Mega Cap (> $50B)
Nvidia Financing Its Own AI Boom
Nvidia has spent the past several years selling the infrastructure behind the artificial intelligence boom. Increasingly, however, it is doing something else: helping finance the…
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Netflix revises Warner Brothers offer to an all-cash deal.
Netflix has raised the stakes by converting its proposed $82.7 billion stock‑and‑cash acquisition of Warner Bros. Discovery (WBD) into an…
BYD: Positioning and Market outlook
2026 is emerging as a difficult yet pivotal year for BYD, marked by weakening domestic sales, rapid international expansion, and…
NYC Dicey Overnight Session, ASX Set for a Softer Open
After a cautious session in New York overnight, Australian futures are indicating a softer open for the ASX. Latest futures…
ASX Financials Lag as Bank Stocks Slide — What’s Driving the Pullback?
Financials sector is dragging down the ASX, with the big four under pressure. (Bianca De Marchi/AAP PHOTOS) The ASX dipped…
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