMixte

NVIDIA, The Trade Desk, and Revolution Medicines Release Quarterly Earnings Reports

Faits marquants

•NVIDIA Corporation released its Q4 2026 earnings call transcript.
•Revolution Medicines, Inc. released its Q4 2025 earnings call transcript.
•The Trade Desk, Inc. announced its financial results for Q4 2025.

Impact:

8/10

NVDA RVMD TTD QQQ SPY

26 days ago

ActionsHaussier

NVIDIA Earnings Beat Sparks Rally in Semiconductor ETFs

Faits marquants

•NVIDIA exceeded Q4 earnings expectations and provided strong forward guidance.
•NVIDIA's stock surge boosted the performance of semiconductor-linked ETFs like SMH.

Impact:

8/10

NVDA SMH SOXX QQQ

26 days ago

ActionsBaissier

PayPal Shares Slide as Company Denies Stripe Takeover Rumors

Faits marquants

•Bloomberg previously reported that Stripe was considering an acquisition of PayPal, driving shares up 19%.
•A Semafor report stated PayPal is not in talks to sell itself and has been working with bankers to prepare for activist campaigns or unwanted bids.
•PayPal shares fell 4% following the Semafor report that debunked the takeover rumors.

Impact:

7/10

PYPL

26 days ago

ActionsHaussier

Google Cloud Revenue Surges on AI Demand with $240 Billion Backlog

Faits marquants

•Google Cloud revenues are seeing significant growth driven by soaring demand for AI technologies.
•Alphabet has a $240 billion backlog, signaling strong future business prospects.
•Google faces ongoing competition from Amazon and Microsoft in the cloud computing market.

Impact:

7/10

GOOGL GOOG

26 days ago

ActionsHaussier

McDonald's Reports Strong Q4 Growth Driven by Value Strategy and Digital Strength

Faits marquants

•McDonald's posted 5.7% global comparable sales growth in Q4.
•Value deals and digital strength were the primary drivers for lifting traffic.
•The company plans to open 2,600 new locations in 2026.

Impact:

7/10

MCD

26 days ago

ActionsHaussier

Nvidia Earnings Beat Sparks US Market Recovery, Erasing Weekly Losses

Faits marquants

•U.S. stocks rose Wednesday, erasing losses recorded earlier in the week.
•Nvidia and other technology companies led the market rally.
•Nvidia's earnings beat expectations, helping to calm investor jitters.

Impact:

7/10

NVDA SPY QQQ NASDAQ

26 days ago

ActionsBaissierMis à jour×5

Nvidia Decline Drags Down S&P 500 Despite Earnings Beat and AI Growth

Faits marquants

•Nvidia reported blockbuster earnings that beat historic expectations, yet the stock price declined.
•The market had already priced in these results due to disclosures from major customers regarding their increased hardware spending.

Impact:

7/10

26 days ago

ActionsHaussier

Schneider Electric Hits Record Sales on AI Data Center Boom

Faits marquants

•Schneider Electric reported record quarterly sales.
•The company provided strong financial guidance for 2026.
•Growth is driven by surging demand from AI data centers.

Impact:

7/10

SCHN.PA SBGSY

26 days ago

ActionsHaussierMis à jour

Wedbush Likens Nvidia to 'Michael Jordan' Amid Mixed Market Reaction to Sales Forecasts

Faits marquants

•Dan Ives of Wedbush Securities described Nvidia's Q4 performance as a 'superstar performance'.
•Wedbush Securities raised its price target for Nvidia stock to $300.

Impact:

7/10

26 days ago

ActionsHaussier

Alphabet Shares Surge as Q4 Revenue Growth Accelerates to 18% on Cloud Strength

Faits marquants

•Alphabet's revenue growth accelerated to 18% year-over-year in the fourth quarter of 2025.
•Google Cloud produced approximately $17.7 billion in revenue during the fourth quarter.
•Alphabet stock has risen by more than 70% over the past 12 months.

Impact:

7/10

GOOGL GOOG

27 days ago

ActionsHaussierMis à jour

Engie Shares Hit 14-Year High Following $14.2 Billion UK Power Networks Deal

Faits marquants

•France's Engie agreed to purchase UK Power Networks for an equity value of 10.5 billion pounds, equivalent to approximately $14.2 billion.
•The seller is Hong Kong billionaire Li Ka-shing's CK Group.

Impact:

7/10

ENGI.PA 1113.HK 1038.HK

27 days ago

ActionsBaissierMis à jour

Sweetgreen Miss Delivers Reality Check to Restaurant Sector, Contrasting Cava’s Success

Faits marquants

•Sweetgreen sales fell in 2025 and results missed expectations.
•Price hikes and turnaround efforts failed to offset the sales decline.
•The company is accelerating its transformation plan to strengthen its core business.

Impact:

7/10

26 days ago

ActionsHaussier

LSEG Triples Share Buyback Program to £3 Billion, Shares Surge 5%

Faits marquants

•London Stock Exchange Group (LSEG) increased its share buyback program from £1 billion to £3 billion over the next 12 months.
•Shares in the group jumped 5% to 8,160p following the announcement.
•The buyback yield stands at 7.7%, which combined with a 2% dividend yield, makes it one of the highest-yielding stocks in the UK market.

Impact:

7/10

LSEG.L FTSE 100

27 days ago

ActionsHaussier

Marvell Technology Acquires Celestial AI's Photonic Fabric to Boost AI Infrastructure

Faits marquants

•Marvell Technology acquired Celestial AI's Photonic Fabric technology to boost AI cluster bandwidth.
•The company targets $1 billion in revenues from this technology by fiscal year 2029.

Impact:

7/10

MRVL

26 days ago

ActionsBaissier

Nvidia's Stalled Momentum Signals Potential Shift Toward Bear Market

Faits marquants

•Major indexes are currently stalled with a lack of upside catalysts despite strong earnings.
•Nvidia's earnings results failed to ignite a new rally in the market.
•Fears of AI disruption and sector rotation away from tech are weighing on markets.

Impact:

7/10

NVDA SPY QQQ SOXX

26 days ago

ActionsMixte

Nvidia Shares Dip Despite Earnings Beat: Buying Opportunity or Tech Rotation?

Faits marquants

•Nvidia reported strong earnings that significantly beat market expectations.
•The stock experienced a selloff despite positive results, raising questions about tech sector rotation.
•CFRA's Angelo Zino analyzed Nvidia vs. AMD and AI investment strategies.

Impact:

7/10

NVDA AMD QQQ SOXX

26 days ago

ActionsBaissier

Kyndryl Holdings Amends 2025 Filings Over Material Internal Control Weaknesses

Faits marquants

•Kyndryl Holdings (KD) filed amended annual and quarterly reports for 2025 to report material weaknesses.
•The company admitted that disclosure controls and internal control over financial reporting were ineffective.
•The amendments follow the departure of 3 key executives and a pending securities class action lawsuit.

Impact:

7/10

26 days ago

ActionsHaussier

British AI Startup Wayve Hits $8.6 Billion Valuation Following $1.2 Billion Funding Round

Faits marquants

•Wayve raised $1.2 billion in funding, bringing its valuation to $8.6 billion.
•The round marks one of the largest capital raises for a UK AI startup.
•Major tech and automotive players including Microsoft, Nvidia, Uber, and Mercedes-Benz participated in the round.

Impact:

7/10

MSFT NVDA UBER MBG.DE 9984.T

26 days ago

ActionsBaissierMis à jour

Ford Reveals Trailer Module Glitch Details in Massive 4-Million Vehicle Recall

Faits marquants

•Ford recalled 4 million vehicles, including F-Series trucks and SUVs, due to a software glitch.
•Ford issued 153 recalls in 2025, the most ever by a single manufacturer in a year, involving 12.9 million vehicles.
•Ford's recall count exceeds those of Chrysler, GM, International Motors, and Forest River combined.

Impact:

7/10

26 days ago

ActionsHaussierMis à jour

Brink's to Acquire ATM Firm NCR Atleos in $6.6 Billion Infrastructure Deal

Faits marquants

•Brink's announced an agreement to acquire NCR Atleos in a deal valued at $6.6 billion.
•The transaction is structured as a mix of cash and stock to combine two financial technology infrastructure providers.
•The merger aims to create a global leader serving the banking and retail sectors.

Impact:

7/10

BCO NATL

26 days ago

ActionsHaussier

Pure Storage Hits $1 Billion Revenue Milestone, Rebrands to Everpure After Q4 Beat

Faits marquants

•Pure Storage (PSTG) exceeded fiscal Q4 2026 earnings and sales estimates.
•The company achieved its first $1 billion revenue quarter, representing a 20% jump.
•The company announced it is rebranding as Everpure.

Impact:

7/10

PSTG

26 days ago

ActionsHaussier

CoreWeave Beats Revenue Forecasts as Backlog Surges to $67 Billion Amid AI Boom

Faits marquants

•CoreWeave's revenue more than doubled during the most recent quarter.
•The company's backlog has swelled to nearly $67 billion.
•The company introduced a new object storage service to enhance its cloud infrastructure.

Impact:

7/10

NVDA SMH MSFT AMZN

26 days ago

ActionsHaussierMis à jour×2

Celsius Holdings Shares Extend Rally to 26% Weekly Gain Following Strong Earnings

Faits marquants

•Celsius reported adjusted earnings of 26 cents per share, beating analyst expectations of 19 cents.
•Revenue more than doubled to $721.6 million from $332.2 million a year earlier, surpassing the $638.9 million forecast.
•Company shares jumped 11.74% in premarket trading following the report.

Impact:

7/10

CELH

26 days ago

ActionsHaussier

Artemis Gold Reports 12.3% Production Growth and Strong Financial Position in Q4 2025

Faits marquants

•Q4 2025 gold production rose 12.3% quarter-over-quarter to 68,480 ounces.
•The company maintains strong liquidity of $410.1 million and a net debt/EBITDA ratio of 0.9x.
•The company completed a new $450 million bond refinancing to strengthen its balance sheet.

Impact:

7/10

ARGTF ARTG.V XAU/USD

27 days ago

ActionsHaussierMis à jour

Eni’s Profit Surges 35% as 2025 Production Exceeds Guidance via New Projects

Faits marquants

•Eni's adjusted net profit jumped by 35%.
•Oil and gas production rose by more than 7%.

Impact:

7/10

ENI.MI E

26 days ago

ActionsHaussierMis à jour

Nvidia Shares Slip at Open Despite Widespread Analyst Price Target Hikes

Faits marquants

•Wall Street analysts updated price targets for Nvidia (NVDA) following the firm's latest 'blockbuster' earnings report.
•The market did not show a decisive move in the extended session leading to February 26 despite the positive results.

Impact:

7/10

26 days ago

ActionsHaussierMis à jour

Shake Shack Beats Q4 Estimates as Management Signals Significant Expansion Potential

Faits marquants

•Shake Shack's Q4 earnings nearly tripled Wall Street expectations.
•Revenue growth accelerated to its fastest pace in recent memory.

Impact:

7/10

SHAK

26 days ago

ActionsHaussierMis à jour

Nvidia's Record Results Validate AI Spending as Strategic Benchmark for CFOs

Faits marquants

•Nvidia CEO Jensen Huang stated that hyperscalers understand that compute capacity directly translates into revenue generation.

Impact:

7/10

NVDA SMH QQQ MSFT GOOGL+1

26 days ago

ActionsHaussierMis à jour

United Therapeutics Beats Q4 Estimates as Analysts Raise Price Targets on Strong Outlook

Faits marquants

•United Therapeutics' revenues grew by over 10% in Q4 and FY2025.
•Net income per share increased by approximately 14%, driving a stock rally of over 75%.
•Tyvaso remains the dominant franchise in the Pulmonary Arterial Hypertension (PAH) market.

Impact:

7/10

UTHR

26 days ago

ActionsHaussierMis à jour

Diamondback Energy Pivots to Organic Growth Following Major Permian Expansion

Faits marquants

•Diamondback Energy reported solid Q4 results and resilient cash flow despite commodity price weakness.
•Transformative acquisitions of Endeavor Energy and Double Eagle IV have doubled the company's operational footprint.
•The company reduced Midland Basin drilling costs to between $550 and $580 per lateral foot.

Impact:

7/10

FANG

26 days ago

ActionsHaussierMis à jour

Block Inc. to Cut 4,000 Jobs in AI Shift; Shares Rally on Efficiency Drive

Faits marquants

•Block Inc. announced massive headcount reductions alongside its fourth-quarter earnings report.
•The company plans to replace nearly half of its workforce with AI technology.
•Shares of the company rallied in extended trading following the news.

Impact:

7/10

26 days ago

ActionsMixte

Netflix CEO Meets White House Officials Over Potential Warner Bros. Discovery Asset Deal

Faits marquants

•Netflix CEO Ted Sarandos arrived at the White House for a meeting.
•The meeting is related to Netflix's efforts to acquire part of Warner Bros. Discovery.

Impact:

7/10

NFLX WBD

26 days ago

ActionsBaissier

Baidu Reports Profit and Revenue Decline as Advertising Business Struggles

Faits marquants

•Baidu reported a drop in profit as its revenue decline continues.
•The company is facing pressure on its main advertising business, which is its primary revenue driver.

Impact:

7/10

BIDU 9888.HK

27 days ago

ActionsHaussier

Ocado Targets Positive Cash Flow by H2 2026 Following Earnings Surge

Faits marquants

•British technology and online grocery group Ocado aims to become cash flow positive in the second half of 2026.
•The company reported a significant jump in underlying earnings for the 2025 fiscal year.

Impact:

7/10

OCDO.L

27 days ago

ActionsBaissierMis à jour

Duolingo Targets 100M DAUs by 2028 Amid Strategic Shift and Weak Bookings Forecast

Faits marquants

•Duolingo forecast first-quarter and 2026 bookings below analyst expectations.
•The company is shifting its strategy to prioritize faster user growth over immediate monetization.
•The strategic move is expected to weigh on bookings growth and profitability this year.

Impact:

7/10

DUOL

26 days ago

ActionsHaussierMis à jour

Salesforce’s Strong Results Tempered by Analyst Caution on Near-Term Growth

Faits marquants

•Salesforce reported Q4 revenue of $11.2B, a 12% year-over-year increase.
•Total Remaining Performance Obligations (RPO) reached $72B, up 14% y/y, the highest growth since July 2024.
•FY26 subscription growth guidance is slightly above 10%.

Impact:

7/10

CRM XLK SPY

26 days ago

ActionsBaissierMis à jour

Nvidia's Slump Caps Season of Muted Market Response to Strong Earnings

Faits marquants

•Nvidia delivered blockbuster earnings results that exceeded expectations.
•The company's stock faced a downbeat market reaction despite the strong financial performance.
•The weak stock performance is attributed to overall weak investor sentiment in the market.

Impact:

7/10

26 days ago

ActionsHaussierMis à jour

Nvidia Shares Plunge Post-Opening Despite Strong Earnings as Software Momentum Grows

Faits marquants

•Nvidia (NVDA) is considered the primary driver of market sentiment following its blockbuster earnings report.
•Analysts view NVDA as a long-term buy, alongside bullish cases for Microsoft, Caterpillar, and Texas Instruments.

Impact:

7/10

NVDA MSFT CAT TXN

26 days ago

ActionsHaussierMis à jour

US Earnings Momentum Continues as Butterfly Network Beats Estimates

Faits marquants

•13 out of 14 companies in this cluster reported earnings results that surpassed analyst estimates.
•IonQ (IONQ) recorded a massive surprise with earnings of $1.93 per share against an expected loss of $0.48.
•Agilent Technologies (A) was the only company in this cluster to report earnings below estimates.

Impact:

7/10

A ARQT CHDN BJRI MDXG+9

26 days ago

ActionsHaussier

Aura Minerals Unlocks 670,000 Ounces of Gold Reserves at Borborema Mine

Faits marquants

•Aura Minerals signed an agreement with Brazil's DNIT to relocate a federal road crossing the Borborema mine.
•The road relocation unlocks an additional 670 Koz of gold reserves.
•Total gold reserves at the mine have now reached 1.5 Moz.

Impact:

7/10

AUGO AURA33

26 days ago

ActionsBaissierMis à jour

White House Opposition and Antitrust Concerns Halt Paramount-Warner Bros. Discovery Merger

Faits marquants

•Paramount Skydance reported Q4 revenue of $8.15B and an EPS loss of $0.12, missing analyst expectations.
•A potential Warner Bros. Discovery acquisition would saddle the company with $87B in debt and a 7x leverage ratio.
•Paramount+ revenue grew by 17% with narrowing losses, while Warner Bros. Discovery revenue dropped by 6%.

Impact:

7/10

PSKY WBD NFLX

26 days ago

ActionsHaussierMis à jour

Nvidia's Huang: AI Boom is Just Beginning and Technology Will Be Ubiquitous

Faits marquants

•Nvidia CEO Jensen Huang predicted a significant breakthrough in Artificial General Intelligence (AGI).
•Huang made these remarks during an interview on 'The Claman Countdown' discussing technological progress.

Impact:

7/10

27 days ago

ActionsHaussierMis à jour×2

Snowflake’s Robust Outlook Eases Market Fears Over AI Sector Disruption

Faits marquants

•Strong tech earnings results have eased investor anxiety regarding the returns on AI investments.
•Markets remain cautious due to ongoing volatility and geopolitical tensions.
•There is a notable market rotation occurring into the energy sector.

Impact:

7/10

QQQ XLK SPY XLE

26 days ago

ActionsBaissierMis à jour

Diageo Shares Slump 14% on Margin Warnings as Analysts Flag Market Overreaction

Faits marquants

•Diageo share price plunged to 1,585p, its lowest level since January 9.
•The company reported a 4% drop in net sales over a six-month period.
•Diageo slashed its dividend following weak financial results reflecting headwinds in the alcoholic beverage industry.

Impact:

7/10

DGE.L FTSE 100

27 days ago

ActionsHaussierMis à jour×2

Nvidia CEO Clarifies AI Agent Role in Enterprise Systems, Boosting Market Sentiment

Faits marquants

•Nvidia's target price is set at $260, supported by exceptional growth.
•The company's gross margins exceed 75% with quarterly free cash flow of $35B.
•Forward P/E has compressed to 24–25x, which is below its 5-year average.

Impact:

7/10

26 days ago

ActionsBaissierMis à jour×3

The Trade Desk Shares Drop 5.7% on Margin Pressure and Business Model Doubts

Faits marquants

•The Trade Desk (TTD) exceeded earnings estimates for the fourth quarter.
•The company's stock tumbled due to weak forward guidance for the first quarter.
•Investors are monitoring whether the company can maintain revenue growth in the high teens.

Impact:

7/10

TTD

26 days ago

ActionsHaussierMis à jour×2

IonQ Shares Break $40 Psychological Barrier Following Q4 and Full-Year 2025 Earnings

Faits marquants

•IonQ stock rose 20.9% to trade at $38.76.
•This move marks the stock's best single-session gain since May 22.
•The rally was driven by a revenue beat in the company's financial results.

Impact:

7/10

IONQ

26 days ago

ActionsMixteMis à jour

Salesforce's $50 Billion Buyback Sparks Debate Over AI Investment Priorities

Faits marquants

•Salesforce committed $50 billion for a new share buyback program.
•The company's revenue guidance fell short of market expectations.
•The company raised its long-range revenue target following a recent acquisition.

Impact:

7/10

CRM XLK SPY

26 days ago

ActionsHaussierMis à jour×2

AMD Accelerates AI Chip Roadmap with MI450 for OpenAI, Boosting Growth Outlook

Faits marquants

•Nutanix stock surged following news of a forthcoming investment by AMD.
•The companies are partnering to provide hyperconverged infrastructure (HCI) targeting AI customers seeking flexible ecosystems.

Impact:

7/10

NTNX AMD

26 days ago

ActionsMixteMis à jour×4

WBD Board Favors Netflix Despite Paramount Skydance's $31 All-Cash 'Superior Proposal'

Faits marquants

•Warner Bros. Discovery reported lower fourth-quarter revenue driven by declines across all business segments.
•The results come amid a high-stakes bidding war involving Netflix and Paramount Skydance.

Impact:

7/10

WBD NFLX PARA

26 days ago

ActionsHaussierMis à jour

OpenAI Eyes $1 Trillion Valuation Amid IPO Prep and $20 Billion Revenue Milestone

Faits marquants

•Amazon is planning to invest up to $50 billion in ChatGPT developer OpenAI.
•The massive investment may be contingent on OpenAI going public (IPO) or achieving Artificial General Intelligence (AGI).

Impact:

7/10

AMZN MSFT QQQ

26 days ago

ActionsBaissier

Hikma Pharmaceuticals Shares Plunge 16% on Weak 2026 Financial Guidance

Faits marquants

•Hikma Pharmaceuticals shares fell 16% to 1,390p.
•2025 results were in line with forecasts, but 2026 guidance was weaker than expected.
•Executive chair Said Darwazah will become full-time CEO for the next two years.

Impact:

7/10

HIK.L

27 days ago

ActionsHaussier

Newmont Exceeds Q4 2025 Expectations with $2.8 Billion Free Cash Flow

Faits marquants

•Newmont reported adjusted earnings of $2.52 per share on revenue of approximately $6.8 billion for Q4 2025.
•The company generated approximately $2.8 billion in free cash flow during the fourth quarter alone.
•Increased profitability was driven by heightened realized gold prices and effective cost management.

Impact:

7/10

NEM XAU/USD GDX

27 days ago

ActionsHaussier

TIAN RUIXIANG Doubles Strategic Bitcoin Injection to 30,000 BTC

Faits marquants

•TIAN RUIXIANG Holdings Ltd. (TIRX) announced doubling its planned Bitcoin injection from 15,000 to 30,000 BTC.
•The move aims to solidify the company's dominance at the intersection of AI and cryptocurrency.
•The announcement comes amid market turbulence as part of a major strategic partnership.

Impact:

7/10

TIRX BTC/USD

26 days ago

ActionsHaussier

NVIDIA Stock Surges as Company Pivots to Global AI Infrastructure Leader

Faits marquants

•NVIDIA stock has risen nearly 50% over the last twelve months.
•The company evolved from a hardware supplier into an essential infrastructure provider for the global AI economy.

Impact:

7/10

NVDA

26 days ago

ActionsHaussier

United Therapeutics Shares Surge 13% Following Q4 Earnings Beat and Strong Guidance

Faits marquants

•United Therapeutics exceeded Q4 earnings estimates.
•Company shares surged 13% driven by strong future guidance.
•Tyvaso DPI sales jumped 24% despite total revenue missing estimates.

Impact:

7/10

UTHR

26 days ago

ActionsBaissier

AMC Faces Potential Reverse Stock Split Amid Severe Financial Distress and High Debt

Faits marquants

•AMC reported Q4 revenues in line with reduced estimates, but the business remains under significant financial distress.
•The company has over $4 billion in debt and continues to experience heavy cash burn.
•Solvency concerns persist as shareholder dilution continues, with nearly 530 million shares outstanding.

Impact:

7/10

AMC

26 days ago

ActionsHaussier

Block Inc. Shares Surge as Company Announces 4,000 Job Cuts in Restructuring Push

Faits marquants

•Block Inc. announced it is cutting 4,000 jobs as part of a major restructuring process.
•Restructuring costs are expected to reach up to $500 million and be completed by mid-2026.
•The company's stock (SQ) rose following the announcement as investors welcomed the cost-cutting measures.

Impact:

7/10

26 days ago

ActionsHaussier

AI Investment Rally Broadens Beyond Nvidia as Japanese Markets Gain Traction

Faits marquants

•The AI investment theme is diversifying to include other sectors and companies beyond just Nvidia.
•The Japanese market is emerging as a key component in current trading themes.
•Geopolitical risks remain a significant factor influencing market opening themes.

Impact:

7/10

NVDA EWJ QQQ SMH

27 days ago

ActionsMixte

NVIDIA Revenue Outlook: Analysts Eye Key Metrics for Future Valuation

Faits marquants

•The report discussed NVIDIA's Q4 FY2026 revenue figures, citing numbers ranging between $39.33 billion and $68.13 billion.
•Analysts are focusing on a specific metric beyond past results to determine the stock's fate.

Impact:

7/10

26 days ago

ActionsBaissier

Duolingo Shares Slump as Company Restructures to Counter AI Competition

Faits marquants

•Duolingo's stock is sinking following the announcement of changes to its service tiers.
•The company is facing a slowdown in user growth, prompting increased investment.
•Duolingo is restructuring its service tiers to contend with the competitive threat of AI.

Impact:

7/10

DUOL

26 days ago

ActionsHaussier

Salesforce Earnings Signal Resilient Enterprise Software Demand and AI Growth

Faits marquants

•Salesforce (CRM) earnings serve as a 'temperature check' for enterprise software spending.
•Data signals that software demand is holding up, with a shift toward platformization strategies.
•The 'Agentforce' system is contributing to building a strong financial backbone for Salesforce.

Impact:

7/10

CRM SNOW

26 days ago

ActionsHaussier

Biomerica Reports Positive IBS Therapy Data and Confirms Medicare Reimbursement Rate

Faits marquants

•Real-world data showed 59.4% of IBS patients achieved a 30% or greater reduction in abdominal pain using inFoods therapy.
•68.1% of patients achieved a 30% or greater reduction in bloating, consistent with FDA-recognized endpoints.
•A national Medicare payment rate of $300 has been established, effective January 1, 2026.

Impact:

7/10

BMRA

26 days ago

ActionsBaissier

Ironwood Pharmaceuticals Downgraded to 'Sell' Amid Falling Sales and Pipeline Setbacks

Faits marquants

•Ironwood Pharmaceuticals was downgraded from 'Buy' to 'Sell'.
•LINZESS U.S. sales dropped 6% to $864.5M in 2025.
•The company declined to exercise its option on CNP-104 after disappointing data, removing a key pipeline catalyst.

Impact:

7/10

IRWD

26 days ago

ActionsHaussier

Gildan Reports Record Q4 Results and Raises Synergy Targets Following HanesBrands Acquisition

Faits marquants

•Gildan reported record fourth-quarter revenue and adjusted diluted EPS for 2025.
•The company completed the acquisition of HanesBrands on December 1, 2025, with results partially included in Q4.
•The company announced plans for Bangladesh Phase 2 and raised its targeted run-rate synergies.

Impact:

7/10

GIL

27 days ago

ActionsHaussier

Ocado Group Forecasts Positive Cash Flow Next Year as EBITDA Surges 59%

Faits marquants

•Ocado Group expects to turn cash flow positive next year.
•Adjusted EBITDA increased 59% to £178 million.
•Group revenue grew 12.1% to £1.4 billion for the fiscal year ending November 2025.

Impact:

7/10

OCDO.L

27 days ago

ActionsHaussier

Nebius Group Reports 479% Revenue Surge and $275M AI Acquisition

Faits marquants

•Nebius Group reported a massive revenue growth of 479%.
•The company made a strategic $275M acquisition to expand into agentic AI infrastructure.

Impact:

7/10

NBIS

26 days ago

ActionsBaissier

Nvidia's Disappointing Market Reaction Weighs on Tech Sector and Global Indices

Faits marquants

•Reuters characterized Nvidia's recent performance or announcement as a 'damp squib,' failing to meet high market expectations.

Impact:

7/10

27 days ago

ActionsBaissier

Zoom Shares Plunge 11% After Earnings Miss and Weak 2026 Guidance

Faits marquants

•Zoom reported Q4 non-GAAP earnings per share of $1.44, missing the analyst consensus of $1.49.
•The company's shares opened more than 11% lower following the release of the financial results.
•The company issued fiscal 2026 profit guidance that was slightly below market expectations.

Impact:

7/10

ZOOM

26 days ago

ActionsHaussier

Lithium Price Recovery Drives 91% Rally in BATT ETF

Faits marquants

•The Amplify Lithium & Battery Technology ETF (BATT) returned 91.2% over the past year.
•Lithium prices doubled from their 2025 lows to around $20,000 per metric ton.
•The lithium market shifted from oversupply to what analysts call a structural deficit.

Impact:

7/10

BATT LIT ALB SQM

26 days ago

ActionsBaissier

Trade Desk Shares Tumble as Growth Slowdown Rattles Wall Street

Faits marquants

•Trade Desk’s stock fell as a growth slowdown concerned Wall Street investors.
•The company noted that clients in the automotive and packaged-goods sectors are under economic pressure.

Impact:

7/10

TTD QQQ MGK

27 days ago

ActionsHaussier

Salesforce Q4 Earnings Surpass Estimates by 25% on AI Momentum

Faits marquants

•Non-GAAP EPS reached $3.81, significantly exceeding the consensus estimate of $3.05.
•Agentforce momentum signaled that the company's AI pivot is generating real commercial traction.

Impact:

7/10

CRM XLK SPY

26 days ago

ActionsHaussier

Nubank Profits Soar 50% as Customer Base Hits 131 Million Milestone

Faits marquants

•Nubank profits jumped 50% as it expanded its Latin American customer base.
•The customer base grew 15% to reach 131 million people across Brazil, Mexico, and Colombia.
•The digital bank plans to enter the U.S. market.

Impact:

7/10

26 days ago

ActionsHaussier

Nu Holdings Reports Record Q4 2025 Results with 62.5% Revenue Surge

Faits marquants

•Nu Holdings reported Q4 2025 revenue of $4.857 billion, a 62.5% increase year-over-year.
•The company's net income surged by 62% to reach $894.8 million.

Impact:

7/10

26 days ago

ActionsHaussier

Idorsia Reports Strong 2025 Results as QUVIVIQ Sales Double

Faits marquants

•Sales of the insomnia drug QUVIVIQ more than doubled during 2025.
•The company delivered on its upgraded 2025 financial guidance with an improved bottom line.
•The company expects further sales growth in 2026 with multiple pipeline catalysts ahead.

Impact:

7/10

IDIA.SW

27 days ago

ActionsHaussier

Sezzle Reports Blockbuster Q4 Earnings and Robust 2026 Guidance

Faits marquants

•Sezzle delivered blockbuster Q4 results, surpassing high-growth expectations.
•Guidance calls for 25-30% revenue growth and $170 million adjusted net income in 2026.
•The stock trades at 17x 2026 earnings with a PEG ratio of 0.60, signaling undervaluation.

Impact:

7/10

SEZL

26 days ago

ActionsBaissier

Tech Sector Faces Pressure as Software Stocks Diverge from Nasdaq-100 Post-Nvidia Earnings

Faits marquants

•There is a significant divergence, the largest in years, between software stocks and the Nasdaq-100 index.
•The tech sector experienced downside action on Thursday amid assessments of Nvidia's earnings results.

Impact:

7/10

NVDA QQQ IGV XLK

26 days ago

ActionsHaussier

SoundHound AI Reports Record 2025 Revenue with 100% Year-Over-Year Growth

Faits marquants

•SoundHound AI reported record annual revenue of $169 million for 2025.
•Revenue increased by nearly 100% year-over-year.
•The company forecasted strong growth ahead following its fourth-quarter results.

Impact:

7/10

SOUN

26 days ago

ActionsHaussier

Nexa Resources Swings to $223 Million Net Profit in 2025 on Strong Operational Performance

Faits marquants

•Nexa Resources recorded a net income of US$223 million in 2025, compared to a net loss of US$187 million in 2024.
•Adjusted EBITDA reached US$772 million for the full year 2025.
•Net income for 4Q25 was US$81 million, down from US$100 million in 3Q25.

Impact:

7/10

NEXA

26 days ago

ActionsHaussier

ContextLogic Finalizes $907.5 Million Acquisition of US Salt in Strategic Pivot

Faits marquants

•ContextLogic completed the acquisition of US Salt for $907.5 million.
•The acquisition aims to transform the company into a business ownership platform with strong cash generation.
•The combined entity holds approximately $2.9 billion in Net Operating Losses (NOLs) for tax advantages.

Impact:

7/10

WISH

26 days ago

ActionsHaussier

Janus Henderson Receives Unsolicited Acquisition Bid Amid Existing Trian Merger Deal

Faits marquants

•Janus Henderson Group (JHG) confirmed that its Board's Special Committee received an unsolicited, non-binding proposal.
•The company had previously entered into a definitive merger agreement with Trian Fund Management on December 22, 2025.

Impact:

7/10

JHG

26 days ago

ActionsBaissier

Wall Street Slumps as Nvidia and Semiconductor Selloff Drags Tech Indices Lower

Faits marquants

•The stock market experienced a notable decline driven by a selloff in Nvidia and the semiconductor sector.
•The tech sector's decline directly weighed on major Wall Street indices ahead of the closing bell.

Impact:

7/10

NVDA SOXX SPY QQQ

26 days ago

ActionsMixte

Nvidia's Record Earnings Fail to Calm Market Fears Over AI Stability

Faits marquants

•Nvidia reported record sales and booming cash flow.
•Strong financial results failed to settle worries regarding AI's destabilizing impact.

Impact:

7/10

27 days ago

ActionsBaissier

WPP Slashes Dividend and Announces Major AI-Driven Restructuring Amid Profit Slump

Faits marquants

•WPP slashed its final dividend to 7.5 pence per share from 24.4 pence a year earlier.
•CEO Cindy Rose plans to merge the group's agencies into a single company underpinned by AI and data.
•The company reported a 23% decline in operating profit.

Impact:

7/10

WPP.L WPP

27 days ago

ActionsHaussier

ABB Reports Strong Growth Driven by Electrification and Data Center Demand

Faits marquants

•ABB achieved a book-to-bill ratio of 1.14, indicating exceptional order growth for 2025.
•The electrification segment dominated growth, driven by major data center orders and broad segment strength.
•Margins expanded through internal efficiencies, with a rising backlog supporting margin expansion into 2026.

Impact:

7/10

ABB XLI

26 days ago

ActionsHaussier

Rolls-Royce Outperforms Nvidia Over Three-Year Period Amid Upgraded Financial Guidance

Faits marquants

•Rolls-Royce stock has outperformed Nvidia’s over the last three years, and the performance gap is widening.
•CEO Tufan Erginbilgic raised guidance for the share buyback program, free cash flow, and underlying profits.

Impact:

7/10

RR.L RYCEY NVDA

27 days ago

ActionsHaussier

Sterling Infrastructure Surges on AI Data Center Boom and Strong 2026 Guidance

Faits marquants

•The E-Infrastructure segment grew 123% YoY, now accounting for approximately 70% of revenue.
•Management projects FY2026 sales of $3.05–3.20B, with adjusted EPS guidance significantly above consensus.
•The signed backlog reached $3.01B, providing strong support for future growth projections.

Impact:

7/10

STRL

27 days ago

ActionsHaussier

Broadcom Targets 1 Million 3D Stacked AI Chip Sales by 2027

Faits marquants

•Broadcom expects to sell at least 1 million chips based on its 3D stacked design technology by 2027.

Impact:

7/10

AVGO SOXX SMH

26 days ago

ActionsHaussier

atai Life Sciences Announces Positive Phase 2a Results for Social Anxiety Drug EMP-01

Faits marquants

•EMP-01 met primary safety and tolerability objectives in a Phase 2a trial for Social Anxiety Disorder.
•The drug demonstrated an 11.85 point reduction on the Liebowitz Social Anxiety Scale (LSAS) compared to placebo.
•The responder rate was 49% compared to 15% for the placebo group.

Impact:

7/10

ATAI

26 days ago

ActionsHaussier

Tech Rebound Propels S&P 500 Toward Record Highs as AI Fears Ease

Faits marquants

•The S&P 500 closed within 0.5% of its record high.
•Software and broader tech stocks led the rebound as AI-related fears eased.
•Nvidia and the 'Magnificent 7' stocks all saw gains.

Impact:

7/10

SPX NDX NVDA SPY QQQ

27 days ago

ActionsBaissier

ServiceNow Shares Plunge 23% Amid Subscription Growth and AI Disruption Fears

Faits marquants

•ServiceNow (NOW) stock has decreased by 23.6% over the course of 21 trading days.
•There are renewed concerns regarding ServiceNow's subscription growth forecast.
•Broader fears about AI disruption in the SaaS sector are impacting the stock's performance.

Impact:

7/10

NOW

26 days ago

ActionsBaissier

Helen of Troy Shares Plunge 25% as Securities Investigation Launches

Faits marquants

•Helen of Troy Limited (HELE) stock dropped 25% following its earnings report.
•Law firm Faruqi & Faruqi is investigating potential securities claims on behalf of investors.

Impact:

7/10

HELE

26 days ago

ActionsHaussier

Piraeus Bank Reports Strong 2025 Results, Boosts Dividend Payout to 55%

Faits marquants

•The bank achieved a normalized profit of €1.2bn, with a Return on average Tangible Book Value (RoaTBV) of 16%.
•Earnings per share (EPS) reached €0.82, exceeding the previous guidance of €0.80.
•The bank increased its payout ratio to 55%, with a cash dividend of €0.40 per share.

Impact:

7/10

TPEIR.AT BPIRY BPIRF

27 days ago

ActionsBaissier

Trade Desk Shares Plunge 17% on Weak First-Quarter Revenue Outlook

Faits marquants

•The Trade Desk shares fell more than 17% in premarket trading.
•The company forecast Q1 revenue of $678 million, missing analyst estimates of $689 million.
•Guidance implies growth slowing to roughly 10% YoY, down from 25.4% in Q1 2025.

Impact:

7/10

TTD META GOOGL QQQ

27 days ago

ActionsHaussier

Krispy Kreme Shares Surge 34% After Q4 Revenue Beats Estimates

Faits marquants

•Krispy Kreme shares jumped more than 34% following the Q4 earnings report.
•Q4 revenue reached $392.4 million, exceeding analyst estimates of $389.5 million.
•The company provided a positive 2026 outlook despite a 2.9% year-over-year revenue decline.

Impact:

7/10

DNUT

26 days ago

ActionsHaussier

Oncor Reports $1.07 Billion Net Income for 2025 and Unveils $47.5 Billion Investment Plan

Faits marquants

•Oncor reported net income of $1.07 billion for 2025, compared to $968 million in 2024.
•The company announced a $47.5 billion base capital plan for the 2026-2030 period.
•Revenue growth was driven by the Unified Tracker Mechanism (UTM), updated rates, and customer growth.

Impact:

7/10

SRE XLU

27 days ago

ActionsHaussier

Beretta Launches Proxy Fight for Sturm, Ruger & Co. After Building 10% Stake

Faits marquants

•Italian firm Beretta has built a 10% stake in US-based Sturm, Ruger & Co.
•Beretta seeks to nominate four executives to join Ruger's nine-member board.
•The move is designed to gain more control over the main US rival to Smith & Wesson.

Impact:

7/10

RGR SWBI

27 days ago

ActionsHaussier

Novavax Swings to Profit in Q4 2025 as Sales Surge; Shares Rally

Faits marquants

•Novavax swung to a profit in the fourth quarter of 2025 as sales climbed.
•Novavax (NVAX) shares rose following the announcement of its quarterly and full-year financial results.

Impact:

7/10

NVAX

26 days ago

ActionsHaussier

Air Liquide Beats Expectations with Strong 2025 Results and Ambitious 2027 Targets

Faits marquants

•Air Liquide's EBIT margin excluding energy reached 20.7% in its 2025 results.
•Management introduced a new +100bps margin improvement target for 2027, exceeding consensus expectations.
•The ADVANCE strategy contributed to lower net debt and higher dividends per share (DPS).

Impact:

7/10

AIQUF AI.PA

26 days ago

ActionsMixte

Nvidia Challenges Intel and AMD with Strategic Push into CPU Market

Faits marquants

•Nvidia CEO Jensen Huang is signaling a strategic shift toward general-purpose CPUs, moving beyond the company's core GPU focus.
•This move positions Nvidia in direct competition with Intel and AMD within the AI server and general computing markets.

Impact:

7/10

NVDA INTC AMD SOXX

27 days ago

ActionsBaissier

C3.ai Shares Plunge Following Earnings Miss and Major Layoffs

Faits marquants

•C3.ai reported an earnings miss relative to market expectations.
•The company announced significant layoffs across its workforce.
•The stock's decline coincided with broader credit fears rippling through the markets.

Impact:

7/10

AI QQQ XLK

26 days ago

ActionsHaussier

Catalyst Pharmaceuticals Beats Q4 Estimates, Issues Strong 2026 Revenue Guidance

Faits marquants

•Catalyst Pharmaceuticals (CPRX) exceeded Q4 earnings estimates.
•Sales of Firdapse and Agamree saw significant year-over-year growth.
•The company issued upbeat revenue guidance for 2026 following strong results.

Impact:

7/10

CPRX

26 days ago

ActionsHaussier

Enerflex Reports Record Cash Flow and Strategic Asia Pacific Divestment

Faits marquants

•The company achieved Adjusted EBITDA of $123 million and record free cash flow of $141 million.
•Net debt was reduced to $501 million, representing approximately 1.0x TTM Adjusted EBITDA.
•Enerflex signed an agreement to divest its operations in the Asia Pacific region to simplify its business.

Impact:

7/10

EFX EFXT

26 days ago

ActionsHaussier

eDreams ODIGEO Net Income Surges Tenfold Driven by Subscription Model Growth

Faits marquants

•The company's net income grew tenfold to reach €40.3 million.
•Adjusted EBITDA surged by 74% to reach €138.4 million.
•The number of 'Prime' subscription members reached 7.8 million.

Impact:

7/10

EDR.MC EDDRF

27 days ago

ActionsBaissier

Flutter Entertainment 2026 Profit Forecast Falls Short of Analyst Estimates

Faits marquants

•Flutter, the owner of FanDuel, forecast modest profit growth for 2026, falling far short of analyst expectations.
•The weak forecast is attributed to challenges in the U.S. market and ineffective promotional and bonus strategies to win customers.

Impact:

7/10

FLUT FLTR.L DKNG

26 days ago

ActionsHaussier

argenx Reports 90% Revenue Surge in 2025 as Prosafe Issues Q4 Financial Results

Faits marquants

•argenx reported $4.2 billion in full-year 2025 net sales, representing 90% year-over-year growth.
•argenx's fourth-quarter sales alone reached $1.3 billion.
•Prosafe SE released its Q4 2025 financial results accompanied by forward-looking risk statements.

Impact:

7/10

ARGX PRSO.OL

27 days ago

ActionsHaussier

Nvidia Earnings Confirm Tangible AI Revenue and ROI for Enterprises

Faits marquants

•Nvidia's earnings call clarified that AI is generating actual revenue and is not just limited to cutting labor costs.
•The Return on Investment (ROI) for AI technologies is already becoming visible and clear for companies.

Impact:

7/10