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Companies GlobalFoundries Marvell chip deal expands Vermont capacity
The GlobalFoundries Marvell chip deal adds SiGe capacity in Vermont for AI optical connectivity - but no price tag, unlike GF's past mega-deals.
Companies CoreWeave Launches $3bn Convertible Notes Offering
CoreWeave's convertible notes offering totals $3bn, its third such debt raise in under a year, as losses widen alongside surging AI revenue.
Companies PensionBee Profit Outlook Sharpens as UK Unit Hits Positive EBITDA
PensionBee's profit outlook is sharpening in a way that was not visible even twelve months ago, with the UK business now generating positive adjusted EBITDA and the group as a…
Companies Hong Kong Undervalued Stocks: Three Picks From Fidelity’s China Fund
ANTA Sports, Contemporary Amperex Technology and China Resources Land represent three Hong Kong undervalued stocks that Dale Nicholls, portfolio manager of Fidelity China Special Situations PLC, believes the market has…
Property The Grassroots Property Tax Revolt Is Rewriting State Budgets From the Bottom Up
In a single reassessment cycle, the assessed home value of a woman in a suburban area of Ohio increased by almost fifty-two percent. She didn't make any sales. She didn't…
Companies Generac Amazon deal sends stock up ~32%, but $8bn is a ceiling
The Generac Amazon deal lifted the stock ~32%, but only $2.4bn of the $8bn headline figure is actually scheduled to be delivered.
Companies Rolls-Royce Shares Price Target: What the H1 Numbers Actually Say
The debate around the Rolls-Royce shares price target has intensified since the company published its H1 2025 results on 31 July 2025, showing underlying operating profit of £1.7bn, a 50%…
Companies JD Sports Cuts Profit Guidance as North America Sales Slide
JD Sports profit guidance was cut sharply on 20 August 2026, sending shares down as much as 15% and wiping roughly £545m of market value in morning trade. The trigger…
Companies Merz’s Collapse Spells Out an Andy Burnham Fiscal Warning
The trajectory of Friedrich Merz carries a direct Andy Burnham fiscal warning: abandoning an election mandate to borrow your way out of a tight spot courts a political and market…
Companies Bessent Yen Intervention Loses Half Its Gains as Yield Gap Persists
The Bessent yen intervention has surrendered roughly half its initial gains, leaving currency markets in a standoff with the US Treasury more than a fortnight after the first coordinated G7…
Companies HII lands Army task order for airdrop tech, value undisclosed
HII's Mission Technologies unit won a new HII Army task order for airdrop and combat-feeding research - five years, value undisclosed.
Companies Apple Memory Cost Pressure Clouds AAPL Outlook After Record Q3
Apple's memory cost pressure emerged as the central concern for AAPL investors after the company posted a record third-quarter result on 30 July 2026, sending the shares down roughly 6%…
Companies Lloyds Banking Group sell rating persists despite 151% five-year return
The Lloyds Banking Group sell case has hardened even as LLOY has handed long-term holders a 151% gain over five years, with every £1,000 invested in mid-2020 worth approximately £2,510…
Business Comcast Stock Price Drop: What the CFO Said That Spooked the Market
A company the size of Comcast, with 179,000 workers, a market capitalization of almost $90 billion, theme parks, and broadcast networks under its control, losing almost 7% of its stock…
Companies Tina Fordham: Geopolitical Risk Is Permanent, Not a Phase to Survive
Tina Fordham's thesis on geopolitical risk is unsparing: the era of ignoring politics ended, and it is not coming back. Speaking ahead of the September 2026 publication of Mad World:…
Companies Michael Dell’s DFO leads $7.7bn Baldwin Insurance take-private deal
Michael Dell's family office DFO Management is behind a $7.7bn Baldwin Insurance take-private deal at $32.50 a share, an ~88% premium.
Companies UK Housebuilders Planning Reform: Six Stocks for the Upturn
The UK housebuilders planning reform agenda under Andy Burnham has given long-suffering sector stocks a jolt of momentum, but the structural picture beneath the rally is more complicated than a…
Companies Barclays Shares Rise Again: Can BARC Repeat the Trick Into 2027?
Barclays shares rise has become a fixture of the FTSE 100 conversation, and the past twelve months added another chapter: BARC delivered a total return of roughly 37%-47% depending on…
Companies How To Claim Working From Home Tax Relief Before the Rules Change for Good
The majority of people who have worked from home in recent years are unaware that they might be in debt. It's also not a tiny symbolic sum; depending on the…
Companies Selling Part of Your Garden Could Fetch Up to £400,000
Selling part of your garden to a developer can generate sums from £30,000 to £400,000, depending on where you live and whether planning permission is already in place, but the…
Companies How a Momentum Investing Strategy Works — and Why Even Terry Smith Is Listening
A momentum investing strategy is built on a deceptively simple premise: buy assets that are rising and sell those that are falling. As of 18 August, the MSCI World Momentum…
Companies Mini Bond Investor Warning Renewed After Woodville’s £390m Collapse
The Financial Conduct Authority (FCA) has issued a fresh mini bond investor warning, five years after it banned the mass-marketing of speculative mini-bonds to retail investors, citing the July 2026…
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