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Khac Phu Nguyen
Gas Prices Surge as Peace Dreams Crumble--Is Europe Heading for a Winter Supply War?
An 8% price jump says it all: traders are ditching diplomacy and bracing for a brutal energy crunch.
1 day ago
Khac Phu Nguyen
Cevian Crashes Into AkzoNobel: Is a Breakup or Billion-Euro Shakeup Coming Next?
With job cuts, asset sales, and activist firepower in play, AkzoNobel's future may look nothing like its past.
1 day ago
Khac Phu Nguyen
Europe's Most Powerful Widow Just Took Over a $48 Billion Empire
Renata Kellnerova quietly buys out the last 10% of PPF Group--and there's no one left to answer to.
1 day ago
Khac Phu Nguyen
OnlyFans Owner Rakes In $701M as Platform Eyes Shocking $8B Sale
Leonid Radvinsky has quietly made $1.8B--and now he might be cashing out in one of tech's boldest exits yet.
1 day ago
Khac Phu Nguyen
Vehicles & Parts
Tesla's AI Gamble in China: Local Models, Slipping Sales, and a Silent Software Shift
To stay in the race, Tesla ditches Grok in China and plugs into Bytedance's AI engine--will it be enough?
Stocks:
TSLA
1 day ago
Khac Phu Nguyen
Interactive Media
Elon Musk Tried to Team Up with Zuckerberg to Buy OpenAI--Here's What Happened
A secret $97.4B bid, a silent Meta, and a legal battle that could turn on Musk's own moves.
Stocks:
META
TSLA
1 day ago
Interactive Media
First Look: Google and Meta's $10B Cloud Deal Boosts AI Capabilities
Stocks:
META
GOOG
NVDA
AMKR
SSNLF
1 day ago
Khac Phu Nguyen
Aerospace & Defense
China's Jet Dream Stalls as Airlines Flock Back to Boeing and Airbus
Beijing's $72 billion bet on Comac just hit turbulence--with nearly 1,000 new jet orders going West
Stocks:
BA
EADSY
1 day ago
Khac Phu Nguyen
Interactive Media
Meta Just Hired Apple's AI Brain--And It's Causing Shockwaves in Cupertino
A $200M defection kicked off a talent exodus. Now Meta's building its AI empire--while Apple scrambles to catch up.
Stocks:
META
AAPL
1 day ago
Khac Phu Nguyen
Semiconductors
Nvidia Just Pulled the Plug on Its China AI Chip--Here's What Spooked Them
Beijing backlash, U.S. politics, and $5.5B at stake: why Nvidia's H20 gamble may be dead in the water.
Stocks:
NVDA
SSNLF
AMKR
1 day ago
Khac Phu Nguyen
Markets Brace for Powell's Jackson Hole Signal as Rate-Cut Bets Hang in the Balance
All eyes are on the Fed chair's speech, which could reshape bond markets and ignite volatility across rate-sensitive assets.
1 day ago
Nauman khan
Semiconductors
INTC: BofA Breaks Its Silence on Intel U.S. Stake Reports
Bank of America Reiterates Neutral on Intel as U.S. Stake Reports Surface
Stocks:
INTC
1 day ago
Nauman khan
Software
Intuit Stock Tumbles After Q4 Beat As Cautious Full-Year Forecast Sparks Selling
Intuit beats estimates yet guidance forces investors to hit sell
Stocks:
INTU
1 day ago
Nauman khan
Vehicles & Parts
NIO Stock Hits New 2025 Peak-- What's Going On?
NIO Shares Soar 10% to 2025 High After New ES8 Reveal
Stocks:
NIO
1 day ago
Nauman khan
GOOGL: Meta Strikes $10 Billion Cloud Deal With Google to Support AI Expansion
meta picks google over rivals in massive cloud deal
Stocks:
GOOGL
META
AMZN
MSFT
1 day ago
Renato Neves, CFA
Software
Okta Q2 Preview: Will Guidance Rebuild Confidence?
Street expects $0.84 EPS on $711 million in revenue as investors watch backlog trends, cost discipline, and management's outlook.
Stocks:
OKTA
1 day ago
Renato Neves, CFA
Software
MongoDB Q2 Preview: Will Atlas Growth Bounce Back?
Street expects $0.67 EPS on $554 million in revenue as Atlas growth, disciplined spending, and AI catalysts drive sentiment.
Stocks:
MDB
1 day ago
Software
Intuit Inc (INTU) Q4 2025 Earnings Call Highlights: Record Revenue Growth and Strategic AI Advancements
Intuit Inc (INTU) reports a robust 20% year-over-year revenue increase in Q4, driven by strong performance in TurboTax Live and strategic AI initiatives.
Stocks:
INTU
1 day ago
Retail - Cyclical
Ross Stores Inc (ROST) Q2 2025 Earnings Call Highlights: Navigating Tariff Challenges and Expanding Footprint
Despite tariff pressures, Ross Stores Inc (ROST) reports a 5% sales increase and strategic store expansions in new markets.
Stocks:
ROST
1 day ago
Industrial Products
Nordson Corp (NDSN) Q3 2025 Earnings Call Highlights: Strong Growth and Strategic Acquisitions Propel Performance
Nordson Corp (NDSN) reports robust revenue growth and record free cash flow, driven by strategic acquisitions and operational excellence.
Stocks:
NDSN
1 day ago
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