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China’s growing military activity makes a shift to war harder to spot, Taiwan warns
Unlock the Editor’s Digest for freeRoula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter.Taiwan’s defence…
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Federal Reserve cuts rates by half a point and signals era of easing has begun
Unlock the Editor’s Digest for freeRoula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter.The Federal…
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US restricts co-operation with Kosovo after ethnic tensions flare up
The US has outlined punitive actions against Kosovo for stoking ethnic tensions that led to…
Mondelez: When Strong Brands Are Properly Managed, Results Follow (NASDAQ:MDLZ)
Six months ago, I laid out my most recent investment thesis on Mondelez (NASDAQ:MDLZ) stock…
Hardline Republicans pledge to torpedo US debt ceiling deal
Hardline Republican lawmakers vowed to “do everything” in their power to stop a bipartisan deal…
Merck: Buy With Strong Upside If Keytruda Patents Extended
Investment Overview - Why Big Pharma Company Valuations Often Seem To Defy Logic Of all…
Mercedes chief hits out at EU tariffs set to penalise carmakers
The head of Mercedes-Benz has called for a delay in post-Brexit rules that would add…
Nvidia Will ‘Still’ Surpass Apple’s Valuation (NASDAQ:NVDA)
My coverage on Nvidia Corporation (NASDAQ:NVDA) as an AI (artificial intelligence) leader began in 2018…
Purdue Pharma allowed to shield Sackler owners from opioid lawsuits
Members of the Sackler family who own Purdue Pharma can be shielded from lawsuits linked…
WTAI ETF: Diversified ETF To Play Emerging AI Innovators (BATS:WTAI)
The recent earning smash by NVIDIA (NVDA) has taken the investing world by storm. ChatGPT…
Shadow bank funding creates risks for big eurozone lenders, warns ECB
The largest eurozone lenders are exposed to “spillovers” of stress from outside the banking system,…
PTC: M&A, Guidance, Further Innovation Implies Undervaluation
PTC Inc. (NASDAQ:PTC) delivered beneficial revenue growth and FCF expectations for the coming years. I…
US-UK trade deal off the table as Sunak plans visit to Washington
UK prime minister Rishi Sunak will fly to Washington next week for a meeting with…
Is Intuit’s Stock A Buy After Earnings? (NASDAQ:INTU)
Introduction Intuit (NASDAQ:INTU) reported earnings last week, and the market did not like them much.…
Nvidia hits $1tn market cap as chipmaker rides AI wave
Nvidia has become the first chipmaker to hit a $1tn valuation, leading a surge of…
SCHH And VNQ: Ratings Upgraded To Buy (NYSEARCA:SCHH)
Thesis and Background This is an update to an article we published on the REIT…
Spanish inflation falls more than expected to 2.9%
Spanish inflation has dropped to 2.9 per cent, its lowest level for almost two years,…