Investment firm Ashva Capital Management reveals Micron Technology as its largest holding in its latest investor letter, detailing a conviction play on the memory chip giant's long-term trajectory amid AI-driven demand and market volatility.
Facing stiff competition from synthetic fibers, the cotton industry's leading research and promotion body has created a chief marketing officer role and merged its marketing teams to drive demand across the entire supply chain.
Despite posting strong quarterly earnings, Microsoft's stock suffered its worst single-day drop in years as Wall Street focused on soaring capital expenditures and a slight deceleration in cloud revenue growth, highlighting the intense pressure on tech giants to deliver immediate AI payoffs.
Founder Scott Davies steps into executive chairman role as the Welsh honey maker rebrands to Hilltop Food Group and targets doubling turnover within five years through international expansion and new product categories.
Norwegian energy giant Equinor is selling its onshore shale assets in Argentina's Vaca Muerta formation to local operator Vista Energy, marking a strategic pivot as it doubles down on offshore exploration and core international markets.
Disney's theme parks and cruise lines delivered a historic $10 billion quarter, driving overall revenue past expectations. However, surging costs across its media and sports divisions squeezed profits as the entertainment giant nears a decision on its next chief executive.
CME Group has increased margin requirements for precious metals futures and options following extreme price swings, as daily trading volumes hit record highs. The exchange is also introducing new silver products and enforcing compliance measures, highlighting its dual role as a market facilitator and risk manager during turbulent times.
Japan has successfully retrieved rare-earth-rich sediment from the deep Pacific seabed in a world-first test, marking a significant step in its national strategy to diversify critical mineral supplies and reduce dependence on China.
Bitcoin's sharp decline below critical technical levels has amplified fears of a prolonged bear market, with prominent critics questioning its fundamental value. While some analysts see a buying opportunity, the mood among traders is turning increasingly grim.
As tech giants scramble to curb soaring AI costs, a strategic pivot toward custom silicon is reshaping the competitive landscape, with Broadcom's design prowess and TSMC's manufacturing dominance creating a powerful new axis of influence.
Amid a market obsessed with artificial intelligence, investment firm Giverny Capital reveals a new position in Hawkins, Inc., a specialty chemicals manufacturer. We examine the rationale behind this contrarian bet and what it says about current market dynamics.
KTM's preliminary 2025 financial results reveal a steep decline in revenue and sales, casting doubt on the efficacy of recent restructuring efforts and raising questions about the brand's near-term recovery trajectory.
While the German market gained a modest 7.7%, steel dust recycling leader Befesa (ETR:BFSA) delivered a total shareholder return of 54% over the past twelve months. This impressive rebound follows a challenging three-year period, sparking investor debate on whether it signals a sustained recovery or a temporary rally.
American Airlines begins compensating flight attendants left without accommodations during Winter Storm Fern, as the union accuses management of contract violations and calls for accountability.
While AI continues to fuel a historic market rally, a closer look reveals troubling signs of overheating, from staggering capital expenditures to questionable monetization and complex financial engineering.
The Geely-owned electric vehicle maker Polestar has secured a major $400 million equity investment from a consortium led by Sumitomo Mitsui Banking Corporation and Standard Chartered Bank, signaling crucial financial backing as it navigates a competitive market.
As Chinese exports, from electric vehicles to e-commerce goods, reshape Latin American markets, governments and industries grapple with the dual pressures of affordable consumer goods and strained local manufacturing, forcing a delicate recalibration of trade policies and regional alliances.
The pharmaceutical giant's final major U.S. facility will rise in Pennsylvania's historic Lehigh Valley, aiming to produce its promising triple-hormone drug retatrutide and bolster domestic supply chains for blockbuster obesity treatments.
Bahrain's Tarabut, a regulated open banking platform, acquires AI engineering specialist Servable to embed advanced financial AI capabilities—from risk assessment to fraud detection—directly into its infrastructure for banks and fintechs across the Middle East.
Citing a global rocket shortage and industry-wide bottlenecks, Amazon has formally requested the FCC to push back a key deployment deadline for its Kuiper satellite internet constellation by two years, highlighting the logistical challenges of competing with SpaceX's Starlink.
