Despite a robust operational rebound, the insurance sector remains undervalued compared to the broader financial market, even as rising interest rates and premium hikes bolster profitability. Persistent scepticism, fuelled by...
Speculative mergers often capture our imagination, but the reality is far more complex. Consider the proposed Uber acquisition of Rivian: Uber has shifted towards profitability and capital efficiency, making Rivian's...
Arm Holdings has made a transformative leap in the data centre arena, boasting a 14-fold increase in customers since 2021, driven by the skyrocketing demands of AI. As giants like...
The impending EU-US trade framework looks less like an economic romance and more like a strategic insurance policy, designed to fend off potential future US tariffs. With a focus on...
SoFi Technologies' recent quarter marks a significant milestone by achieving sustained GAAP profitability, driven by its national bank charter, signalling a shift from a rapid-growth fintech to a maturing financial...
The S&P 500's ascent to record highs obscures a deeper market rift, as tech giants enjoy AI-fuelled success while industrial sectors grapple with tariff tensions and supply chain challenges. This...
Caught in a dramatic tug-of-war between its data-centric mission and political demand for rate cuts, the Federal Reserve faces a challenging environment. With the prospect of new tariffs, investors see...
While headline indices reach new heights, the equity market conceals a complex story of divergence. Tech giants continue to dominate with unprecedented valuations driven by AI enthusiasm, yet defensive sectors...
Waymo has taken a bold step by introducing teen accounts for its autonomous vehicles in Phoenix, marking a strategic shift towards embedding driverless cars in suburban life. This move allows...
Donald Trump’s nod to a hypothetical Elon Musk-led third party prompts investors to rethink political risk. While such a party seems far-fetched, the influence of titans like Musk, backed by...
