Key Takeaways Google has announced a $25 billion investment over two years in data centres and AI infrastructure within the PJM Interconnection, the largest electric grid in the United States....
Key Takeaways Spire Global has been awarded a $1.2 million, two-month contract extension from NASA under the Commercial Satellite Data Acquisition (CSDA) Program. The deal, while financially modest, provides important...
Key Takeaways BlackRock’s Assets Under Management (AUM) reached a record $12.53 trillion in Q2 2025, surpassing analyst expectations and highlighting its market dominance. The firm reported earnings per share (EPS)...
Key Takeaways CoreWeave is investing up to $6 billion in a new AI data centre in Lancaster, Pennsylvania, signalling a major expansion in high-performance computing capacity. The project is expected...
Key Takeaways Strong Q2 Performance: Both JPMorgan Chase and BlackRock surpassed Q2 2025 market expectations for revenue and earnings per share, demonstrating resilience in a volatile economic environment. JPMorgan’s Diversified...
Key Takeaways JPMorgan Chase reported strong Q2 2025 results, with earnings per share of $4.96 and revenue of $45.68 billion, surpassing analyst expectations. The performance was driven by robust consumer...
Key Takeaways TSMC’s dominance in the semiconductor foundry market is undisputed, particularly in advanced nodes below 7nm, making it a critical supplier for tech giants like Apple, NVIDIA, and AMD....
ASML Holding N.V., the Dutch titan of semiconductor lithography, stands as an unrivalled force in the global chip manufacturing ecosystem. Its near-monopoly in extreme ultraviolet (EUV) lithography systems positions it...
Key Takeaways Enduring Duopoly: Visa and Mastercard continue to dominate the global payments landscape, leveraging powerful network effects that create a formidable barrier to entry for competitors. Robust Financials: Both...
Advanced Micro Devices (AMD) has staged a striking turnaround in 2025, with its stock price reportedly doubling from a low of around $76 in April to approximately $152 by mid-July....
