Earnings Nel ASA’s PEM Surge Cannot Mask an Alkaline Wipeout
Nel ASA’s third-quarter 2026 report, released on 15 October, lays out a company pulling in two directions at once. Revenue from customer contracts fell 63% year on year to NOK...
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Analysis
Moderna’s October Script Has Two Storylines, and Only One of Them Is Clinical
Moderna shares climbed 6.1% yesterday, a move that landed alongside a broader rotation into healthcare and value names reported by...
Analysis
Vonovia Puts Its Faith in the Courts While Morgan Stanley Cuts to Underweight
Vonovia has chosen litigation over negotiation. On Monday the German landlord labelled Berlin’s agreed expropriation proposals unconstitutional and said it...
Analysis
Moderna’s Calendar Is Crowded, but Only Two Entries Carry Real Weight
Moderna has two confirmed dates on the near horizon, and neither of them is the one making headlines. The company...
Analysis
Plug Power Sits at the Edge of Its 52-Week Low as Wall Street Trims Targets and November Looms
Plug Power’s stock closed Monday at 1.23 euros, hovering just above its 52-week low of 1.21 euros — a valuation...
Analysis
Ocugen Rewrites Phase 3 Yardstick as Cash Questions Loom Over 2027 Readout
Ocugen has given investors a fresh look under the hood of its gene therapy pipeline — and in doing so,...
Analysis
Lenzing’s Capital Raise Is Fully Spoken For — the Earnings Question Isn’t
Lenzing has lined up every euro of its planned capital increase and a partner network spanning 13 countries. Neither of...
Analysis
Rocket Lab Rebounds as ARK Buys the Dip and Cantor Fitzgerald Holds Its Ground
Rocket Lab shares steadied at the start of the new trading week, climbing 3.0% to EUR 46.60 — with a...
Energy & Oil
BP’s Refining Windfall Cuts Net Debt to $13.5–14.5 Billion, Offsetting Up to $4.5 Billion in Impairments
A surge in crude prices driven by Middle East tensions and worries about Russian refinery disruptions and diesel supplies gave...
Asian Markets
TSMC Draws a Management Line Under US Expansion as AI Demand Widens
TSMC has attached a firm condition to any further American manufacturing footprint: whoever builds the chips, TSMC runs the plant....
Analysis
2G Energy Wins a Strong Buy Upgrade Even as Its Stock Sits Below the 200-Day Line
2G Energy finds itself pulled in two directions. On one side stands a fresh endorsement from SMC Research, which lifted...