The pursuit of long-term growth in equity investments often hinges on the allure of valuation multiples expanding or profit margins improving. However, a compelling case can be made for identifying...
Key Takeaways The Trade Desk Inc. is set to join the S&P 500 on 18 July 2025, replacing ANSYS Inc., a move that highlights the growing prominence of the digital...
Key Takeaways Groq is reportedly seeking to raise up to $500 million at a $6 billion valuation, propelled by a significant $1.5 billion AI chip delivery agreement with Saudi Arabia....
Key Takeaways The US is prioritising economic tools, such as tariffs, as a primary response to potential Russian escalation, though their effectiveness is debated due to Russia’s diversified trade partnerships....
The nuclear energy sector stands at a pivotal moment in 2025, with renewed policy focus from the Trump administration potentially catalysing a long-overdue revival. Recent executive orders and public statements...
Key Takeaways BlackBerry’s strategic value is increasingly tied to its QNX operating system, a critical platform for the automotive and robotics sectors, making it a potential acquisition target. The QNX-driven...
Key Takeaways In early July 2025, MicroStrategy (now Strategy) acquired an additional 4,225 Bitcoin for approximately $472.5 million, raising its total holdings to 601,550 BTC. The company’s cumulative investment in...
Key Takeaways Meta Platforms is planning to build several multi-gigawatt (GW) data centre clusters, signalling a massive investment in AI infrastructure to pursue “superintelligence.” The company anticipates capital expenditures of...
The notion of a childhood card game finding a home amid the high-stakes tables of Las Vegas might raise eyebrows, but Mattel, the toymaker behind UNO, is making a bold...
The artificial intelligence landscape is witnessing a potential inflection point as Meta Platforms Inc. contemplates a significant strategic shift. Reports suggest that the company, under the guidance of its new...
