Finance

Gold has surged 10 per cent in ten days as the Federal Reserve signals easing, but Bitcoin has not followed, highlighting a persistent perception gap between the asset’s marketing and its price action.

McIntyre Partnerships’ Q2 investor letter outlines positive legal developments and executive changes at Sotera Health Company, while noting the removal of private equity selling pressure.

Shares of the quantum computing firm fell sharply in July as market sentiment turned against unprofitable technology stocks, even as the company posted a significant revenue spike and maintains a debt-free balance sheet.

Markets remain in wait-and-see mode as oil prices rise on Strait of Hormuz speculation and Federal Reserve officials weigh rate decisions against a weak jobs report.

Investors attribute the yen’s depreciation to a perceived lack of a unified voice among policymakers, suggesting the immediate boost from joint action is waning.

The world’s largest chipmaker reported annualised revenue of $89.11 billion for the first seven months of 2026, driven by artificial intelligence demand.

The acquisition marks Sumitomo’s first foray into floating wind technology and aligns with its strategic pivot toward overseas energy solutions under its 2026 management plan.

The selective US launch of the OTTAVA system marks a significant shift in the soft-tissue robotic surgery landscape, though Intuitive Surgical retains a commanding installed base.

The underwritten public offering, managed by JPMorgan Securities and Goldman Sachs, aims to support capital expenditures and working capital while preserving Intel’s investment-grade credit rating.

Authorities are conducting land clearance operations as part of a broader plan to establish a new economic gateway, according to the Financial Times.

UBS estimates suggest OpenAI and Anthropic could drive nearly half of Google Cloud’s revenue next year, raising questions about infrastructure sustainability despite strong analyst ratings.

Strong commodity markets and operational efficiency drive free cash flow to $3.8 billion, enabling a significant dividend hike.

Unipol has reached an agreement to acquire approximately 635 Monte dei Paschi di Siena branches and the MPS brand from Intesa Sanpaolo, contingent on Intesa’s successful takeover bid.

Disney’s pivot from traditional media studio to integrated data ecosystem is underpinned by strong quarterly results and growing institutional interest, though valuation gaps with pure-play streaming rivals remain.

With the official announcement scheduled for 14 October, retirees and workers should prepare for a 3.8% estimated COLA, a higher earnings credit threshold, and increased limits on the earnings test.

The average adjustable rate for Home Equity Lines of Credit has fallen to 7.16 per cent, while fixed-rate home equity loans stand at 7.35 per cent, reflecting a 19-basis-point spread for high-credit borrowers.

Integration aims to enhance oversight of prediction markets and perpetual-style derivatives following increased regulatory scrutiny and recent fines.

Financial terms of the deal remain undisclosed as the NextSlide team joins efforts to enhance the AI giant's core product.

Record crude output and rising liquefied natural gas shipments have kept international prices in check, but tight domestic stocks and higher fuel costs signal vulnerability for the U.S. market.

SoFi Technologies has lifted its 2026 revenue forecast to $4.85 billion, citing a record-breaking second quarter driven by the rapid adoption of its SoFi Plus subscription service.

The company’s share price tumbled following a reduction in full-year revenue and adjusted EBITDA forecasts, despite a strategic new partnership with Microsoft and rising subscription revenue.

The transaction, valued at $433 million in stock at the time, now carries an estimated opportunity cost of $5.7 billion as Berkshire shares surged. The lesson has shaped the capital allocation strategy of current CEO Greg Abel.

A recent analysis from Yahoo Finance, originally published by Barchart.com, examines how Paul Tudor Jones generated an estimated $100 million profit during the 1987 market crash, drawing parallels to current economic instability.

The inaugural route marks a strategic shift in global logistics, coinciding with heightened US-China diplomatic engagements and recent shifts in technology trade approvals.

A combination of significant financial investment and active diplomatic engagement has strengthened ties between the United Arab Emirates and the United States, marking a consolidation beyond traditional security cooperation.

Analysts remain divided on valuation despite 93% revenue growth and strong margin expansion, with RBC and Jefferies maintaining underperform ratings while consensus leans moderate buy.

Advanced Micro Devices reported $11.54 billion in second-quarter fiscal 2026 revenue, driven by a doubling of data centre sales, yet shares fell as Wall Street scrutinised valuation multiples and future capital expenditure.

With revenue up 37.2% in the second quarter and management projecting further growth, investors look to August 19 for confirmation of sustained momentum in industrial and data centre markets.

A hyper-leveraged feedback loop centred on Samsung Electronics and SK hynix has upended South Korea’s markets, prompting urgent policy shifts and raising alarms for US investors with similar exposure.

UBS cites strong cardiac segment performance and new product launches as catalysts for the upgrade, though tariff headwinds and competitive pressures remain key risks for investors.

The bank raised its price objective to $1,344, highlighting that non-US sales of obesity treatments could eventually surpass domestic revenue as the company prepares for the 2027 launch of its oral pill, Foundayo.

United Parcel Service lifted its 2026 revenue forecast to approximately $91.2 billion, citing improved pricing power and a strategic shift away from high-volume, low-margin e-commerce work.

The agreement grants Advanced Micro Devices access to 530 megawatts of capacity across five sites, marking a significant pivot for the former bitcoin miner.

Cash reserves fall to $365.5 billion as the firm acquires Alphabet shares at a discount and boosts buybacks to $4.53 billion in the second quarter of 2026.

The vendor reports Q2 subscription revenue of $3.88 billion and a 98% renewal rate, yet shares remain down 41% over the trailing year as investors weigh workflow software valuations against AI disruption risks.

Shares trade at $37.93 as company reports $247.8 million quarterly loss, driven by non-cash write-downs, while AI cloud revenue nearly doubles to $33.6 million.

Investors are increasingly scrutinising the economics of the AI infrastructure trade, with credit markets flashing caution despite strong equity performance among the sector’s largest players.

The beverage giant reported a 7% rise in net revenue to $13.4 billion and an 11% increase in comparable earnings per share, surpassing Wall Street forecasts as in-stadium campaigns bolstered volume.

New research highlights how caregiving responsibilities are eroding retirement security, with women and those reducing work hours facing the steepest penalties.

The transaction, executed via a Rule 10b5-1 plan established in December 2025, follows a period where Magnite reported a 36% rise in Connected TV contribution and raised full-year guidance.

As of March 2026, the conglomerate holds a 22.5% stake in the credit card giant, which reported a 10% rise in second-quarter revenue driven by millennial and Gen Z spending.

Former intelligence officers allege the Trump administration is eroding institutional checks, amid broader geopolitical tensions in the Middle East and Asia.

A New Jersey-based investment firm is facing scrutiny after selling pre-IPO SpaceX shares for a client without prior warning, reducing the holding’s value from $300,000 to $45,450. Approximately 100 investors have lodged similar complaints with the US Securities and Exchange Commission.

A $130 million theft from Coldcard hardware wallets has coincided with significant capital inflows into spot Bitcoin exchange-traded funds, with the iShares Bitcoin Trust and Fidelity Wise Origin Bitcoin Fund capturing the majority of new assets.