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Latest Articles

Ares CEO Signals Private Equity Expansion Could Be Considered

Ares CEO Signals Private Equity Expansion Could Be Considered

Ares Management Corp Chief Executive Michael Arougheti said the firm could logically broaden its private equity footprint, but only if any acquisition satisfied a range of strategic, cultural and financial criteria. His remarks followed media reports that Ares had been in acquisition discussions with a smaller company in the private markets.

Corteva Shares Plunge After Q2 Revenue Miss and Large Pension Payment

Corteva Shares Plunge After Q2 Revenue Miss and Large Pension Payment

Corteva shares slid about 8.6% in morning trading after the company reported second-quarter revenue that fell short of analyst expectations. While adjusted EPS topped estimates and management nudged up full-year earnings guidance, the revenue shortfall in Corteva's most seasonal quarter, a sizable discretionary pension contribution due imminently, …

GE Vernova Extends Rally as Analysts Reappraise Post-Earnings Selloff

GE Vernova Extends Rally as Analysts Reappraise Post-Earnings Selloff

Shares of GE Vernova climbed 4.8% in morning trading to $1,029.07 as investors bought into a rebound from a steep post-earnings decline. Analysts have widely characterized the initial selloff as an overreaction to a quarter that featured record orders, raised guidance and strong contract wins, prompting several price-target increases that now sit w…

Mizuho Says Concerns Over CXMT DRAM Flood Are Overstated

Mizuho Says Concerns Over CXMT DRAM Flood Are Overstated

Mizuho's TMT team pushed back on investor fears that Chinese memory maker CXMT will overwhelm the DRAM market following its IPO. The bank estimates CXMT's DRAM bit growth will trail the industry in 2027, capping its global share at about 8% and producing a 2026-2028 CAGR roughly in line with peers. Analysts point to equipment service suspensions, a…

Euronext Shares Jump After Quarter of Record Revenue, Margin Expansion

Euronext Shares Jump After Quarter of Record Revenue, Margin Expansion

Euronext rose sharply after posting Q2 2026 results that exceeded analyst expectations across major metrics. Underlying revenue and income hit €544.4 million, adjusted EBITDA climbed to €360 million with a 66.1% margin, and adjusted EPS of €2.42 topped forecasts. The beat, broad segment growth and a constructive market environment drove a 5.7% intr…

SEALSQ Launches Commercial Phase of Miraex Quantum Photonics Technology Following Strategic Acquisition

SEALSQ Launches Commercial Phase of Miraex Quantum Photonics Technology Following Strategic Acquisition

SEALSQ Corp announces the commercial launch of Miraex's advanced quantum photonics technology after acquiring the Swiss firm. This move completes a key layer in SEALSQ's Quantum Sovereign Vertical Stack, integrating semiconductors, post-quantum cryptography, quantum networking, and computing. The company aims to offer end-to-end sovereign quantum i…

EU Clears PIF-Led $55 Billion Takeover of Electronic Arts Under Subsidy Rules

EU Clears PIF-Led $55 Billion Takeover of Electronic Arts Under Subsidy Rules

The European Commission has approved the $55 billion acquisition of Electronic Arts by Saudi Arabia’s Public Investment Fund and a consortium of investors under the EU’s Foreign Subsidies Regulation, according to a commission filing. Electronic Arts reported it had secured all required regulatory approvals as of July 30 and said it expects the tran…

Situational Awareness Fund Plunges 67% in July After Heavy AI Stock Losses

Situational Awareness Fund Plunges 67% in July After Heavy AI Stock Losses

Leopold Aschenbrenner’s AI-focused hedge fund, Situational Awareness, experienced a 67% decline in portfolio value in July following sharp losses in AI-related equities. The fund sold the bulk of its stock holdings this week to billionaire Ken Griffin’s Citadel and has largely exited its public equity positions. Despite the setback, the fund is rep…

Taiwan Posts 12.92% Q2 Growth Fueled by AI Supply-Chain Activity

Taiwan Posts 12.92% Q2 Growth Fueled by AI Supply-Chain Activity

Taiwan's economy grew 12.92% year-on-year in the second quarter, driven by strong demand linked to the island's role in the global AI supply chain. Exports rose sharply, while analysts weigh implications for monetary policy and mid-year momentum after a faster first-quarter expansion. Key data points: Q2 GDP +12.92% YoY; Q1 GDP +14.55% YoY; Q2 exp…

QTREX Proprietary Quantum Interconnect Platform Exceeds Performance Requirements Established by Strategic Partners

QTREX Proprietary Quantum Interconnect Platform Exceeds Performance Requirements Established by Strategic Partners

QTREX Quantum Ltd. announced that its proprietary printed coaxial quantum interconnect platform has exceeded the RF performance requirements set by its strategic partners in the qualification process. The platform demonstrated superior performance in broadband transmission, isolation, timing precision, and manufacturing consistency, addressing crit…