Tech M&A

Business

BHP Navigates Tech Ambition and Trade Tensions: Autonomous Mine Push Meets China Market Headwinds

As BHP Group advances plans to create one of the world's first fully autonomous copper mines at Escondida Norte, it simultaneously contends with Chinese import restrictions on its Jimblebar iron ore and ramps up exploration via its 2026 Xplor program, highlighting the complex balancing act facing the global mining giant.

Feb 2, 2026

World

Epstein Files Unsealed: New Details Emerge on Royal, Political, and Tech Elite Ties

The release of over three million documents by the U.S. Department of Justice has unveiled extensive communications between Jeffrey Epstein and a global network of powerful figures, raising fresh questions about influence, access, and accountability.

Feb 2, 2026

Business

Nio's Battery Gamble: A Premium EV Maker's High-Stakes Bet on Swapping Tech

Nio's rapid growth and premium positioning make it a compelling story in the EV race, but its massive investment in a proprietary battery-swap network presents a pivotal uncertainty for investors weighing its future.

Feb 2, 2026

Business

Ford Explores EV Manufacturing Partnerships with Chinese Tech Giant Xiaomi, Amid Political Headwinds

The Detroit automaker has held preliminary talks with Xiaomi and other Chinese manufacturers about potential joint ventures to build electric vehicles in the United States, a move already drawing sharp criticism from Washington lawmakers.

Feb 2, 2026

Business

European Fintech Giants Eye U.S. Market, But Banking License Hurdles Loom Large

Major European neobanks like Revolut, Monzo, and bunq are renewing their push for a U.S. banking license, betting on regulatory shifts and market potential. Yet, the path is fraught with complexity, geopolitical uncertainty, and fierce competition.

Feb 2, 2026

Business

Tech and Rare Earths Lead Market Rebound Amid Geopolitical Shifts and Earnings Focus

U.S. equities edged higher Monday, buoyed by a rebound in semiconductor and AI infrastructure stocks, alongside a surge in rare earth companies following a new strategic initiative. Gains were tempered by falling energy shares, cryptocurrency volatility, and ongoing concerns over a partial government shutdown.

Feb 2, 2026

Business

Nvidia's H200 Chips Clear Chinese Hurdle: Tech Giants Secure First Shipments, Boosting Growth Outlook

Chinese regulators have greenlit the first wave of Nvidia's advanced H200 AI chip orders for major firms including Alibaba and ByteDance, marking a potential turning point for the chipmaker's access to a critical market and fueling optimism for its stock trajectory.

Feb 2, 2026

Business

Twist Bioscience Posts 12th Straight Quarter of Growth, Fueled by AI-Driven Biotech Demand

Synthetic biology leader Twist Bioscience reported strong Q1 FY2026 results, with revenue climbing 17% year-over-year to $103.7 million. Management highlighted accelerating demand from AI-powered drug discovery and reiterated its path to adjusted EBITDA breakeven by Q4 FY2026.

Feb 2, 2026

Business

Amgen's Q4 Preview: Wall Street's Mixed Signals on the Biotech Giant

As Amgen prepares to report earnings, analysts are divided on the stock's trajectory. While strategic acquisitions and a solid track record fuel optimism, looming competitive pressures and a key pipeline wait temper expectations.

Feb 2, 2026

Business

Beyond the Wrist: Smart Patches Emerge as Next Frontier in Wearable Health Tech

As the wearables market surges, Biolinq CEO Richard Yang positions smart patches as the next evolution, capable of tracking deep biochemical data where watches track surface metrics, with his company's FDA-cleared glucose sensor leading the charge.

Feb 2, 2026

Business

TSMC: The Unseen Engine of Global Tech Powers Up U.S. Expansion

Taiwan Semiconductor Manufacturing Company (TSMC), commanding over 70% of the advanced chip foundry market, is accelerating its U.S. manufacturing footprint amid shifting trade policies and sustained explosive financial growth, solidifying its indispensable role.

Feb 2, 2026

Business

Microsoft: The Tech Titan Built to Endure the Next Decade

Amidst market volatility, Microsoft's diversified empire—spanning cloud, AI, productivity, and gaming—positions it as a resilient long-term holding for investors looking beyond short-term fluctuations.

Feb 2, 2026

Business

Sony's Slump: Is the Tech Giant Undervalued After Recent Market Pressure?

Sony Group's shares have faced significant headwinds, declining over 15% in the past month. As the stock hovers around ¥3,397, analysts are divided on whether this represents a buying opportunity or a sign of deeper challenges in its gaming and sensor divisions.

Feb 2, 2026

Business

Immunocore's Deep Discount: A Value Trap or a Hidden Gem in Biotech?

After years of share price weakness, Immunocore Holdings (IMCR) appears significantly undervalued by traditional metrics. But does the market know something the models don't? We examine the DCF and P/S analyses, the company's unique T-cell receptor platform, and the risks that have kept investors wary.

Feb 2, 2026

Business

Edwards Lifesciences Halts JenaValve Acquisition, Doubles Down on Core Valve Technology

Edwards Lifesciences (NYSE: EW) has terminated its planned takeover of JenaValve, opting instead to reinvest capital into its internal transcatheter aortic (TAVR) and mitral valve development programs. The strategic pivot underscores a renewed focus on organic growth in its core structural heart business.

Feb 2, 2026

Business

Giverny Capital Bets on HVAC Giant Watsco Amid Tech-Led Market Volatility

Investment firm Giverny Capital outlines its rationale for adding Watsco to its portfolio, highlighting a value-oriented strategy as markets remain dominated by AI euphoria. The firm's latest investor letter reveals a challenging quarter of narrow returns.

Feb 2, 2026

Business

Giverny Capital Bets on Insurance Platform TWFG Amid Tech-Driven Market Headwinds

Investment firm Giverny Capital highlights insurance distributor TWFG as a key holding in its latest letter, revealing a challenging year where its value-focused strategy lagged the AI-fueled market rally.

Feb 2, 2026

Business

Webber Wentzel and Blake Cassels & Graydon Dominate 2025 Mining M&A Legal Advisory Ranks

New data reveals a two-horse race in mining sector legal advisory, with Webber Wentzel leading by total deal value and Blake Cassels & Graydon topping the charts by number of transactions in a year marked by megadeals.

Feb 2, 2026

Business

Williams F1 Taps Anthropic's Claude as 'Thinking Partner' in High-Stakes Tech Alliance

The historic Williams Formula 1 team has entered a multi-year partnership with AI firm Anthropic, deploying its Claude AI as a strategic tool for engineering and race strategy. This deal marks a significant move as AI companies accelerate their push into elite sports sponsorships.

Feb 2, 2026

Business

Defense Spending Nears $1 Trillion as AI Chip Integration Reshapes Military Tech

Rising global defense budgets are accelerating the adoption of artificial intelligence in military systems, with companies racing to develop advanced sensing and threat-detection capabilities through strategic partnerships and acquisitions.

Feb 2, 2026