Investors are once again paying close attention to Michael Burry after the Big Short investor revealed he has taken a short position against Nebius. With the company scheduled to report earnings this week, Burry’s public bet has added a layer of tension to the stock’s performance. His skepticism likely stems from a combination of the
When Alphabet formed in 2015 as the parent company of Google, it was already poised for dominance through its massive advertising engine and expanding cloud services. While those core businesses have delivered impressive returns for shareholders over the last decade, one specific strategic bet from that era has quietly turned into an absolute windfall. Nearly
Investors showed a surprising appetite for risk last month, funneling roughly 2.3 billion dollars into high yield bonds throughout July. This surge suggests that many traders are becoming increasingly comfortable with lower rated debt, betting that economic conditions will remain stable enough to support companies with weaker credit profiles. The influx comes at a time
JPMorgan Chase is placing a massive nine figure bet on the future of global sports by becoming the first ever global banking partner for the 2028 Los Angeles Olympics. While the exact financial details remain private, industry estimates suggest such high level sponsorships can exceed 200 million dollars over a four year cycle. This move
The latest edition of the 50 Over 50 list highlights a powerhouse group of women who are redefining leadership within the high stakes world of finance and investment. From overseeing multi billion dollar asset pools to pioneering new banking models, these executives prove that experience remains the ultimate currency in an evolving economy. Whether they
In an industry often associated with relaxation, things have turned aggressive between two of the biggest names in cannabis. U.S.-based Curaleaf has launched a hostile takeover bid for its Canadian counterpart, Aurora Cannabis, after multiple failed attempts to open a dialogue with Aurora’s leadership. The move comes as Curaleaf seeks to expand its footprint beyond
Applied Digital is not an AI story that needs the AI trade to keep working. That is the part the market keeps getting wrong. At $28.95 a share on 11 August 2026, Applied Digital (Nasdaq: APLD) carries a market capitalisation of roughly $8.44bn against approximately $36bn of contracted base-term lease revenue the company disclosed alongside
IREN’s revenue is going backwards. That single fact is missing from almost every bullish write-up of this stock, and it is the most important number in the file. In the quarter ended 31 March 2026, IREN Limited (Nasdaq: IREN) reported revenue of $144.8m — down from $184.7m the previous quarter — alongside a net loss
Palantir is not expensive because investors are irrational. It is expensive because it is doing something almost no software company has ever done, and the multiple is the market’s clumsy attempt to price that. At $172.52 a share on 11 August 2026, Palantir Technologies (Nasdaq: PLTR) carries a market capitalisation of roughly $414.4bn against full-year
Key facts Gold rose ~7% on the week to $4,340.70/oz — its strongest weekly showing since mid-January and a seven-week high. US nonfarm payrolls fell by 23,000 in July against expectations for an 80,000 gain, reshuffling Fed rate expectations. September Fed hike odds dropped to ~44%, down from 67% a week earlier, with the Fed