Quick Read - Rasgon now projects AMD hitting $20 in earnings by 2028, two years ahead of its 2030 target, on surging server CPU market share. - AMD issued ~10% equity warrants to Meta and OpenAI to land GPU contracts, as NVIDIA's CUDA ecosystem still makes AMD's products less...<
TH International, the parent company of the exclusive master franchisees of Tim Hortons coffee shops in China (Tims China), has appointed Kwok Wah Cheung as its new CEO. Effective 15 June 2026, Cheung will succeed Yongchen Lu, who will step down as CEO and take on the role
Quick Read - NUKZ has surged 44% in a year, turning a niche utility trade into a high-growth AI derivative with $784 million in assets. - Hyperscaler nuclear PPAs drive NUKZ's premium, with each deal adding between 1 and 2 GW of above-market revenue and making Big Tech signing...
Seven of ten bear market indicators have been triggered Bank of America strategists have identified a growing number of bear market signposts, signaling that the market could be approaching a top. The bank's indicators cover a wide range of market data, including cons
Only 25% of CFOs lead major investment decisions despite 60% believing they should shape value creation, per global survey data. A global survey of over 1,600 CFOs reveals a disconnect between expectations and influence in corporate decision-making. While 60% of finance le
Lifeway Foods abandons its 2024 poison pill defense after proxy advisor ISS opposes board nominees ahead of June 17 meeting. Lifeway Foods has terminated its shareholder rights plan, known as a poison pill, days before an investor vote on board composition. The move follow
Lifeway Foods has cancelled a controversial shareholder rights' plan days before an investor meeting will vote on the make-up of the company's board. The so-called 'poison pill' measure, in place since 2024, was abandoned in the wake of proxy advisory firm Institutional Sh
Quick Read - JNJ has surged 55% over the past year to $232.77, but hitting $300 by year-end demands a 29% gain and a 26x forward P/E. - Oncology drugs TREMFYA and RYBREVANT/LAZCLUZE surged over 68% in Q1, while talc litigation and STELARA biosimilar erosion drove net income down...</stron
Micron Technology (NASDAQ: MU) is the latest AI semiconductor stock to join the $1 trillion club. The memory chipmaker has been one of the hottest stocks over the last 12 months, climbing nearly 800% as of this writing And some analysts think the stock can continue
Commerzbank’s Charlie Lay explains that Korean authorities announced new measures to support the Korean Won, including tighter oversight of offshore FX derivatives, scrutiny of suspected misconduct, and expanded FX hedging by the National Pension Service via USD forward selling.<
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