Western Digital's $2 Trillion Panic Western Digital had effectively sold its entire 2026 hard-drive output before its shares fell 17% on November 5. Its seven largest customers had placed firm ord… finwiz 31 minutes ago 0
Scentre’s $30m Buffer May Expire Before Higher Rents Arrive David Jones occupies about 200,000 square meters across 17 Westfield centers, paying $352 per square meter in gross rent against Scentre Group’s portfolio aver… finwiz 13 hours ago 0
European Solar Stocks Just Rallied Over US Election Results Solaria’s documented solar portfolio consists of approximately 5.6 gigawatts of projects in Spain, Italy and Portugal, developed without dependence on renewable… finwiz yesterday 0
DoorDash’s 25% Instacart Premium Has No Proven Payback The nearly 60% market-share figure being used to oppose DoorDash’s acquisition of Instacart comes from an anti-monopoly advocacy group, not an independently est… finwiz 6 days ago 0
Frasers’ Hugo Boss Bet Faces a €501 Million Cash Test The €7.6 million the Frasers Group spent to lift its stake in Hugo Boss to 50.08% is dwarfed by a separate, conditional cash exposure: counterparties could requ… finwiz 13 days ago 0
Apple’s Foldable Must Add Profit, Not Just Shift Pro Sales Selected suppliers were reportedly instructed to reduce component orders for Apple's iPhone 18 Pro and Pro Max by 15–20% in October. Reporting linked the cuts t… finwiz 15 days ago 0
UK Jackdaw Gas Field Approved: But Will Imports Drop? Jackdaw is being described as 99.9% complete, and the UK government expects the North Sea gas field to begin supplying the country by the end of October 2026. Y… finwiz 15 days ago 0
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… icpress 27 days ago 0
Mercedes’ 52% EV Surge Can’t Replace China’s Lost Mix Mercedes-Benz’s strongest third-quarter number is also the one easiest to overread: electric passenger-car sales rose 61% to a record 68,400, while battery-elec… finwiz 29 days ago 0
How Poland’s New Gdańsk Project Changes LNG Gaz-System has already secured something many European LNG projects do not have before commissioning: customers willing to commit for years. ORLEN has reserved … finwiz 29 days ago 0
Fuel Masked Australia’s Spending Drop Before RBA Hike August household spending was flat, but only because fuel expenditure jumped 8.1%; without fuel, total spending would have fallen 0.3%. That matters more than O… finwiz one month ago 0
Trump’s Cuts Outrun Congress’s Clock The most consequential number in President Donald Trump’s $810 million rescission package is not the amount being cut. It is five: the request reached Congress … finwiz one month ago 0
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 one month ago 0
$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 one month ago 0
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 3 months ago 0
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 3 months ago 0
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 3 months ago 0
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 3 months ago 0