Key Takeaways Microsoft’s planned $30 billion quarterly capital expenditure represents a significant escalation of its investment in artificial intelligence and cloud computing infrastructure. The spending is fuelled by tremendous demand...
Key Takeaways Core PCE inflation remains persistent at 2.6%, slightly exceeding forecasts and complicating the Federal Reserve’s path to its 2% target. The US labour market shows unexpected resilience, with...
Key Takeaways Mizuho analyst Dan Dolev has raised his price target for SoFi Technologies to $26, maintaining an Outperform rating, signalling strong confidence in the fintech’s growth prospects. The upgrade...
Key Takeaways China’s rare-earth magnet exports to the United States surged more than sevenfold in June compared to May, signalling a rush by American firms to replenish inventories following a...
Key Takeaways Mastercard reported Q2 2025 earnings and revenue that moderately beat analyst expectations, driven by resilient consumer spending and robust cross-border transaction volumes. Despite the positive results, the initial...
Key Takeaways Strong quarterly earnings from Meta and Microsoft are buoying US markets, reinforcing investor confidence in growth driven by artificial intelligence. Attention is now squarely on upcoming results from...
Key Takeaways CoreWeave has expanded its partnership with Applied Digital by exercising an option for an additional 150MW of AI compute capacity, bringing the total leased capacity to 400MW. This...
Key Takeaways Late disclosures under the STOCK Act undermine transparency, as exemplified by recent filings made years after the trades in question. A senator’s purchase of Fabrinet (FN) stock, disclosed...
Key Takeaways OpenAI has reached a significant financial milestone, generating $1 billion in monthly revenue, with its annualised revenue doubling to $12 billion in the first seven months of 2025....
Key Takeaways A coordinated series of insider purchases at Strategy Incorporated just before its quarterly earnings report signals strong internal confidence in upcoming results. The company’s significant Bitcoin holdings, currently...
