Earnings
Deutz’s Margin Milestone Masks a Deeper Strategic Pivot as Defence and India Deals Converge
Investors scanning Deutz's recent share-price trajectory could be forgiven for focusing on the defence narrative that has dominated headlines. But...
Amphenol’s CommScope Bet Is Outperforming — and the Order Book Proves It
The dust has settled on Amphenol's 2-for-1 stock dividend, which hit shareholders' accounts last Thursday. Yet for all the attention...
Hensoldt’s Order Book Tops €10 Billion, Yet the Stock Can’t Shake Off the Sector’s Gloom
The disconnect could hardly be starker. Hensoldt's order intake has doubled within twelve months, its backlog has breached a symbolic...
Nvidia’s Balancing Act: Record Chip Sales Meet a $500 Billion Capital Ambition
The numbers that Nvidia posted for its fiscal second quarter of 2027 were always going to be large. Revenue of...
D-Wave Quantum: Cloud Expansion Meets a Wall of Investor Skepticism
The quantum computing pioneer pushing beyond its annealing niche is doing so at a moment when its share price is...
DroneShield’s Numbers Keep Improving. The Share Price Has Other Ideas.
The gap between what DroneShield's financial statements are saying and what its share price is doing has rarely looked wider....
Almonty’s Tungsten Transition Enters a New Phase — With a War Chest to Match
The gap between a mining company's promises and its production reality is where most investment theses either harden or crack....
TKMS Closes Out an Era of Israeli Submarine Deliveries While the Order Book Hits New Highs
The departure of the INS Drakon from Kiel marked more than just another handover ceremony. As the final vessel in...
Metaplanet’s Governance Storm and Rate Squeeze Test the Patience of Bitcoin-Focused Investors
Simon Gerovich has spent the past week reassuring shareholders, but the questions keep piling up. The Metaplanet chief executive exercised...
Partners Group’s Record Half-Year Masks a Profit Squeeze as New Co-CEOs Take the Helm
The Zug-based private markets investor closed the week at €722.40, nursing a 1.5% decline on Friday and a bruising 9.4%...
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