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Germany’s EU Pay Transparency Law Slips to 2027 as Coalition Battle Rages
Berlin’s traffic-light coalition has failed to meet the June 7, 2026 deadline set by Brussels for implementing the EU Pay...
GameStop’s Earnings Smash Estimates as Collectibles Surge and $2bn Buyback Looms
The videogame retailer’s first-quarter results landed well ahead of expectations, sending shares sharply higher in after-hours trading. GameStop reported adjusted...
Marvell’s Two-Stage Rocket: Record Results and a Nvidia CEO Nod Send Shares to New Highs
The AI infrastructure trade has found a new poster child. Marvell Technology, once a diversified chipmaker, has transformed into a...
From Chips to Code: The AI Trade Rotates Into Software and Security
Dear readers, On Monday we wrote that the S&P 500's rally was being carried by just 20 stocks hitting new...
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Net Worth
The Breadth Problem: Nine Weeks of Gains, Fewer and Fewer Winners
Dear readers, On Saturday we wrote that the AI infrastructure buildout was repricing utilities, grid operators, and...
Nokia’s AI Rally Faces Its Next Test: A 6G Showcase in Málaga and the Weight of Expectations
Nokia’s stock closed at €12.76 on Friday, down 2.67% — a modest retreat after a staggering 129%...
European Lithium’s 28% Merger Discount Puts A$0.50 Hurdle in the Spotlight
The gap between European Lithium's latest trading level and the implied value of the proposed takeover has...
Navitas Semiconductor Stock Pulls Back from Highs as Insider Sales and Share Issuance Test Rally
The narrative around Navitas Semiconductor took a sudden turn last week. After hitting an all-time high of...