German defense contractor Rheinmetall experienced a significant stock market decline, its worst performance in 30 years, causing a broader selloff in the European defense sector with other companies like Spain’s Indra also falling.
Amadeus, the second worst performer in the Ibex 35 in 2026, receives relief as bearish investors close their short positions. Analysts see upside potential of 28% for the technology firm.
Ludovic Subran, CIO and chief economist at Allianz, discusses the outlook for technology stocks, inflation and central bank policy, noting that markets are pricing in the ‘Darwinian effect of AI’.
ArcelorMittal, Banco de Sabadell, and CaixaBank are reducing their treasury stock programs in 2025 to their lowest levels in five years. This reduction improves operational efficiency and benefits shareholders but constrains financial flexibility for the companies.
Centrica Plc, a UK energy company, announced plans to increase purchases of US liquefied natural gas and expand its trading operations in the United States. The company views LNG as a crucial part of the energy system for the coming decades and is responding to global geopolitical tensions by diversifying its energy supplies.
Sanofi and Everpure discuss the application of AI and improved data management in pharmaceutical drug development
Ibex-listed companies have reduced their treasury stock holdings to a five-year low of 545 million shares as of end-2025, representing 0.75% of total outstanding shares. This decline reflects an accelerating trend of share buyback programs followed by cancellation as a mechanism to return value to shareholders.
German construction company Hochtief has been admitted to the DAX index for the first time, replacing Porsche SE. The company’s shares have become increasingly valuable recently.
Foreign investors are increasingly turning to Greek stocks as the country rebounds economically from its previous crisis. The Athens Stock Exchange is benefiting from this economic recovery, with analysts identifying further upside potential, although risks remain.
All Spanish banks reached new all-time highs during the week, marking strong performance across the sector on both sides of the Atlantic.