Key Takeaways The strategic value of secured grid connections, a core asset for operators like Iris Energy (IREN), is being challenged as hyperscalers increasingly adopt on-site power generation to meet...
Key Takeaways Apple prioritises returning capital to shareholders, with $23 billion returned in Q2 2025 and a new $110 billion share repurchase authorisation. The company’s substantial free cash flow, reaching...
Key Takeaways Speculation is growing that Amazon founder Jeff Bezos may be considering an acquisition of the business news network, CNBC. The potential acquisition would align with Bezos’s existing media...
Key Takeaways A durable investment strategy involves focusing on high-quality companies with sustainable competitive advantages (economic moats) that generate strong, predictable cash flows. The selection process should prioritise key financial...
The race to bridge connectivity gaps through satellite technology has reached a significant turning point. AST SpaceMobile, in collaboration with AT&T, has recently completed a pioneering voice call and text...
Key Takeaways Major technology firms are projected to spend a collective $200 billion on capital expenditure in 2025, a significant increase from previous years, driven primarily by investments in AI...
The prospect of Tesla expanding its robotaxi service into Nevada signals a critical juncture for the company as it seeks to diversify beyond traditional vehicle sales amid a softening outlook...
Key Takeaways The ‘degenerate economy’ represents a structural market shift towards high-risk, speculative investments, driven by accessible technology and a cultural appetite for rapid gains. Uncertain economic conditions in 2025,...
The healthcare sector often presents intriguing opportunities for investors, particularly when comparing giants like Novo Nordisk (NVO) and UnitedHealth Group (UNH). A striking observation at the outset is that Novo...
Key Takeaways The Nintendo Switch 2 sold 1.61 million units in the US during its launch month of June 2025, setting a new record for the fastest-selling console in the...
