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Nauman Khan
Software
Why Oracle (ORCL) Stock Is Down Today
Oracle Stock Dips. Analysts Debate Margin Pressure Amid AI Expansion
Stocks:
ORCL
5 hours ago
Khac Phu Nguyen
Interactive Media
Meta, Alphabet, Microsoft Added to CDX IG Index Amid AI Debt Surge
New index inclusion reflects rising hyperscaler bond issuance and growing use of credit derivatives tied to AI infrastructure spending.
Stocks:
META
GOOG
MSFT
ORCL
5 hours ago
Khac Phu Nguyen
Chemicals
Ecolab to Acquire CoolIT in $4.75 Billion AI Cooling Deal
Ecolab agrees to buy CoolIT from KKR, targeting AI data center cooling as demand surges globally.
Stocks:
ECL
KKR
5 hours ago
Khac Phu Nguyen
Software
SAP Says Defense Becomes Fastest-Growing Unit, Reaches 10% of Revenue
Rising global military spending, including post-Ukraine and Iran conflict demand, is driving stronger software and AI adoption across defense customers.
Stocks:
SAP
5 hours ago
Khac Phu Nguyen
Manufacturing - Apparel & Accessories
Zegna Shares Fall 18% as Middle East War Clouds Luxury Demand
Luxury group flags uncertainty from conflict, while Q1 sales trend higher and Saks bankruptcy trims earnings.
Stocks:
ZGN
5 hours ago
Khac Phu Nguyen
Vehicles & Parts
Uber Invests $300 Million in Rivian, Ties $1.25 Billion to Milestones
Uber deploys initial funding as part of a larger deal tied to autonomy milestones and future vehicle purchase options.
Stocks:
RIVN
UBER
5 hours ago
Nauman Khan
Today's Market: Dow Drops 260 Points, S&P 500 and Nasdaq Fall 1% as Iran Strikes Fuel Energy Fears
Wall Street Braces for Fourth Straight Weekly Loss Amid Geopolitical Risk
Stocks:
SPY
DIA
5 hours ago
Aerospace & Defense
Planet Labs Soars on Strong Q4 Results and Optimistic FY27 Outlook
Stocks:
PL
6 hours ago
Khac Phu Nguyen
Semiconductors
Nvidia's $20B Groq Deal Draws US Antitrust Questions
Senators seek details on licensing structure, citing concerns over competition and Nvidia's AI chip dominance.
Stocks:
NVDA
5 hours ago
Khac Phu Nguyen
Vehicles & Parts
Xpeng Posts First Profit as Q1 Revenue Forecast Misses Estimates
EV maker reports 383 million yuan profit but guides 12.2--13.3 billion yuan revenue below 15.7 billion-yuan consensus.
Stocks:
XPEV
5 hours ago
Khac Phu Nguyen
Asset Management
Lukoil Reports $19.8 Billion Write-Off, Swings to 1.06 Trillion Ruble Loss
Sanctions-linked impairments tied to foreign asset losses push Lukoil into net loss as overseas divestment plans hinge on US approval.
Stocks:
CG
5 hours ago
Khac Phu Nguyen
Conglomerates
Fosun Secures $500M Loan After Warning of 23.5 Billion Yuan Loss
Refinancing backed by HSBC, JPMorgan and Natixis supports repayment of a $520 million loan due in April.
Stocks:
FOSUY
5 hours ago
Nauman Khan
Semiconductors
Nvidia Strikes Massive AI Deal With Amazon -- $1 Trillion Opportunity Looms By 2027
Nvidia will supply over 1 million GPUs and related chips to Amazon through 2027, targeting AI cloud workloads and inference
Stocks:
NVDA
AMZN
5 hours ago
Khac Phu Nguyen
Bangladesh seeks $2 billion loans as energy import risks rise 40%
Government negotiates IMF and ADB funding to support LNG imports and stabilize reserves ahead of summer demand.
5 hours ago
Khac Phu Nguyen
Savvy Games Agrees $6 Billion Moonton Acquisition From ByteDance
Saudi-backed Savvy targets mobile and esports expansion as ByteDance shifts focus toward AI development.
5 hours ago
Nauman Khan
Aerospace & Defense
Planet Labs Shares Jump on Q4 Beat and Record $900M Backlog
Satellite Imaging Firm Jumps on Strong Revenue Growth and AI Partnerships
Stocks:
PL
5 hours ago
Khac Phu Nguyen
Treasury Yields Jump as Markets Price 50% Odds of Fed Hike
US yields surge up to 15 basis points as Middle East tensions reshape rate expectations and erase forecasts for 2026 cuts.
5 hours ago
Khac Phu Nguyen
Banks
ECB Rate Hikes Seen Within Months as Economists Shift Outlook
JPMorgan, Morgan Stanley, and Deutsche Bank revise forecasts, with markets pricing April move and up to three hikes this year.
Stocks:
JPM
DB
MS
5 hours ago
Khac Phu Nguyen
Consumer Packaged Goods
Unilever Weighs ?29 Billion Food Unit Sale to McCormick
Talks are ongoing, with a potential deal by month-end and no certainty of agreement
Stocks:
MKC
UL
KHC
PEP
NSRGY
5 hours ago
Nauman Khan
Semiconductors
Arm Stock Jumps on HSBC Upgrade -- Sees Massive Upside on AI Chip Growth
ARM Stock Climbs. Hyperscale Cloud Adoption Boosts Royalty Potential
Stocks:
ARM
5 hours ago
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