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Khac Phu Nguyen
Steel
BlueScope Doubles Profit, Targets A$3.00 Per Share in 2026
CEO deprioritizes US$1.2 billion U.S. midstream plan, focuses on North Star expansion and coated-products turnaround.
Stocks:
BLSFF
4 hours ago
Khac Phu Nguyen
Manufacturing - Apparel & Accessories
U.S. Online Prices Post Largest Increase in 12 Years
Adobe reports January surge led by electronics and appliances as companies roll out new price hikes.
Stocks:
LEVI
COLM
MKC
SWK
4 hours ago
Khac Phu Nguyen
OpenAI Hires OpenClaw Founder to Drive Next-Generation Personal Agents
Peter Steinberger joins as OpenClaw remains open source under foundation support from OpenAI.
5 hours ago
Khac Phu Nguyen
Bitcoin Slumps Over 40% From $127,000 Peak, Marks Fourth Weekly Loss
Cryptocurrency remains over 40% below October peak as $8.4 billion exits US spot Bitcoin ETFs.
Stocks:
BTC-USD
4 hours ago
Faizan Farooque
Semiconductors
Nvidia Faces Pressure on AI Spending Concerns
Analyst warns valuation depends on sustained Big Tech capex.
Stocks:
NVDA
4 hours ago
Khac Phu Nguyen
Software
Polar Capital's $12B Fund Dumps Software as ETF Falls 22%
Nick Evans warns application software faces an “existential threat” from AI, exits SAP, Adobe and ServiceNow, and shifts heavily toward semiconductors.
Stocks:
HUBS
MSFT
SAP
NOW
ADBE
4 hours ago
Khac Phu Nguyen
Rosebank in Advanced Talks for $3.05 Billion US Acquisitions
Former Melrose executives' buyout vehicle plans ÂŁ1.9 billion equity raise and new debt to fund two US deals.
4 hours ago
Faizan Farooque
Retail - Cyclical
Alibaba Group Holding Ltd Unveils Qwen3.5 AI Model
New release targets agentic AI with lower costs and improved performance.
Stocks:
BABA
4 hours ago
Khac Phu Nguyen
Capital Markets
Goldman Says Software Earnings Estimates Rise 5% Despite AI Selloff
Strategists led by Ben Snider cite positive 2026 EPS revisions and double-digit Q4 growth even as a UBS AI-risk basket falls 50%.
Stocks:
GS
4 hours ago
Renato Neves, CFA
Media - Diversified
Warner Bros. Weighs Reopening Talks With Paramount
Revised $30 offer challenges Netflix's agreed $27.75 deal
Stocks:
WBD
NFLX
PSKY
4 hours ago
Khac Phu Nguyen
Interactive Media
Meta Weighs Facial Recognition for Smart Glasses This Year
New York Times details internal memo citing “dynamic political environment” as company explores adding the technology.
Stocks:
META
AMZN
4 hours ago
Faizan Farooque
Semiconductors
Advanced Micro Devices Expands India AI Partnership With TCS
Strategic collaboration introduces rack-scale AI platform as competition with Nvidia intensifies.
Stocks:
AMD
4 hours ago
Khac Phu Nguyen
Retail - Cyclical
Pentagon Briefly Adds Alibaba to 1260H List, Stock Falls 3%
Federal Register update naming Alibaba, Baidu and BYD is later marked “unpublished,” adding policy uncertainty.
Stocks:
BABA
BIDU
BYDDF
TCEHY
4 hours ago
Khac Phu Nguyen
Semiconductors
AMD Partners With TCS to Support 200 Megawatts of AI Capacity in India
Helios data center blueprint deployment aligns with TCS's 1.2 gigawatt expansion plan amid rising AI demand.
Stocks:
AMD
NVDA
4 hours ago
Khac Phu Nguyen
Retail - Cyclical
Anthropic Revenue Run Rate Climbs to $14 Billion Amid India Push
AI firm embeds Claude Code at Air India and Cognizant as India revenue run rate doubles in four months.
Stocks:
AMZN
MSFT
META
GOOG
CTSH
4 hours ago
Nauman Khan
Software
Palantir Surges on Rare Analyst Upgrade, AI Threat Concerns Eased
AI Agents Not a Threat, Analyst Says
Stocks:
PLTR
4 hours ago
Nauman Khan
Software
Big Software Stocks Sell Off on AI Fears -- Wedbush Calls 'Buying Opportunity'
AI Anxiety Hits Software Shares, but the Selloff May Be Overdone
Stocks:
CRM
NOW
MSFT
5 hours ago
Nauman Khan
Semiconductors
Marvell Technology Takes Aim at AI's Next Bottleneck
Marvell Pushes Deeper Into AI Infrastructure, Even as Custom Silicon Faces Pressure.
Stocks:
MRVL
7 hours ago
Moz Farooque
Capital Markets
Cathie Wood Buys COIN After 16% Jump
Coinbase rally attracts ARK buying
Stocks:
COIN
BEAM
RBLX
PD
CRM
6 hours ago
Moz Farooque
Software
OpenAI Hires OpenClaw Creator For Agents
Push into autonomous AI accelerates
Stocks:
MSFT
5 hours ago
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