TKMS: A Kiel Shipbuilder Caught Between Record Orders and a Two-Speed Analyst Debate
The handover of the INS Drakon to the Israeli Navy on 22 July was never going to be a quiet ceremony. Built in Kiel, the submarine ranks as the largest...
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Earnings
SpaceX’s Lock-Up Crossroads: A Record Quarter Meets a $116 Billion Share Overhang
The arithmetic of SpaceX’s first months on the public market has been brutal: a stock that peaked at €194.46 in...
Earnings
Deutz’s €1.6bn FFG Takeover Clears a Regulatory Hurdle — But the August Vote Is What Really Matters
The Cologne-based engine maker Deutz has secured a regulatory green light for its planned acquisition of FFG Flensburger Fahrzeugbau, yet...
Commodities
Silver’s Hormuz Diplomacy Meets an Unrelenting Supply Squeeze
The silver market is being pulled in two directions this week: a diplomatic thaw in the Gulf that is weighing...
Commodities
Vulcan Energy’s Pipeline Breakthrough: Physical Progress Meets Persistent Chart Pressure
The first sections of pipe are now going into the ground in Germany’s Upper Rhine Graben, giving Vulcan Energy something...
DAX
Deutsche Telekom’s Muddled Merger Message Leaves Investors Awaiting Thursday’s Verdict
The German telecoms giant finds itself navigating an unusually tangled stretch. A weekend report that its roughly $300bn plan to...
Commodities
European Lithium: A Merger Deadline That Leaves Little Room for Error
The share price of European Lithium has become a referendum on deal execution rather than a reflection of mining fundamentals....
Earnings
Plug Power’s August Verdict: A Hydrogen Turnaround Hanging on Cash, Not Just Margins
The hydrogen sector has never been for the faint-hearted, but Plug Power investors are currently navigating a particularly tense stretch....
Cannabis
Tilray’s Growth Story Has a Dilution Problem That Won’t Go Away
The cannabis sector has rarely rewarded patience, and Tilray Brands is testing that thesis harder than most. Shares of the...
Analysis
Kontron Faces a Defining Week as Ownership Puzzle Deepens and Analysts Split
The machinery of European capital markets rarely produces a moment quite like this one for Kontron. With the German industrial...
Asian Markets
XPeng’s August 24 Report: The Moment of Truth for a Stock Caught Between a Supply Crunch and a Cannibalization Fear
The calendar has circled August 24, 2026. That morning, before US markets open, XPeng will release its second-quarter earnings —...