After a prolonged period of U.S. dominance, international equities are staging a comeback. Analysts point to shifting fundamentals, attractive valuations, and a weakening dollar as tailwinds for emerging markets, with one Vanguard ETF positioned at the center of this transition.
Amazon's recent workforce reductions, bringing total corporate cuts to 30,000, reflect a broader shift in how layoffs are perceived. No longer framed as a sign of failure, they are increasingly presented as a strategic, forward-looking move to streamline operations and focus on priorities like AI, a narrative that resonates with investors despite the human impact.
While a recent executive order aims to streamline AI rules, experts caution that customer experience teams face a complex transition—not a regulatory holiday—demanding stronger internal governance.
A hefty cash reserve is typically a corporate strength, but for some companies, it signals stagnation rather than security. We examine three firms—Box, C3.ai, and Novavax—where significant net cash positions fail to offset concerns over growth prospects and valuation.
Oracle announces plans to raise up to $50 billion in 2026 through debt and equity to massively expand its cloud data centers, aiming to meet surging demand from AI leaders like Nvidia, OpenAI, and xAI.
While investors chase AI and big tech, a niche biotech firm focused on rare genetic obesity disorders has quietly delivered staggering returns, with Wall Street seeing further 40% upside. Rhythm Pharmaceuticals' targeted approach and upcoming catalysts have analysts bullish, despite its relative anonymity.
Applied Digital is making a decisive pivot from cryptocurrency mining to high-performance AI data center infrastructure, securing major long-term leases and breaking ground on a new campus designed for large-scale AI workloads, as demand for specialized compute power surges.
While Tesla's stock remains resilient, the promise of a self-driving future presents both staggering potential and significant hurdles for investors to consider.
VEON is deepening its investment in Uzbekistan's digital economy with a new network operations center for Beeline and the launch of BuildX, a software and AI development unit. The moves signal a strategic pivot from traditional telecom services towards higher-margin digital offerings in Central Asia.
Apollo Global Management is deploying billions into AI data center infrastructure and European logistics real estate, underscoring a strategic shift towards hard assets tied to technological transformation and supply chain resilience.
The staggering cost of building AI infrastructure is pushing tech giants and startups alike into every corner of the debt market, from blue-chip bonds to private credit, reshaping investment portfolios and introducing new risks.
The rapid adoption of OpenClaw, an open-source autonomous AI agent platform, is moving beyond social media buzz to directly execute transactions on blockchain networks, prompting both excitement about efficiency and deep concerns over market stability and accountability.
Facing internal resistance to AI adoption, payments company MassPay linked its use directly to a profit-sharing pool. The result, according to CEO Ran Grushkowsky, was not just significant cost savings and eliminated hiring needs, but a notable boost in team morale.
Consulting giants McKinsey and BCG are integrating proprietary AI chatbots like Lilli and Casey into their famed interview processes, testing candidates on problem-solving with ambiguous, AI-generated data and shifting the skills required for the next generation of consultants.
Tesla's decision to end production of flagship models and a sharpened focus on AI and robotics, coupled with losing its top EV sales crown to BYD, signals a profound strategic shift that is reshaping investor perceptions of the company's core identity.
The tech giant unveils a massive funding plan to fuel its cloud expansion, aiming to meet surging demand from AI leaders and secure its position in the competitive infrastructure race.
Despite its commanding position in AI-driven data analytics, Palantir Technologies faces mounting skepticism as its stock retreats from record highs. Analysts point to unsustainable valuations and the specter of a broader tech bubble, questioning whether the recent decline is a buying opportunity or the start of a deeper correction.
Major asset managers including BlackRock, Bridgewater, and Pimco are positioning portfolios for a potential resurgence of inflation, diverging from a broader market consensus that price pressures are under control.
ServiceNow accelerates its push into real-world AI automation, expanding key partnerships and retooling its global partner ecosystem to embed AI agents directly into enterprise workflows, as the company seeks to translate AI investment into tangible business value under investor pressure.
As financial institutions grapple with aging core systems like Gen, experts warn that deferring modernization in hopes of a future AI fix is compounding costs, risks, and missed opportunities in a rapidly evolving digital landscape.
