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Moody's Ratings announces completion of a periodic review of ratings o...

Moody's Ratings (Moody's) has completed a periodic review of the ratings of Take-Two Interactive Software, Inc. and other ratings that are associated with this issuer. The review was conducted through a rating committee held on 9 January 2026 in which we reassessed the appropriateness of the rating...

Pelham Smithers
  • Pelham Smithers

PSA Consumer Electronics: The Memory Trap – Outlook for Sony in 2026

Thanks to higher memory prices, Sony has a tough couple of years ahead, which is a pity, because the firm’s achievements in FY25 should have set it on a path to solid earnings growth in both years. Problematically, Sony is now heavily exposed to decisions by others – notably Apple’s iPhone pricing – and the outlook could be considerably worse than Pelham Smithers outlines in this earnings preview for FY25 and beyond.

Wedbush Research
  • Wedbush Research
SHOP SHOPIFY INC.
UBI UBISOFT ENTERTAINMENT SA
WDC WESTERN DIGITAL CORPORATION
VRNS VARONIS SYSTEMS INC.
TTWO TAKE-TWO INTERACTIVE SOFTWARE INC.
TRIP TRIPADVISOR INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
QLYS QUALYS INC.
PSTG PURE STORAGE INC. CLASS A
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
HURN HURON CONSULTING GROUP INC.
GOOGL ALPHABET INC. CLASS A
FTNT FORTINET INC.
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EBAY EBAY INC.
BIIB BIOGEN INC.
AXTI AXT INC.
NFLX NETFLIX INC.
CDR CD PROJEKT S.A.
7974 NINTENDO CO. LTD.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
EA ELECTRONIC ARTS INC.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
RCKT ROCKET PHARMACEUTICALS
MSFT MICROSOFT CORPORATION
ZG ZILLOW GROUP INC. CLASS A
BKNG BOOKING HOLDINGS INC.
TENB TENABLE HOLDINGS
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
STOK STOKE THERAPEUTICS
SMCI SUPER MICRO COMPUTER
IDYA INC.
PRAX IDEAYA BIOSCIENCES
U PRAXIS PRECISION MEDICINES
TVTX UNITY SOFTWARE
DASH TRAVERE THERAPEUTICS INC
ABNB DOORDASH
PLTK AIRBNB INC. CLASS A
RBLX PLAYTIKA HOLDING
DAWN ROBLOX
FHTX DAY ONE BIOPHARMACEUTICALS INC
STX FOGHORN THERAPEUTICS
APP SEAGATE TECHNOLOGY HLDGS PLC
GFS APPLOVIN CORP
S GLOBALFOUNDRIES INC
RGTI SENTINELONE INC
DDI RIGETTI COMPUTING INC
EMBRAC B DOUBLEDOWN INTERACTIVE CO LTD
CART EMBRACER GROUP AB
RBRK MAPLEBEAR INC.
ORKA RUBRIK INC
ORUKA THERAPEUTICS INC
 PRESS RELEASE

Information sur les droits de vote et les actions au 31 décembre 2025

Information sur les droits de vote et les actions au 31 décembre 2025    Le 9 janvier 2026 Information relative au nombre total de droits de vote et d’actions composant le capital social Article 223-16 du Règlement Général de l’Autorité des Marchés Financiers Place de cotation :        Euronext Paris Compartiment :        Compartiment ACode ISIN :                FR0000054470Site web :                 Information mensuelle au 31 décembre 2025(Articles L. 233-8, II, du Code de commerce et 223-16 du Règlement Général de l’Autorité des Marchés Financiers) DateNombre total d’actions composant ...

 PRESS RELEASE

Ubisoft appoints Valentine Piedelievre-Eman as Chief Communications Of...

Ubisoft appoints Valentine Piedelievre-Eman as Chief Communications Officer     PRESS RELEASE    UBISOFT APPOINTS VALENTINE PIEDELIEVRE-EMAN AS CHIEF COMMUNICATIONS OFFICER PARIS — January 8, 2026 — Today, Ubisoft announced the appointment of Valentine Piedelievre-Eman as Chief Communications Officer. Piedelievre-Eman will start on February 2. As CCO, Piedelievre-Eman will lead development and implementation of Ubisoft’s global communications and corporate brand strategy, ensuring it reflects the company’s creative vision, priorities, and long-term goals, while fostering meaningful eng...

 PRESS RELEASE

Ubisoft nomme Valentine Piedelievre-Eman Chief Communications Officer

Ubisoft nomme Valentine Piedelievre-Eman Chief Communications Officer .     COMMUNIQUE DE PRESSE      UBISOFT NOMME VALENTINE PIEDELIEVRE-EMANCHIEF COMMUNICATIONS OFFICER PARIS – Jeudi 8 janvier 2026 – Ubisoft annonce aujourd’hui la nomination de Valentine Piedelievre-Eman au poste de Chief Communications Officer. Elle prendra ses fonctions le 2 février. Valentine Piedelievre-Eman dirigera le développement et la mise en œuvre de la stratégie globale de communication et de marque d'Ubisoft, afin qu’elle reflète la vision créative, les priorités et les objectifs de long terme du Groupe, tout...

Carole Braudeau
  • Carole Braudeau

Credit Morning 01/08/2026

CAA: tender offer on two Tier 2 2048/28 bonds and new Tier 2 2036 issue|BNP : New legal stage in the Sudanese case|

Carole Braudeau
  • Carole Braudeau

Morning Crédit 08/01/2026

Offre de rachat sur deux Tier 2 2048/28 et nouvelle émission Tier 2 2036|Nouvelle étape judiciaire dans l’affaire soudanaise|

Carole Braudeau
  • Carole Braudeau

Morning Crédit 30/12/2025

Takko Q3 26 results: Adj. EBITDA improvement on the back of lower cost of materials|

Carole Braudeau
  • Carole Braudeau

Credit Morning 12/30/2025

Takko Q3 26 results: Adj. EBITDA improvement on the back of lower cost of materials|

Julie Boote
  • Julie Boote

PSA Autos / New Mobility: Japan's New EV Model Offensive

In this report, analyst Julie Boote reviews the 2025~2026 model line-up in the mainstream BEV segment for Japan’s automakers, focusing on Europe, North America [NA] and Japan, and assesses the appeal and competitiveness of the new models.

Pelham Smithers
  • Pelham Smithers

PSA Media & Entertainment: PS5 Outsells Switch 2 in Nov / Sony’s (6758...

This note contains two articles related to Sony: One highlighting how November sales of the 5-yr-old PS5 is outselling the Switch 2 and an update on Sony’s new game Marathon. It is due in next year but PSA’s gaming expert, Pelham Smithers, is not expecting much.

Carole Braudeau
  • Carole Braudeau

Credit Morning 12/16/2025

Kering announces a JV agreement with Ardian regarding the property located in New York City|

Carole Braudeau
  • Carole Braudeau

Morning Crédit 16/12/2025

Kering annonce un accord de JV avec Ardian sur l’immeuble de New York|

 PRESS RELEASE

Ubisoft accélère sa croissance sur le marché en pleine expansion des M...

Ubisoft accélère sa croissance sur le marché en pleine expansion des MOBA en acquérant le jeu « March of Giants » d'Amazon UBISOFT ACCÉLÈRE SA CROISSANCE SUR LE MARCHÉ EN PLEINE EXPANSION DES MOBA EN ACQUÉRANT LE JEU « MARCH OF GIANTS » D'AMAZON Le jeu a été salué lors d'une phase de test alpha complétée avec succès, la prochaine mise à jour majeure est prévue en 2026 Les experts chevronnés à l'origine de March of Giants rejoignent Ubisoft et feront partie d'une future maison de création PARIS – le 15 décembre 2025 – Aujourd'hui, Ubisoft a annoncé l'acquisition des droits du jeu March of...

 PRESS RELEASE

Ubisoft accelerates in fast growing MOBA market by acquiring “March of...

Ubisoft accelerates in fast growing MOBA market by acquiring “March of Giants” game from Amazon UBISOFT ACCELERATES IN FAST GROWING MOBA1 MARKET BY ACQUIRING “MARCH OF GIANTS” GAME FROM AMAZON Game Praised In Successful Closed Alpha Playtesting, Next Major Update Arrives in 2026   Seasoned Experts Developing March of Giants Are Joining Ubisoft, Will Become Part of Future Creative House PARIS – December 15, 2025 – Today, Ubisoft announced that it is acquiring the rights to March of Giants from Amazon. The talented, Montreal-based team behind the innovative multiplayer online battle aren...

Pelham Smithers
  • Pelham Smithers

PSA Technology / Semiconductors: DDR5 Spot Prices Ease

DDR5 DRAM prices fell for the fifth time in six sessions today [11 Dec], while NAND prices are unchanged. Pelham Smithers discusses demand and pricing trends ahead, with the rise of AI Chips and points to Japan’s Kioxia as a key beneficiary.

 PRESS RELEASE

Information sur les droits de vote et les actions au 30 novembre 2025

Information sur les droits de vote et les actions au 30 novembre 2025    Le 10 décembre 2025 Information relative au nombre total de droits de vote et d’actions composant le capital social Article 223-16 du Règlement Général de l’Autorité des Marchés Financiers Place de cotation :        Euronext Paris Compartiment :        Compartiment ACode ISIN :                FR0000054470Site web :                 Information mensuelle au 30 novembre 2025(Articles L. 233-8, II, du Code de commerce et 223-16 du Règlement Général de l’Autorité des Marchés Financiers) DateNombre total d’actions composan...

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