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Khac Phu Nguyen
Asset Management
Amazon, Meta, Microsoft: The $704M Fund Powering Big Tech's Next Data Grab
Legal & General's latest digital infrastructure raise could quietly reshape how hyperscalers build the cloud in Europe and beyond.
Stocks:
LGGNY
AMZN
MSFT
META
9 hours ago
Khac Phu Nguyen
Wall Street Quietly Pours $1B Into This Distressed Real Estate Bet--Here's Why
Cottonwood's high-stakes play targets the $2T debt bomb shaking U.S. commercial property
9 hours ago
Khac Phu Nguyen
BOJ Rate Shock? Yen Spikes as Tokyo Hints at Surprise Hike Despite PM Exit
Traders ramp up bets on October or December tightening as Japan's economy holds firm and politics get messy.
9 hours ago
Khac Phu Nguyen
Interactive Media
Baidu's $559M Bond Comeback? China's Hottest Debt Market Just Got Louder
Tech giant weighs fresh dim sum bond deal as offshore yuan issuance surges past $43.8B
Stocks:
BIDU
9 hours ago
Khac Phu Nguyen
Interactive Media
Tencent Set to Shake Markets with Surprise Bond Comeback Amid AI Arms Race
China's tech titan eyes first dim sum bond in 4 years as it gears up for refinancing and AI expansion
Stocks:
TCEHY
9 hours ago
Khac Phu Nguyen
Real Estate
China's Property Stocks Just Exploded -- Is This the End of the Real Estate Doom Loop?
Country Garden and Shimao soar over 30% as tier-1 cities unleash a surprise wave of mortgage easing
Stocks:
CTRYF
SIOPF
10 hours ago
Khac Phu Nguyen
Metals & Mining
$55 Billion Copper Coup: Anglo Outmaneuvers Rivals With Surprise Teck Merger
A stealthy zero-premium deal flips Anglo from takeover target to global copper kingmaker--just as the M&A drums get louder.
Stocks:
NGLOY
TECK
10 hours ago
Khac Phu Nguyen
Trump's $350B Shipbuilding Deal Hits a Wall--South Korea Says ?Not So Fast?
A massive US-Korea trade pact is stalling over foreign exchange risks, immigration raids, and Tokyo's sweeter terms.
10 hours ago
Nauman khan
Semiconductors
WOLF: Bankruptcy Court Approval Sends Wolfspeed Stock Soaring
WOLF Shares Rocket After Chapter 11 Approval Slashes $4.6B Debt
Stocks:
WOLF
10 hours ago
Faizan Farooque
Hardware
Apple Outperform Rating Reiterated by Evercore ISI After Google Antitrust Ruling
Analyst keeps $250 price target, sees services growth intact
Stocks:
AAPL
9 hours ago
Faizan Farooque
Vehicles & Parts
Ford to Recall Nearly 1.5 Million Vehicles in U.S. Over Rear-View Camera Issue
Magna and Stellantis also affected by related recalls
Stocks:
F
10 hours ago
Faizan Farooque
Semiconductors
ASML Invests $1.5 Billion in Mistral AI, Taking Lead Stake in Europe's Top AI Startup
Dutch chipmaker bets on partnership to bring AI into semiconductor tools
Stocks:
ASML
16 hours ago
ChainWire
House of Doge and Bitstamp by Robinhood Announce Strategic Partnership For NYSE:ZONE Treasury
Stocks:
BTC-USD
17 hours ago
Nauman khan
Healthcare Plans
Why Is UnitedHealth (UNH) Stock Climbing Today
UnitedHealth Jumps as Medicare Ratings Signal Strong Bonus Payouts
Stocks:
UNH
16 hours ago
Faizan Farooque
Semiconductors
Intel Shakes Up Leadership as Products Chief Holthaus Departs
CEO Lip-Bu Tan brings in Arm veteran Kechichian, expands engineering focus
Stocks:
INTC
16 hours ago
Faizan Farooque
Drug Manufacturers
Novartis to Acquire Tourmaline Bio in $1.4 Billion Deal
Swiss pharma expands cardiovascular pipeline with late-stage asset
Stocks:
XSWX:NOVN
9 hours ago
Metals & Mining
First Look: Anglo American Eyes Teck Resources Acquisition
Stocks:
TECK
AAUKF
NGLOY
ASML
NVS
18 hours ago
Faizan Farooque
Interactive Media
Nebius Shares Surge on $17.4 Billion AI Infrastructure Deal With Microsoft
Five-year agreement provides GPU capacity, could expand to $19.4 billion
Stocks:
NBIS
MSFT
16 hours ago
Faizan Farooque
Oil Prices Rise on Smaller OPEC+ Output Increase and Russia Supply Risks
China's continued stockpiling adds further support to market
16 hours ago
Undercovered Deep Insights
Vehicles & Parts
Ford Recalls 1.45 Million Vehicles Over Rearview Camera Flaw
Dealers to fix defect at no charge to drivers
Stocks:
F
MGA
STLA
16 hours ago
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