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Khac Phu Nguyen
Semiconductors
Nvidia Just Won Big in the Gulf -- And China's Watching
Billions in AI chip exports approved as Trump's White House locks in a game-changing tech pact with Abu Dhabi.
Stocks:
NVDA
20 hours ago
Khac Phu Nguyen
Software
Salesforce Just Crashed ServiceNow's Party--And Brought AI With It
A bold move into IT automation puts Salesforce on a collision course with one of enterprise tech's biggest names
Stocks:
CRM
NOW
20 hours ago
Khac Phu Nguyen
Restaurants
Dunkin' Just Sold $900 Million in Bonds--Here's What Wall Street Might Be Missing
The coffee giant taps franchise fees for cash as Domino's, Taco Bell, and Jersey Mike's crowd into the same trade
Stocks:
DNKN
20 hours ago
Faizan Farooque
Semiconductors
AMD Shares Slip as CEO Confirms Instinct MI450 GPU Details
New chip to use TSMC's 2nm tech and power OpenAI data centers
Stocks:
AMD
20 hours ago
Khac Phu Nguyen
Semiconductors
Intel's $5B AI Gambit: Can These Chips Dethrone Nvidia?
With new Panther Lake processors and US backing, Intel is betting everything on a comeback in AI dominance
Stocks:
NVDA
SSNLF
SOBKY
TSM
INTC
20 hours ago
Transportation
Delta Airlines Surpasses Q3 Expectations with Strong Performance
Stocks:
DAL
AXP
CRWD
23 hours ago
Business Services
AZZ Inc. Faces Challenges with Earnings Miss in Fiscal Q2
Stocks:
AZZ
23 hours ago
Khac Phu Nguyen
Medical Devices & Instruments
Lyft's Robotaxi Gamble: Inside the Bold Plan to Beat Uber with AI-Driven Cars by 2027
A quiet Tesla spinout, Nvidia chips, and Lyft's first car fleet--this deal could reshape the future of ride-hailing
Stocks:
LUCD
LYFT
VFS
UBER
NVDA
20 hours ago
Faizan Farooque
Semiconductors
Intel Launches Breakthrough 18A PC Chip, Marking a New Era in Semiconductor Innovation
Panther Lake processor aims to restore Intel's edge in AI-powered laptops
Stocks:
INTC
20 hours ago
Khac Phu Nguyen
Capital Markets
Golub Capital Bets $1 Billion on Private Equity's Secret Lifeline
The $80 billion lender dives into continuation funds as buyout giants hunt for new ways to cash out.
Stocks:
JEF
20 hours ago
Khac Phu Nguyen
Capital Markets
Goldman Sachs Quietly Moves $5 Billion in Loan Risk--Here's Why It Could Be a Game Changer
The Wall Street giant is reshaping its balance sheet with a stealth credit deal that could unlock billions in fresh capital.
Stocks:
GS
21 hours ago
Faizan Farooque
Hardware
Alphabet Unveils Gemini Enterprise AI for Business Clients
New platform targets corporate users with custom AI tools and data integration
Stocks:
AAPL
21 hours ago
Faizan Farooque
Vehicles & Parts
Tesla Faces Federal Probe Over Full Self-Driving Traffic Violations
Safety agency investigating reports of Teslas running red lights and unsafe lane changes
Stocks:
TSLA
21 hours ago
Khac Phu Nguyen
Asset Management
Blackstone Plots $1.5 Billion Payday from Clarion Before Potential Exit
Private credit deal could hand Blackstone a massive dividend while keeping the door open for a 2025 Clarion sale
Stocks:
BX
20 hours ago
Khac Phu Nguyen
Retail - Cyclical
Uniqlo Crushes It in the US--Fast Retailing Just Flipped the Script on Global Fashion
Japan's top retailer is breaking records abroad as it shifts its growth engine from China to the West
Stocks:
FRCOF
19 hours ago
Khac Phu Nguyen
Semiconductors
TSMC Just Crushed Expectations--And AI Mania Might Be the Reason Why
Chip giant's revenue surges 30% as Nvidia, AMD, and Apple turbocharge the next phase of AI infrastructure buildout
Stocks:
TSM
20 hours ago
Khac Phu Nguyen
Vehicles & Parts
Porsche's China Meltdown Sends Shockwaves Through Germany's Luxury Auto Empire
Sales plunge 21% as local EV rivals crush margins and investors push for a leadership shake-up
Stocks:
POAHY
20 hours ago
Khac Phu Nguyen
Banks
LG's $1.3 Billion India IPO Stuns Market With 54x Demand Surge
Global giants rush into LG India's blockbuster listing, fueling investor mania and setting up a historic market debut
Stocks:
JPM
C
BAC
23 hours ago
Moz Farooque ACCA
Vehicles & Parts
Ferrari Shares Fall as Investors Scrutinize Long-Term Outlook and EV Strategy
Market reaction follows cautious guidance and new electric vehicle plans.
Stocks:
RACE
23 hours ago
Khac Phu Nguyen
Banks
China Turns Gold Into a Weapon Against the Dollar's Reign
As bullion breaks $4,000, Beijing seizes its moment to build a yuan-backed financial order
Stocks:
SCBFY
22 hours ago
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