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A major acquisition rarely leads to an immediate rise in profits. Businesses first have to be brought together, costs reduced and different organisations aligned. That process is taking longer than hoped in Schaeffler’s case, but the combination still has considerable potential. The German supplier acquired Vitesco Technologies at the end of 2024, adding expertise and…
Concerns about artificial intelligence were still fresh in the market last week. Leading figures in the sector had called for tighter oversight of the most powerful models and, where necessary, a slower pace of development. Shares whose valuations depend on years of exceptionally strong growth were hit hardest. The initial sell-off showed once again how…
Stock markets headed into the weekend relatively calmly on Friday, but that calm proved short-lived. Over the weekend, investors were unsettled by prominent executives from the AI industry calling for the development of the most powerful models to be slowed down. As many AI-related shares are priced for years of exceptional growth, markets reacted sharply.…
At Shares Under Ten, we have become somewhat more cautious about the market recently. Economic growth is proving more resilient than expected, but both oil prices and bond yields are rising sharply. This is not an ideal combination for equities, particularly for companies whose valuations depend heavily on future growth. The market is still rewarding…
At Shares Under Ten, we can see that the quiet summer period is gradually coming to an end. The earnings season is also entering its final stages, although several of our companies still reported results over the past few days. At the same time, there remains plenty to monitor on both the macroeconomic and geopolitical…
There was relatively little major market news this week. At SharesUnderTen, we can clearly see that the summer holiday period is now in full swing. Nevertheless, we remain focused, continue to follow developments closely and keep a close eye on every company in our portfolio.
