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Recent News
As Yields Climb Higher Still, AI’s Profits Migrate to Software
Dear readers, Yesterday we described 30-year Treasury yields tearing through 2007 highs and a Middle East standoff souring risk appetite....
European Lithium Rewrites Merger Terms, Unlocking a Bigger Payout for Shareholders
The arithmetic behind European Lithium's tie-up with Critical Metals Corp has just shifted in favor of its shareholders. The company...
Thyssenkrupp’s Mixed Signals: Submarine Orders Soar While Green Hydrogen Ambitions Cool
The industrial conglomerate's latest guidance update tells two very different stories — one of military shipbuilding momentum, the other of...
Yields Hit 2007 Highs as Middle East Tensions Reshuffle Wall Street
Dear readers, The ceasefire memorandum between Washington and Tehran quietly expired on Monday, and neither side moved to extend it....
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Net Worth
Nokia’s AI Ambitions Meet a Hard Reality Check: Orders Are Booming, But Execution Is Everything
The numbers tell a story of transformation. Nokia's second-quarter earnings per share came in at €0.07, up...
Hellofresh Shares Slide as Analysts Question US Momentum and Costly Growth
Investors in the Berlin-based meal-kit company Hellofresh endured another bruising session on Friday, with the stock extending...
Rocket Lab’s Iridium Play: A $7.6 Billion Wager Financed One ATM Tender at a Time
The paperwork is clearing, the financing is stacking up, and the clock is now ticking toward a...
AppLovin’s Insider Exodus and the $30 Million Revenue Gap: A Market Caught Between Two Narratives
When a company grows revenue by more than half in a single quarter and still watches its...