AI Race’s Final Upgrade: Beware the Gap Marvell’s October 6 Investor Day may have marked a turning point in the AI semiconductor valuation cycle. Management dramatically raised the company’s long-term ambitions, analysts quickly moved their… icpress 10 days ago
Energy’s 106% Earnings Still Comes With Multiple Compression S&P 500 Energy has already produced the combination that usually attracts the most scrutiny after an oil shock: earnings expectations have risen sharply while t… finwiz 18 days ago
$279 Billion Bet Shadows NVIDIA’s $235 Billion Buyback NVIDIA has $235 billion of remaining repurchase capacity that it expects to use through fiscal 2028, while its disclosed future commitments total roughly $366 b… finwiz 20 days ago
Europe’s Cheap China Inputs Mask a Rare-Earth Chokehold Europe’s immediate problem is not whether China has admitted it built too much. It is that the admission has arrived while Chinese exports remain cheap, Europea… finwiz 2 months ago
Boeing’s $2.66 Million Fix Masks a 2,300-Jet Quality Test The figure that matters least is the one likely to dominate the first wave of coverage: $2.66 million. That is the FAA’s upper estimate for inspecting passenger… finwiz 2 months ago
Hosts Win Open Models’ Margin as Alibaba’s EBITA Jumps 57% Alibaba’s most important AI number is not Qwen’s 700mn downloads. It is the 57 per cent increase in adjusted EBITA reported by its cloud division alongside a 38… finwiz 2 months ago
Saudi Rerouting Turns Voyage Time Into VLCC Pricing Power Two tankers carrying Saudi crude turned north in the Red Sea after the Houthi warning, while a third vessel heading empty toward Yanbu also reversed. None had r… finwiz 2 months ago
Exxon’s Non-Gulf Barrels Mask a Five-Year Qatar Risk A 6 per cent production loss should have defined ExxonMobil’s first quarter. Half of the outages came from a Qatari LNG complex in which Exxon is a partner, and… finwiz 3 months ago
Markets Profit Beat Masks Axis Bank’s 97% Funding Squeeze Axis Bank’s quarterly net profit rose 23 per cent, but its operating profit increased only 1.3 per cent. That gap matters more than the earnings beat. The bank … capitalq 3 months ago
Markets Volvo’s 1.1% Margin Hides China’s Fixed-Cost Trap Risk Foreign carmakers’ combined share of China’s passenger-vehicle market has fallen from 60.8% in 2019 to 34.8% in 2025, yet Chinese luxury new-energy vehicle sale… finwiz 3 months ago
TSMC’s $100 Billion Arizona Bet Still Lacks New Money TSMC’s first Arizona fab has been in high-volume production since the fourth quarter of 2024; its second is complete, with output expected in the second half of… finwiz 3 months ago
China’s Export Boom Is Warehousing a 28-Month EV Glut China exported more than 1mn cars in June for the first time. At home, vehicle sales fell by more than 16%. That divergence matters more than the record shipmen… finwiz 3 months ago
The Secret Threat to Nvidia's $91B Forecast Nvidia’s new Asian customer gate has produced a concrete commercial result before a regulatory one: more than half of the company’s previous buyers failed the f… finwiz 3 months ago
US Treasury Borrows Against an Unproven $300B Tariff Fix The Treasury has already paid the price of the administration’s first tariff regime; it has not yet collected the benefit of the second. Refunds reached US$49.2… finwiz 3 months ago