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What Birkenstock can teach us about durability

The Squeeze: The oldest brands will stand the test of time in periods of uncertainty

Why Texas Instruments is an unlikely AI winner

Western grid shortfalls could prompt the integration of AI and analogue systems

Costa sale shows trouble is brewing for coffee stocks

Coca-Cola’s mooted divestment of Costa and the Dr Pepper acquisition of JDE Peet’s illustrate the challenges facing caffeine specialists

Where to find Europe’s standout stocks

The US market is hard to beat, but investors shouldn’t overlook the role European companies can play in portfolios

Two downtrodden M&A targets

What do a banged-up car giant and a sick US health insurer have in common? This week’s global screen has the answer

Chinese EV stocks charge into Europe

BYD, Leapmotor and others have almost doubled their combined market share over the past 12 months

The way we look at markets is changing

The Squeeze: As with science, a paradigm shift is taking place

South32 drives margins as rationalisation gathers pace

The overall cost base decreased by over 10 per cent

Pop Mart’s Labubu craze: the next Hello Kitty or another fad?

The company’s shares are skyrocketing, but there is a hot debate about whether the group is building a durable franchise

Defence shares that have further to run

The Analyst: Robin Hardy finds the companies where it’s not too late to benefit from a renewed focus on defence spending