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The AI trade is no longer a single trade. After two years in which the largest beneficiaries of the generative AI capital cycle moved together with unusual coherence, the past several sessions have produced a sharp internal divergence. Meta Platforms (NASDAQ:META), Nvidia (NASDAQ:NVDA) and …
Intel Corporation (NASDAQ:INTC) has emerged as the standout mover among large-capitalisation US equities over the past week, with the stock advancing roughly 20% across five trading sessions and reclaiming levels not seen in more than a year. The move has been driven by a …
Microsoft Corporation (NASDAQ: MSFT) closed lower on Friday despite reporting another quarter of double-digit revenue and earnings growth, illustrating how rapidly the bar for the world's most valuable software franchise has been raised. With trailing twelve-month capital expenditure now running well above $90bn and …
The trial that opened this week in New Mexico is the first full-merits proceeding by a US state attorney general to allege specific child-safety failures across Meta Platforms' core social products and to seek structural injunctive relief that would alter how those products are …
The trial that opened this week in a California courtroom is, on the surface, a contractual and structural dispute between Elon Musk and OpenAI, the artificial intelligence company he co-founded and later left. In substance, it is the most consequential corporate-governance case the AI …
The world's largest publicly listed oil and gas companies have used their first-quarter earnings cycle to deliver an unusually coordinated warning. In separate but conceptually aligned remarks, executives from Shell (NYSE:SHEL), BP (NYSE:BP), ExxonMobil (NYSE:XOM), Chevron (NYSE:CVX) and TotalEnergies (NYSE:TTE) have argued that even …
Cross-asset prices in early May 2026 carry the signature of a market that already believes a Middle East de-escalation is the central case. Brent futures sit closer to the lower end of their range, the gold rally has paused, defence stocks have lagged the …
A familiar paradox is back at the centre of global markets this spring. Oil tankers are taking longer routes around the Arabian Peninsula, war-risk insurance premia in the Gulf have widened, and policymakers in Washington, Brussels and Riyadh are once again on near-permanent shuttle …
President Donald Trump's second-term administration is reviewing a fresh Iran peace framework while pointedly declining to take the option of additional military strikes off the table — a posture that has set off a familiar but high-stakes recalibration across global asset markets. For institutional …
The co-CEO structure, long treated by governance specialists as an awkward exception to the unitary chief executive model, is having an unexpected moment. A growing list of listed companies — spanning enterprise software, asset management, advertising and consumer goods — has either appointed or …
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