In a strategic move to reduce reliance on foreign tech giants, Japan launches a national AI initiative, combining SoftBank's leadership with substantial government backing to develop a domestic foundational model.
As gold and the popular GLD ETF hit historic highs, retail and institutional investors alike are grappling with a critical question: is this a sustainable shift or a speculative peak? We examine the drivers behind the surge and the debate on what comes next.
A dramatic rally in gold and silver prices came to an abrupt halt on Friday, with futures tumbling sharply amid a broader market sell-off and warnings of unsustainable volatility.
HSBC has cut its price target for AI infrastructure firm CoreWeave, warning that rising borrowing costs and significant future funding needs could strain the high-flying company's financial runway.
Investment firm TD Cowen has significantly increased its price target for semiconductor equipment leader ASML Holding, citing robust bookings for its cutting-edge EUV lithography systems and a clear path for capacity expansion to meet relentless AI-driven demand.
After a punishing period, AGNC Investment Corp. staged a remarkable comeback in 2025. With a 12% dividend yield and a more favorable macroeconomic backdrop, the mortgage REIT is attracting income investors. But is the momentum sustainable?
The Louisiana-based bank holding company declares a $0.15 per share dividend payable in February, as analysts project strong earnings growth and a sustainable payout ratio.
As data center demand surges, NextEra Energy emerges as a critical, and often overlooked, infrastructure player. Its partnerships with tech titans like Meta and Google highlight a strategic pivot in the energy sector.
As Peloton Interactive prepares to report its Q2 fiscal 2026 results, investors are scrutinizing whether the fitness company's aggressive cost-cutting can finally fuel a sustainable turnaround, despite shares languishing 96% below their peak.
Fueled by a landmark $20 billion funding round for AI firm Anthropic, infrastructure provider IREN is seeing its strategic shift from cryptocurrency mining to AI data centers validated by investors. With a key Microsoft partnership and surging capital flows into AI, the company's stock performance reflects a broader market reassessment of its role in high-performance computing.
While flashy, unprofitable tech stocks often dominate headlines, German thermal management specialist technotrans demonstrates that disciplined earnings growth and reasonable executive compensation can build a more sustainable investment case, as its EPS and margins climb.
Ondas Holdings' flagship Optimus drone system has received the Defense Contract Management Agency's critical 'Blue List' certification, clearing it for broader U.S. defense and national security deployment. The milestone has ignited a surge in the company's stock while prompting analysts to scrutinize its long-term path to converting regulatory approval into sustainable revenue.
Bread Financial (NYSE: BFH) delivered robust fourth-quarter and full-year 2025 results, meeting expectations through strategic partner expansions, improved credit health, and strengthened capital positioning. Management outlines a 2026 roadmap focused on sustainable growth, deposit mix optimization, and leveraging AI across operations.
A wave of selling pressure engulfed global markets, extending beyond software stocks to hammer chipmakers and tech giants. Investor anxiety over the cost and disruptive impact of the AI arms race triggered sharp declines, with AMD and Palantir among the hardest hit, while Alphabet's massive spending plans failed to impress.
Bitcoin's recent slide to around $70,000 has pushed its price roughly 20% below the estimated cost to mine a single coin, squeezing miner margins to their lowest point since late 2024. A sharp drop in network hashrate and a broader market downturn have intensified financial pressure, with a critical difficulty adjustment expected this week that could offer some relief.
CAPE Holland secures a pivotal equipment contract from CDWE for Taiwan's Fengmiao Offshore Wind Farm, deploying its specialized vibro lifting technology to install massive foundations in challenging deep-water conditions.
Suncor Energy executives, in their Q4 2025 earnings call, detailed a year of record safety and operational performance, achieving multi-year financial targets ahead of schedule. Management credits a culture of internal optimization and capital discipline for delivering higher volumes at lower costs, even amid declining oil prices.
The beauty giant met revenue and beat profit estimates for its fiscal second quarter, yet a conservative full-year forecast triggered a sharp sell-off, highlighting investor concerns over its growth trajectory.
A new industry report uncovers a significant blind spot in UK fashion retail: the management of Goods Not for Resale (GNFR). With the sector under intense margin pressure, a strategic overhaul of this £3.9bn expenditure area could unlock savings equivalent to the profit from nearly £6bn in extra sales.
As Amazon prepares to report earnings, the spotlight is fixed on its cloud division. Investors are asking if the slowdown that rocked Microsoft's Azure signals a broader industry cooldown, or if Amazon can chart a different course.
