Key Takeaways The United States is intensifying reshoring efforts in semiconductors, steel, and pharmaceuticals to reduce foreign dependencies and enhance economic resilience. Advanced semiconductor production remains highly concentrated in Taiwan,...
Key Takeaways Disney acquired Marvel Entertainment in 2009 for $4 billion, unlocking vast IP potential and redefining its media portfolio. The Marvel Cinematic Universe (MCU) has contributed over $30 billion...
Key Takeaways The US government is exploring partial ownership of major defence contractors, signalling a shift towards more direct strategic oversight. Lockheed Martin and Boeing may benefit from stabilised revenue...
Key Takeaways Ondas Holdings experienced a significant surge in call option volume in August 2025, coinciding with a 100%+ rise in its share price. Market enthusiasm followed strategic moves, including...
Key Takeaways US government is shifting from subsidies to equity stakes in strategic sectors, with semiconductors and defence leading the charge. Proposed stakes, such as a speculative 10% in Intel,...
Key Takeaways The Bayh-Dole Act of 1980 shifted patent ownership from the U.S. government to universities for federally funded inventions, accelerating commercialisation. Federal funding for university R&D remains substantial, reaching...
Key Takeaways Instacart, operated by Maplebear Inc., has achieved profitability by scaling operations and leveraging advertising & retail partnerships. Unit economics remain tight, with early-stage operations often yielding negative margins...
Key Takeaways Spirit Airlines has filed for Chapter 11 bankruptcy for the second time in under a year, citing continued operational and financial strain. The failed $3.8 billion JetBlue merger...
Key Takeaways Bank of America has revised its six-year average gold price forecast up by 6% to $3,049/oz, citing risks to Federal Reserve independence. Investor concern over politically influenced monetary...
Key Takeaways Kraft Heinz is reportedly considering a corporate split, potentially separating its grocery staples from its sauces and condiments division. The company’s underperformance since its 2015 merger with Kraft...
