Chevron is significantly increasing crude exports from Venezuela to the United States, capitalizing on a special U.S. license and growing demand from Gulf Coast refineries, while new competitors enter the recently reopened market.
In a significant industry pivot, Nasdaq-listed Bit Digital announces plans to completely exit Bitcoin mining, citing capital inefficiency and redirecting focus to Ethereum infrastructure and AI. This move follows a broader trend of crypto firms abandoning mining operations post-halving and amidst the AI boom.
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.
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.
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.
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.
RLI Corp's latest earnings report showcases robust underwriting performance and capital returns. However, a mixed share price trajectory and premium valuation metrics are prompting investors to question whether the stock's future growth is already priced in.
Scotts Miracle-Gro is selling its Hawthorne gardening subsidiary to focus on its core lawn and garden business, while launching a significant share repurchase program to return capital to shareholders.
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.
Karat Packaging Inc. (NASDAQ: KRT) showcases a consistent 18% return on capital employed, outperforming its industry. Yet, as capital investment grows, analysts debate whether the sustainable packaging firm can accelerate value creation for shareholders seeking multi-bagger potential.
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.
Despite reporting strong quarterly earnings, Microsoft shares suffered one of their worst single-day drops in history as investors balked at soaring capital expenditures for AI infrastructure and signs of slowing growth in its Azure cloud division.
Financial Institutions (FISI) reported solid Q4 and full-year 2025 results, beating guidance on key profitability metrics. Management highlighted disciplined loan growth, a strengthened capital position, and strategic shifts, while pointing to long-term opportunities from major industrial investments in its Upstate New York footprint.
Allegro MicroSystems (ALGM) has restructured its credit facilities, securing $285 million in new term loans maturing in 2030. The move provides the semiconductor firm with fresh capital for corporate initiatives as it navigates a capital-intensive sector while maintaining a premium market valuation.
Energy giant Drax has secured a decade-long tolling agreement with Fidra Energy for a new 250MW battery storage system in Nottinghamshire, marking a capital-light expansion of its flexible generation portfolio as the UK races to decarbonise.
The global professional services firm reported 6% organic revenue growth for the second consecutive year, fueled by its Aon United strategy and strategic acquisitions like NFP. With $7 billion in available capital, Aon is poised to accelerate investments in high-growth areas, notably the burgeoning data center and alternative capital markets.
With the specter of U.S. military action looming, Iran is engaging in a frantic diplomatic push with regional powers like Turkey, while global capitals scramble to prevent a full-scale war. Despite the outreach, analysts warn the window for de-escalation is narrowing.
The Kremlin confirmed Friday that President Vladimir Putin has agreed to a week-long pause in strikes on the Ukrainian capital Kyiv, a move initiated by a personal request from U.S. President Donald Trump. The temporary ceasefire, set to expire Sunday, comes amid a brutal cold snap and ahead of a new round of negotiations.
Truist Securities has slightly lowered its price target on Tesla shares to $438, citing the significant capital expenditure required for the automaker's aggressive shift towards AI and robotics, despite a solid Q4 performance.
Investment firm TD Cowen has increased its price target on Tesla (TSLA) to $519, maintaining a Buy rating. The adjustment follows a fourth-quarter performance marked by strong margins and progress on autonomous driving projects, though tempered by higher capital expenditure forecasts and vague timelines for full self-driving technology.
