Investment firm Ashva Capital Management highlights Advanced Micro Devices (AMD) in its latest investor letter, citing the chipmaker's disciplined execution as a cornerstone for enduring growth, even as the fund's overall 2025 returns trailed major indices.
A recent anniversary event for 'Silicon Alley' highlighted how New York's technology sector has evolved from a concentrated downtown community into a vast, decentralized force spanning finance, AI, and e-commerce.
Amidst sluggish sales and intense competition, Target appoints Michael Fiddelke as CEO and refreshes its board, placing store revitalization and operational efficiency at the heart of its turnaround strategy.
Raymond James Financial bolsters its wealth management platform with the acquisition of Clark Capital Management and the launch of a proprietary AI operations agent, aiming to enhance scale and advisor productivity amid fierce industry competition.
As tech giants scramble to curb soaring AI costs, a strategic pivot toward custom silicon is reshaping the competitive landscape, with Broadcom's design prowess and TSMC's manufacturing dominance creating a powerful new axis of influence.
While carrier capacity and reliability show signs of recovery, a new FreightWaves white paper reveals a more complex and unforgiving cost environment emerging for 2026. Shippers must navigate a labyrinth of rules, fees, and contract nuances that are quietly driving up expenses.
A new breed of online platforms is enabling speculation on housing market trends without the need to buy property, drawing both intrigued investors and sharp regulatory criticism.
As Chinese exports, from electric vehicles to e-commerce goods, reshape Latin American markets, governments and industries grapple with the dual pressures of affordable consumer goods and strained local manufacturing, forcing a delicate recalibration of trade policies and regional alliances.
Hong Kong apparel giant Crystal International is investing in a high-tech logistics center in China, aiming to slash fabric transfer times by 75% and power operations with solar energy as part of its broader smart manufacturing push.
In the shadow of tech giants, two quantum computing specialists, IonQ and D-Wave Quantum, are vying for investor attention with distinct approaches to AI. While both remain speculative bets, a closer look at their technology, finances, and market position reveals one as a potentially less volatile choice for those venturing into this frontier.
While Vidhance (FRA:8W50) continues to operate at a loss, its current cash reserves and manageable burn rate suggest the company has time to execute its growth strategy. However, a recent dip in revenue adds a note of caution for investors.
Apollo Global Management is deploying billions into AI data center infrastructure and European logistics real estate, underscoring a strategic shift towards hard assets tied to technological transformation and supply chain resilience.
While EyePoint Pharmaceuticals (EYPT) shares have retreated 23% this month, long-term shareholders are still sitting on massive gains. The biotech's 195% three-year surge, despite ongoing losses, highlights a classic market puzzle: balancing current financials with future potential.
While the industrial sector has surged ahead of the broader market, not all companies are equally positioned for sustainable growth. We analyze one defense contractor with strong tailwinds and two manufacturers where valuation concerns loom large.
A strong cash position can signal financial resilience or a lack of growth ambition. We analyze three companies with significant net cash, identifying two with sustainable growth runways and one where the cash pile may mask underlying risks.
Amidst market volatility and economic crosscurrents, income-focused investors are revisiting dividend stocks for potential stability and yield. We examine three Japanese companies offering yields from 3.3% to 6.3%, analyzing their sustainability and strategic outlook.
As AI spending surges, investors face a classic choice: TSMC, the indispensable manufacturer powering the entire industry, or AMD, the aggressive designer aiming to dethrone Nvidia. We analyze the risk-reward calculus.
In the quarters leading to his retirement as CEO, Warren Buffett orchestrated a significant portfolio shift, slashing Berkshire's stake in Bank of America while steadily accumulating shares in Domino's Pizza, highlighting a strategic bet on consumer resilience and brand loyalty.
A $100 investment in Nvidia stock a decade ago would now be worth over $27,000, illustrating one of the most remarkable growth stories in modern market history, driven by the company's pivotal role in the AI revolution.
Despite a meteoric long-term rise, D-Wave Quantum's recent sharp decline highlights the extreme risks and towering valuations inherent in the speculative quantum computing sector. Investors face a critical decision.
