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Business

Porsche's Electric Sports Car Ambitions Stall: 718 EV Line Under Review as VW Group Sharpens Cost Focus

Volkswagen Group is reportedly reconsidering the future of the all-electric Porsche 718 Boxster and Cayman, citing development hurdles and rising costs. The potential move signals a strategic pivot towards core, high-volume electric vehicles and stricter financial discipline across the auto giant's portfolio.

Feb 4, 2026

Business

Axsome's Auvelity Surpasses Sales Expectations, Alzheimer's Expansion Holds Key to Future Growth

Axsome Therapeutics' preliminary 2025 results reveal blockbuster-level sales for its depression drug Auvelity, while investor focus intensifies on its potential FDA label expansion for Alzheimer's disease agitation—a move that could redefine the company's valuation and pipeline prospects.

Feb 4, 2026

Business

SpaceX Expands IPO Banking Pool, Courts International Lenders Ahead of Historic Listing

Elon Musk's SpaceX is broadening its IPO syndicate, holding pitches with non-U.S. banks in January. The move comes as the company, now set to include xAI, prepares for a record-breaking public offering later this year that could value the combined entity at $1.25 trillion.

Feb 4, 2026

Regulatory Storm Clouds Gather Over X: Musk's 'Free Speech' Crusade Faces Global Reckoning

Elon Musk's social media platform X is under unprecedented global scrutiny, with recent controversies over its AI chatbot Grok and content moderation policies prompting regulatory actions and penalties that threaten its core business model and future ambitions.

Feb 4, 2026

Business

Energy Fuels Moves to Acquire Australian Strategic Materials, Accelerating Push for Non-Chinese Rare Earths Supply

In a strategic move to diversify global supply chains for critical minerals, uranium and rare earths producer Energy Fuels has entered into an agreement to acquire Australian Strategic Materials. The deal aims to bolster a Western-centric supply chain for rare earth elements, reducing reliance on Chinese production.

Feb 4, 2026

Business

GE Vernova Powers Up: A Diversified Energy Play Outshines the AI Data Center Hype

While surging electricity demand from AI data centers grabs headlines, GE Vernova's robust performance across natural gas, renewables, and grid services suggests a broader, more sustainable growth trajectory for the energy infrastructure leader.

Feb 4, 2026

Business

FirstService Navigates Mixed Market, Posts Solid 2025 with 10% EBITDA Growth

Despite facing headwinds in restoration and roofing, FirstService Corporation closed 2025 with a 5% revenue increase and a 10% jump in EBITDA, showcasing margin discipline. The company's residential division shone, while strategic patience guides its M&A approach in a competitive market.

Feb 4, 2026

Business

Ken Griffin Breaks Ranks: Citadel CEO Warns Political Pressure on Fed Poses 'Steep Costs' for Economy

As a top GOP donor issues a rare public rebuke of Trump's Fed attacks, investors are looking to time-tested assets to shield their wealth from inflation's relentless erosion.

Feb 4, 2026

Business

Texas Instruments to Acquire Silicon Labs in $7.5 Billion Deal, Expanding Wireless Chip Dominance

In a major consolidation move, Dallas-based chip giant Texas Instruments (TI) has agreed to acquire Austin's Silicon Labs for $7.5 billion in cash, aiming to bolster its embedded and wireless connectivity portfolio.

Feb 4, 2026

Business

The One That Got Away: Why Meta Platforms Fits Buffett's Moat Philosophy, Yet Remains Absent from Berkshire's Portfolio

As Berkshire Hathaway enters a new era under Greg Abel, analysts question a notable omission from its tech holdings: Meta Platforms. Despite boasting one of the world's widest economic moats, the social media giant never made the cut for Warren Buffett.

Feb 4, 2026

Business

Ford and Geely in Advanced Talks for European Manufacturing Alliance, Potentially Reuniting Volvo's Past and Present

Ford Motor Company and China's Geely are negotiating a strategic partnership that could see Geely utilize Ford's European factories for production, while sharing advanced vehicle technologies, in a move that reshapes the continent's automotive landscape.

Feb 4, 2026

Business

UBS Charts Digital Asset Course: CEO Outlines Crypto Trading and Tokenization Strategy for Wealthy Clients

Swiss banking giant UBS is developing a suite of digital asset services, including cryptocurrency trading for select wealthy clients and tokenized solutions for corporations, CEO Sergio Ermotti announced during the bank's earnings call.

Feb 4, 2026

Business

Devon Energy Merges with Coterra in $58 Billion Deal, Shifting Power Center to Houston

The creation of a new shale giant through the Devon-Coterra merger comes with a significant relocation of corporate headquarters from Oklahoma City to Houston, sparking debate over regional economic impacts and the future of energy industry consolidation.

Feb 4, 2026

California's Road Charge Debate: A Mileage Tax Proposal Sparks Political Clash Over Transportation Funding

A Democratic-led push to study replacing California's gas tax with a per-mile road usage charge has ignited fierce Republican opposition, framing the debate as a critical test for infrastructure funding as fuel tax revenues decline nationwide.

Feb 4, 2026

Business

SpaceX's Historic xAI Acquisition Sets Stage for Blockbuster IPO, Spotlighting a Little-Known Fund

As SpaceX moves toward a potential public offering following its record-breaking purchase of xAI, the Destiny Tech100 fund emerges as a rare public conduit for pre-IPO exposure. Analysts debate the fund's strategic window and the long-term implications of a combined space and AI titan.

Feb 4, 2026

World

Trump and Xi Navigate Trade and Taiwan in Pivotal Pre-Summit Call

In a lengthy phone conversation ahead of a planned in-person summit, U.S. President Donald Trump and Chinese President Xi Jinping discussed bolstering agricultural and energy trade, while addressing persistent tensions over Taiwan and regional security.

Feb 4, 2026

Business

TSMC vs. Broadcom: Why Investors Face a Defining Choice in the AI Chip Race

As the semiconductor sector rides the AI wave, a strategic divergence emerges between the industry's indispensable foundry, TSMC, and the diversified giant, Broadcom. With valuations and growth trajectories telling different stories, we analyze why portfolio concentration on one may be the prudent move for 2024.

Feb 4, 2026

Business

Tech Rout Drags on Markets as Investors Shift Away from High-Flying AI, Chip Stocks

A sharp sell-off in semiconductor and AI infrastructure stocks pressured the Nasdaq to a two-week low, offsetting gains in the Dow. The rotation follows mixed corporate earnings and signals a potential cooling of the recent tech frenzy.

Feb 4, 2026

Business

Musk Merges SpaceX and xAI in Trillion-Dollar Push for Orbital Data Centers, Starship to Play Pivotal Role

Elon Musk consolidates his space and AI ventures in a landmark deal, aiming to deploy a constellation of satellites to power next-generation, space-based data centers, with the colossal Starship rocket slated as the primary launch vehicle from 2026.

Feb 4, 2026

Business

Oklo's Nuclear Ambitions: A High-Stakes Bet on AI's Energy Future, Not a Near-Term Dividend Play

While Oklo's advanced nuclear reactor technology has attracted major tech backers like Meta, analysts caution that its path to profitability—and potential dividends—remains a long-term prospect, making it a speculative growth story rather than an immediate income stock.

Feb 4, 2026