Key Takeaways China’s export restrictions on critical minerals are creating significant bottlenecks in Western defence supply chains, halting production of military hardware from munitions to fighter jets. The shortages are...
Key Takeaways Amphenol is reportedly exploring a $10.5 billion acquisition of CommScope’s broadband connectivity and cable business to strengthen its position in high-growth data infrastructure markets. The deal would be...
Key Takeaways SoFi’s aggressive capital deployment in Q2 2025, during a period of high interest rates, appears strategically timed to precede anticipated Federal Reserve rate cuts. The company is positioned...
Key Takeaways A significant miss in the July jobs report, adding only 73,000 nonfarm payrolls against a 106,000 forecast, combined with a 258,000 downward revision for prior months, has triggered...
Key Takeaways Roblox has reported a 57% year-on-year increase in hours engaged, the platform’s most rapid acceleration since the peak of the COVID-19 pandemic. This growth represents a significant rebound...
Key Takeaways A forecast from hedge fund Coatue predicts the world’s top 40 companies by 2030, controversially omitting current technology giants such as Alphabet, Apple, and AMD. The projection signals...
Key Takeaways Significant downward revisions to US nonfarm payrolls for May and June 2025 represent the largest collective downgrade since the COVID-19 shock of April 2020. The revisions have triggered...
Key Takeaways B. Riley has upgraded its price target for AST SpaceMobile to $60, a significant 36% increase, signalling strong conviction ahead of the 11 August quarterly report. The upgrade...
Key Takeaways WhiteFiber (WYFI) is set to list as a profitable, debt-free neocloud operator, a significant deviation from the loss-making norm in the AI infrastructure sector. The company’s financial health...
Key Takeaways Intense market pressure is mounting on the Federal Reserve for immediate interest rate cuts, clashing with the central bank’s more cautious, data-dependent stance. Advocates for swift cuts argue...
