Venture capitalist Chamath Palihapitiya scored a monumental win with Nvidia's $20.6 billion purchase of AI chipmaker Groq, yet the investor reveals a profound sense of melancholy, highlighting the psychological complexities behind blockbuster deals.
As sky-high valuations plague pure-play AI stocks, a global industrial landlord is emerging as a critical—and potentially undervalued—enabler of the artificial intelligence boom through its strategic pivot into data centers.
Brookfield Business Partners (BBU) reports a strong 2025 defined by strategic capital moves and operational gains across its portfolio. The company is on the cusp of a major corporate reorganization into a single listed entity, aiming to boost liquidity and attract a wider investor base.
American Express reported a 10% revenue surge to $72 billion for 2025, driven by strong premium card demand and disciplined credit. Executives project 9-10% growth for 2026, betting on younger customers and strategic tech investments to sustain momentum.
Gentex Corporation delivered a mixed 2025, with Q4 results buoyed by its Vox acquisition and improved core profitability, while tariffs on China exports continued to pressure sales. The automotive tech supplier provided a roadmap focused on advanced mirrors, sensing, and new electrochromic applications like dimmable visors.
Facing a new U.S. threat of tariffs on nations supplying oil to Cuba, Mexican President Claudia Sheinbaum pledges to pursue diplomatic channels and seek alternatives to avert a potential humanitarian crisis on the island, while safeguarding Mexico's own economic interests.
Shares of USA Rare Earth (NASDAQ: USAR) recovered Wednesday following a sharp sell-off, buoyed by an analyst's upgraded price target and reinforced by a recent $3.5 billion capital infusion from public and private sources.
A U.S. license shift paves the way for Chevron to expand its unique position in Venezuela's oil sector, offering potential upside amid significant political and operational risks.
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.
Chinese electric vehicle giant BYD is deepening its international footprint, announcing new assembly plans in India, a strategic pivot in Mexico, and a battery plant partnership in Vietnam, as it seeks to insulate itself from trade barriers and tap into regional growth.
Taiwan Semiconductor Manufacturing Company's planned Arizona gigafab cluster, backed by a US$250 billion U.S.-Taiwan initiative, underscores its pivotal role in powering the AI revolution while raising questions about capital intensity and long-term returns in the reshoring era.
South African low-cost carrier Lift has secured membership in the International Air Transport Association (IATA), a key milestone that validates its business model and facilitates its planned regional expansion into Mauritius and Reunion.
Microsoft shares suffered their steepest single-day drop in over three years after Azure cloud growth narrowly missed estimates, revealing the complex trade-offs between fueling internal AI projects and meeting soaring external demand.
Advanced talks between Devon Energy and Coterra Energy could culminate in one of the largest shale oil deals on record, signaling a new wave of consolidation as producers seek scale and efficiency amid market volatility.
U.S. stock futures turned lower Friday morning following President Trump's announcement nominating former Fed Governor Kevin Warsh to chair the Federal Reserve, replacing Jerome Powell. The move injects fresh uncertainty into monetary policy outlook.
Brookfield Business Partners reported a robust 2025, generating over $2 billion from asset sales, reducing debt, and making strategic acquisitions. The firm is on the cusp of a major corporate restructuring into a single listed entity, aiming to boost liquidity and investor appeal in a shifting global landscape.
Market sentiment on prediction platform Myriad has turned bearish for the first time in two months, with traders placing nearly equal odds on Bitcoin's plunge to $69,000 or a rally to $100,000 as U.S. political uncertainty fuels extreme volatility.
Finnish technology leader Valmet introduces a new line of bio-based press roll covers, backed by specific lifecycle assessment data, to help paper manufacturers reduce fossil resource dependence and track emissions.
In a landmark shift, Venezuela's parliament has passed sweeping reforms to its hydrocarbons law, aiming to lure private capital into its crippled oil industry. The move, backed by a new U.S. license, signals a potential turning point for the nation's economy.
American Express reported record full-year revenues of $72 billion for 2025, driven by robust card member spending and a strategic shift towards premium products. The company forecasts continued momentum for 2026, targeting 9-10% revenue growth and a significant dividend hike, while navigating a competitive landscape and macroeconomic uncertainties.
