The return of U.S. Federal Reserve rate cuts has created a more favorable environment for foreign investors to hedge their dollar holdings, a shift that could influence capital flows and currency dynamics globally. In September, the Fed cut rates by 25 basis points to a range of 4.00–4.25%, and signaled further easing ahead, narrowing the […]
Tesla’s board is facing fierce resistance from a growing coalition of investors and state officials over a proposed $1 trillion compensation plan for CEO Elon Musk. The scale and structure of the package have reignited debate over executive pay, board accountability, and performance alignment. The opposition includes SOC Investment Group and treasurers from Nevada, New […]
Asian markets rose on Friday, reflecting optimism from Wall Street’s overnight rally, though underlying caution remained as the U.S. government shutdown cast a shadow over global investor sentiment. In Tokyo, the Nikkei 225 climbed 1.7%, buoyed by strong gains in semiconductor and automation companies. Robotics and chip equipment makers continued to attract capital, reflecting growing […]
European equity markets rallied to new highs Thursday, propelled by brisk gains in semiconductor names and renewed speculation about U.S. monetary easing. The STOXX Europe 600 jumped ~0.7 % to around 568.7 points, breaching previous records. Germany’s DAX outperformed with a ~1.3 % gain. Semiconductor stocks garnered outsized focus: ASML and ASMI gained strongly, buoyed by […]
Credit markets are emitting warning signals. Bond giant PIMCO has cautioned that parts of the corporate debt landscape are showing cracks—raising concerns that weaker borrowers could be forced into difficult financing trade-offs. While PIMCO remains relatively constructive about asset-backed finance, its tone toward direct lending and private credit is more guarded, spotlighting potential vulnerabilities in […]
In a bold demonstration of AI’s soaring market momentum, OpenAI has soared to a $500 billion valuation after completing a secondary share sale worth $6.6 billion involving current and past employees. That’s a dramatic leap from earlier in 2025, when a primary funding round placed the company at about $300 billion. The share buyers included […]
Gold prices soared to new heights Wednesday amid intensifying concerns over a U.S. government shutdown and growing bets that the Federal Reserve will cut interest rates. Spot gold jumped ~0.9% to $3,891.96 per ounce, briefly touching $3,895.09—a fresh record. December futures followed, climbing ~1.2% to $3,918.60. The U.S. dollar slid modestly, making gold more attractive […]
Asia equity markets moved cautiously on Wednesday amid a mix of positive and cautious signals rooted in Japan’s improved business mood, India’s monetary stance, and broader global uncertainties. The BOJ’s tankan survey showed an uptick in confidence: large manufacturers’ sentiment rose to +14, and non-manufacturers stayed at +34. Companies expect capital expenditures to grow over 12%, […]
Xiaomi is going deeper into silicon. After launching the Xring O1, which opened its first foray into in-house chip production, reports now suggest the company is preparing plans for a next-generation smartphone processor that may compete with top-tier SoCs from Qualcomm and Apple. The Xring O1 marked a turning point: Xiaomi invested ~13.5 billion yuan […]
Once a favorite for merger speculation, BP PLC is now reorienting away from public takeover narratives, intensifying internal reforms instead. The pivot suggests confidence in its standalone trajectory amid investor scrutiny and activist pressure. From Target to Transformer Earlier in 2025, BP was frequently mentioned among M&A prospects due to its undervalued stock and activist […]