Alphabet's self-driving subsidiary Waymo is reportedly seeking a new funding round that would value the company at approximately $110 billion, drawing fresh attention to the tech giant's ambitious bets beyond its core advertising business and the evolving landscape of autonomous vehicle investment.
With a partial government shutdown underway, House Speaker Mike Johnson confronts a dual crisis: securing passage of a federal funding package and mediating an intensifying political battle over the scope and tactics of Immigration and Customs Enforcement operations.
As the EU's landmark 'Next Generation' fund nears its final payout deadlines, its ambitious goal of modernizing the bloc's economy is being hampered by bureaucracy, skills gaps, and questions over long-term sustainability, despite pockets of innovation.
Despite a 25% drop in earnings per share, Coronation Fund Managers (JSE:CML) delivered a robust 57% total shareholder return over the past year, driven by revenue growth and strong market sentiment, outperforming the broader South African market.
Backed by regional sovereign wealth giants, Ruya Partners is launching a $400 million fund to address middle-market lending gaps in Saudi Arabia and the UAE, positioning itself as a key player in the Gulf's burgeoning private credit landscape.
As a partial government shutdown enters its third day, Rep. Ro Khanna (D-Calif.) is rallying House Democrats to reject a reopening bill, arguing it would endorse controversial ICE tactics. The standoff centers on separating Homeland Security funding from other agencies.
OpenAI is reportedly in late-stage discussions to secure a colossal funding package, potentially nearing $40 billion, from its key partners and suppliers Nvidia, Amazon, and Microsoft, as the AI leader seeks capital for an ambitious global expansion.
Yong Rong (HK) Asset Management has placed a concentrated bet on online brokerage Webull Corporation, making it the fund's largest U.S. equity holding and signaling confidence in the platform's long-term prospects amid a challenging market.
This week's Big Tech earnings revealed a stark divide: companies using existing cash cows to fund AI ambitions versus those betting the farm on a future payoff. The market's patience for visionary spending is wearing thin, demanding concrete timelines and a path to profit.
While consumer staples are traditionally seen as safe havens, recent underperformance against the broader market has spotlighted companies with weakening fundamentals. We examine three household names where valuation and growth concerns suggest caution is warranted.
Reed Jobs, son of the late Apple co-founder Steve Jobs, has secured over $200 million for Yosemite, a venture fund dedicated to pioneering cancer treatments. Backed by major institutions, the fund seeks to transform cancer from a fatal diagnosis to a chronic, manageable disease within a generation.
Secretary-General Antonio Guterres has issued a stark warning that the United Nations is at risk of running out of cash by July, citing a deepening funding crisis exacerbated by withheld U.S. contributions and systemic budgetary pressures.
Insulet Corp (PODD) has emerged as a top pick among hedge funds in the medical device sector, buoyed by overwhelmingly bullish analyst ratings and a price target suggesting significant growth potential. The company's innovative tubeless insulin pump system is seen as a key driver.
Congress has approved $23 billion in initial funding for the ambitious Golden Dome missile defense initiative, yet the absence of a detailed spending blueprint from the Pentagon is stalling progress and clouding investment prospects for 2026.
Fermi Inc. is confronting multiple class action lawsuits alleging it misled investors about tenant demand and funding risks for its flagship AI data center project, Project Matador. The legal challenges emerge as the company navigates a high-stakes, capital-intensive build-out in a competitive sector.
The head of the European Stability Mechanism has told Reuters the bloc's 430-billion-euro emergency fund could be repurposed to provide defense loans to member states, signaling a strategic shift as Europe seeks to bolster its military autonomy.
The Hotchkis & Wiley Global Value Fund outperformed its benchmark in Q4 2025, with Alphabet (GOOGL) cited as a key driver. The fund's managers point to attractive valuations in non-U.S. markets and select software plays, even as they flag potential in other AI-centric investments.
F5, Inc. (FFIV) faced selling pressure following a confirmed cybersecurity incident, as revealed in Hotchkis & Wiley's Q4 2025 investor letter. The fund cited the breach as a key factor in the stock's underperformance, despite the company reporting a 7% year-over-year revenue increase.
The Hotchkis & Wiley Large Cap Disciplined Value Fund identified financial technology leader Fiserv as a significant underperformer in its Q4 2025 letter, amid a broader market rally driven by tech. The fund's critique comes as Fiserv shares have shed over 70% of their value in the past year.
Hotchkis & Wiley's value fund outperformed benchmarks in 2025, with FedEx highlighted as a key contributor. The logistics giant's shares rose over 20% in the past year, buoyed by strong domestic package performance, even as the fund remains selective in a top-heavy market.
