The investor famed for predicting the 2008 crash warns Bitcoin's sharp decline could trigger a self-reinforcing liquidation cycle, straining balance sheets of corporate holders and miners, with potential spillover effects into tokenized commodities.
While speculative investments often falter, 4Sight Holdings (JSE:4SI) presents a contrasting case with robust earnings growth and significant insider ownership, making it a notable contender on the JSE for investors seeking sustainable performance.
While Danaher met Q4 revenue targets on bioprocessing and diagnostics strength, analyst questions during the earnings call revealed deeper concerns about research funding softness and the sustainability of growth drivers in a challenging macro environment.
GE Vernova's fourth-quarter results topped analyst forecasts, fueled by strong gas power contracts and record electrification orders. While a growing backlog signals robust demand, a U.S. halt on offshore wind activity pressured the segment's bottom line, setting the stage for a pivotal year ahead.
Hexcel's fourth-quarter results beat expectations, fueled by a resurgent commercial aerospace sector and aggressive cost management. As production rates for jets like the Airbus A350 and Boeing 787 climb, analysts are pressing management on the sustainability of the rebound and the true impact of recent restructuring.
VF Corporation's latest earnings reveal a tale of two portfolios: strong growth from The North Face and Timberland contrasts with persistent challenges at Vans. While management touts operational progress, analyst questions zero in on the timeline for a full recovery and mounting external pressures.
Lam Research's Q4 earnings showcased strong growth fueled by AI demand, but analysts' probing questions revealed the challenges and strategic pivots ahead for the semiconductor equipment giant.
Despite posting a GAAP net loss for 2025, Galaxy Digital highlights robust growth in its core digital assets business and significant progress in building out its Texas data center platform, positioning the firm for a potential market recovery.
In a wide-ranging discussion, NVIDIA CEO Jensen Huang outlined a fundamental shift from programmed to 'implicit' computing, urging businesses to prioritize experimentation and hands-on infrastructure knowledge over near-term ROI calculations to avoid being left behind.
Canada's investment regulator has unveiled a stringent, risk-based custody framework for crypto assets, a direct response to past collapses and hacks that left investors exposed. The rules impose tiered limits and rigorous operational demands on platforms holding client digital assets.
Viavi Solutions Inc. (VIAV) reported stronger-than-expected fourth-quarter results, fueled by surging demand from AI data center infrastructure and a resilient aerospace & defense sector. As the company integrates its recent acquisition of Spirent, analysts pressed management on the sustainability of growth and strategic execution.
AXIS Capital Holdings Ltd. (AXS) reported stronger-than-expected Q4 results, fueled by its insurance segment and new specialty lines. While management touted operational improvements, analysts on the earnings call zeroed in on the durability of underwriting profits and the challenges of a competitive market.
Corning's Q4 earnings revealed a tale of two stories: surging demand for AI-optimized optical products clashed with a revenue shortfall. While a landmark deal with Meta underscores tech leadership, analysts pressed management on scalability, margins, and the path to hitting ambitious growth targets.
A Harvard CAPS/Harris survey finds a majority of likely voters believe former President Trump is performing worse than President Biden did at a comparable point, with economic stewardship a key point of divergence.
In a tense exchange on 'Special Report,' Bret Baier challenged FBI Director Kash Patel over the bureau's handling of information related to the 2024 attempt on former President Donald Trump's life, questioning whether the public has received a full account.
The midstream energy giant Enterprise Products Partners reports record volumes and cash flows, setting the stage for continued expansion and a sustainable 6.7% yield.
Digital asset prices stabilized Wednesday, with Bitcoin reclaiming $78,000 amid a fragile recovery in risk sentiment. However, a record $1.7 billion in weekly outflows from investment products and defensive on-chain positioning signal deep investor caution, casting doubt on the rebound's longevity.
A Philippine House of Representatives committee has dismissed two impeachment complaints against President Ferdinand Marcos Jr., finding them insufficient in substance. The decision, backed by a majority vote, is expected to be upheld by the Marcos-loyalist dominated chamber.
The expiration of the last major U.S.-Russia nuclear arms control treaty ushers in a perilous new chapter, removing caps on the world's largest arsenals for the first time in over 50 years and raising fears of a destabilizing three-way arms race.
A Department of Homeland Security attorney’s frustrated remarks in a Minneapolis courtroom spotlight the intense pressure on government lawyers amid a sweeping ICE enforcement operation and a wave of staff resignations.
