Giverny Capital's latest investor letter highlights Arista Networks as a standout performer, driven by strong earnings and strategic positioning in the high-speed networking sector crucial for AI and cloud expansion.
Chinese EV maker Li Auto announces a significant organizational overhaul, dissolving its dedicated autonomous driving team to focus resources on 'embodied intelligence' and humanoid robotics, signaling a bold strategic realignment.
The Hong Kong Monetary Authority has detailed its enhanced oversight framework for key retail payment systems, designating networks like Visa, Mastercard, and UnionPay for direct supervision to ensure security and stability in the city's rapidly digitizing economy.
Extreme Networks reports Q2 revenue of $317.9M and net income of $7.9M, while launching an AI-integrated partner initiative aimed at streamlining sales and driving higher-margin software revenue.
New CMS reimbursement rates are pressuring Medicare Advantage profits, sending shares of Humana and CVS Health lower. We analyze whether the sell-off presents a buying opportunity for dividend investors or signals deeper structural challenges.
Mexican President Claudia Sheinbaum announces plans to send food and essential supplies to Cuba, vowing to pursue diplomatic channels for fuel shipments despite recent U.S. sanctions threats.
France's maritime authority reports rescuing over 6,000 migrants from the English Channel last year, with at least 25 fatalities. Despite the peril, crossings persist at high volume, fueled by increasingly overcrowded boats and evolving smuggling methods.
While Tesla's Fremont facility will produce the upcoming Optimus 3, CEO Elon Musk reveals that the subsequent, higher-volume Optimus 4 generation will be manufactured at Gigafactory Texas, marking a strategic pivot in the company's automation roadmap.
A provocative art installation in Tokyo, featuring a violently thrashing robot dog restrained by a metal chain, is drawing crowds and forcing viewers to confront uneasy questions about the future of artificial intelligence, ethics, and our emotional connection to machines.
Maersk Air Cargo is ending its trans-Pacific Boeing 767 operations and partnership with Amerijet International, opting for larger Boeing 777 freighters. The move will result in pilot furloughs at Amerijet and signals a strategic pivot towards more efficient long-haul air cargo networks.
In a strategic pivot, Tesla's Q4 earnings call revealed plans to halt Model S and X production at its Fremont plant, repurposing the space for a massive push into humanoid robotics with the Optimus project, as Elon Musk outlines a vision for a million-unit annual output.
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.
The vital Rafah border crossing between Gaza and Egypt partially reopened Monday, allowing severely limited civilian movement for the first time since its capture by Israeli forces in 2024. The cautious resumption follows intense international pressure but falls far short of addressing Gaza's overwhelming humanitarian crisis.
The vital Rafah border crossing between Gaza and Egypt has partially reopened after a prolonged closure, a key provision of the US-mediated ceasefire. The move allows for limited humanitarian movement under stringent security oversight by Israel and Egypt.
Havana denies White House accusations of being a security threat while appealing for constructive talks, as U.S. pressure cuts off vital Venezuelan oil supplies and risks a humanitarian crisis.
The vital Rafah border crossing between Gaza and Egypt has resumed operations for restricted humanitarian and civilian traffic, marking a critical, though tentative, development in the ongoing ceasefire agreement.
After weeks of closure, the vital Rafah border crossing between Gaza and Egypt is set to resume limited operations, facilitating the movement of urgent humanitarian cases and some foreign nationals.
Chinese authorities have executed four individuals convicted of leading a massive online fraud and gambling ring based in Myanmar, linked to over $4 billion in illicit proceeds and the deaths of six Chinese nationals. The move is part of a widening crackdown on cross-border criminal networks targeting Chinese citizens.
As Israel now acknowledges over 70,000 killed in Gaza, rights advocates argue that early Western political and media skepticism dehumanized Palestinians and delayed a full reckoning with the war's human cost.
As winter deepens and Russian strikes intensify, President Zelenskyy announces a new diplomatic push for peace, with talks scheduled this week in the UAE. The negotiations unfold against a backdrop of skepticism and a humanitarian crisis fueled by attacks on critical infrastructure.
