OpenAI is expanding its strategic partnership with Oracle, opting to host essential AI workloads on Oracle Cloud Infrastructure. This shift hints at a multi-cloud strategy, highlighting the need for vast...
Activist investor William J. Pulte has sparked intrigue by challenging Federal Reserve Chair Jerome Powell's policies, alleging harm to the US housing market due to soaring mortgage rates. Although not...
Microsoft's decision to lay off around 9,000 employees reflects a strategic reallocation of resources from human capital to AI investment, rather than financial distress. This move aligns with industry trends,...
The June 2025 US ADP report delivered a surprise, revealing a loss of 33,000 private sector jobs against expectations of a 98,000 gain. This unexpected contraction raises questions beyond just...
Tesla's Shanghai factory reports a modest 0.8% year-on-year increase in June deliveries, marking a turning point after months of decline. Yet, this fragile gain pales in comparison to rivals like...
The withdrawal of Chinese engineers from Foxconn’s Indian iPhone factories isn't merely a logistical snag; it's a significant challenge to Apple's 'China+1' strategy. This move highlights the difficulties in transplanting...
A proposed 35% Investment Tax Credit (ITC) aims to reshape the capital allocation strategy for U.S. semiconductor fabs initiated before 2026, though its benefits vary. While it favours domestic players...
JPMorgan Chase has launched a staggering $50 billion share buyback, reflecting not only confidence from passing the Federal Reserve's stress tests but also a strategic focus on boosting returns in...
Figma, gearing up for its IPO, has unveiled a $70 million Bitcoin ETF holding, a strategic manoeuvre to capture media attention and attract crypto-savvy investors. This decision highlights Figma's cautious...
Centene Corporation's unexpected withdrawal of its 2025 financial guidance has sent ripples through the US managed care sector, highlighting critical vulnerabilities in revenue models and Medicaid cost structures. This move,...
