Investment Income

Business

The AI Boom's Bill Comes Due: Nvidia's Strategic Pivot and Oracle's $50B Gamble

As the AI revolution matures from software promise to physical infrastructure, two industry giants reveal the staggering capital demands behind the hype. Nvidia tempers expectations on a landmark OpenAI investment, while Oracle unveils a massive fundraising plan, together sketching a future where financing may be as crucial as innovation.

Feb 2, 2026

Business

Burger King Sets Sights on 4,000+ Chinese Restaurants by 2035 in Major Expansion Push

Following the finalization of a joint venture with investment firm CPE, Burger King's parent company RBI has reaffirmed ambitious plans to more than triple its footprint in China over the next decade, backed by a $350 million investment.

Feb 2, 2026

Business

Hussman Strategic Advisors Bets Big on Etsy Turnaround, Boosts Stake to Become Second-Largest Holding

Investment firm Hussman Strategic Advisors has significantly increased its stake in Etsy, signaling strong conviction in the e-commerce platform's recovery strategy and growth potential, particularly from its Depop subsidiary.

Feb 2, 2026

Business

Monument Capital Sells Off Entire $4.2M Stake in Grand Canyon Education

Investment firm Monument Capital Management has completely exited its position in Grand Canyon Education, selling 19,133 shares. The move comes as the education services provider navigates legal challenges and market underperformance.

Feb 2, 2026

Business

U.S. Government Acquires Strategic Stake in MP Materials to Bolster Rare Earth Independence

In a significant move to secure domestic supply chains for critical minerals, the U.S. government has taken a direct 15% equity position in MP Materials. This strategic investment, paired with expanded federal contracts, aims to reduce reliance on foreign sources for rare earths essential to defense and green energy technologies.

Feb 2, 2026

Business

NVIDIA Scales Back $100 Billion OpenAI Ambition, Pivots to Broader AI Alliance Strategy

NVIDIA has significantly revised its once-floated $100 billion investment plan for OpenAI, opting for a more measured commitment. The strategic shift underscores the chipmaker's focus on business discipline and diversifying its partnerships across the booming AI ecosystem, even as it remains central to OpenAI's operations.

Feb 2, 2026

Business

White House Seeks $12 Billion for "Project Vault," a Strategic Minerals Reserve

The Trump administration is moving to establish a major national stockpile of critical minerals, with a $10 billion federal loan and private investment, aiming to reduce reliance on foreign supplies for key technologies.

Feb 2, 2026

Business

Zoom's Strategic Bet on Anthropic Fuels Analyst Optimism for an AI-Driven Revival

Zoom Video Communications, bolstered by stable post-pandemic cash flows, is drawing renewed Wall Street attention following its venture investment in AI leader Anthropic, with some analysts touting it as a compelling AI play.

Feb 2, 2026

Business

Swatch Group Eyes 2026 Rebound After Challenging Year, Points to Strong Second-Half Momentum

The Swiss watchmaker reported a dip in 2025 profits amid currency headwinds and strategic investments, but forecasts a return to broad-based growth next year, buoyed by robust second-half sales and strong performance in key markets like the Americas.

Feb 2, 2026

Business

Aptiv Posts Record Q4 Revenue, Charts Ambitious 2026 Path as Major Spinoff Looms

Aptiv capped off 2025 with record fourth-quarter sales and detailed a transformative 2026 outlook, headlined by the imminent spin-off of its Electrical Distribution Systems unit into VersaGen. The automotive tech leader is navigating currency headwinds and strategic investments to expand beyond traditional auto markets.

Feb 2, 2026

Business

Scotch Whisky Tourism Faces Headwinds as Rural Distilleries Scale Back Visitor Operations

Scotland's celebrated whisky tourism sector is showing signs of strain, with major players closing visitor centres and cutting hours amid staffing challenges and shifting demand, even as new investments open their doors.

Feb 2, 2026

Business

The Incentive Gap: Why Most Companies' Sales Compensation Plans Are Failing to Deliver Growth

New research reveals a stark disconnect: while a majority of firms are ramping up investment in incentive pay to fuel growth, widespread execution errors are rendering these costly programs ineffective, leaving potential revenue on the table.

Feb 2, 2026

Business

CapWealth Makes Bold Bet on Lumen Technologies with $10 Million Share Purchase

Investment firm CapWealth Advisors has significantly increased its stake in telecom provider Lumen Technologies, signaling confidence amid the company's strategic pivot towards enterprise and AI infrastructure.

Feb 2, 2026

Business

Retail's Favorites: The Top 10 Stocks Held by Robinhood Traders, and Two Standout Picks

An analysis of the most-held stocks on the Robinhood platform reveals where the retail investing crowd is placing its bets, with two tech giants emerging as particularly compelling long-term investments.

Feb 2, 2026

Business

Artemis Makes Bold $104 Million Bet on Steel Recycler Commercial Metals

Investment firm Artemis Investment Management has established a significant new position in Commercial Metals Company, a leading steel producer and recycler, signaling confidence in the firm's strategic direction and growth prospects despite a recent share price surge.

Feb 2, 2026

The Garden State's Gilded Threshold: What It Really Takes to Be 'Upper Class' in New Jersey

While New Jersey boasts some of the nation's highest incomes, achieving 'upper class' status requires navigating a complex landscape of soaring costs and competing definitions. We break down the numbers and what they mean for residents.

Feb 2, 2026

Business

Micron Bets $24 Billion on Singapore Hub in Strategic Pivot to AI Memory Dominance

Micron Technology is making a decisive shift from volatile consumer memory markets, channeling a massive $24 billion investment into Singapore to build advanced fabrication and packaging facilities aimed squarely at the booming AI data center sector.

Feb 2, 2026

Business

Crypto Funds Bleed $1.7 Billion as Hawkish Fed Fears Trigger Market Retreat

Digital asset investment products have recorded a second straight week of heavy outflows, with U.S.-listed funds leading the sell-off. Analysts point to market jitters over a potential policy shift at the Federal Reserve following a key nomination by President Trump.

Feb 2, 2026

Business

Alphabet's $110 Billion Bet on Waymo Signals a Strategic Pivot Beyond 'Other Bets'

Alphabet's planned $13 billion investment in Waymo, valuing the self-driving unit at $110 billion, challenges the long-held view of its moonshot projects as mere financial drains and positions autonomous driving as a core future asset.

Feb 2, 2026

Business

Buffett's 2016 Bets: A Decade Later, Apple Outshines Even Berkshire Hathaway

A retrospective analysis reveals the staggering returns from Warren Buffett's key 2016 investments, with a stake in Apple vastly outperforming his own conglomerate and the broader S&P 500 index over ten years.

Feb 2, 2026