LVMH Q4 preview: all eyes on Fashion and a fragile China
LVMH will report full-year 2025 results (with Q4 detail) on Tuesday, Jan 27 after the Paris close, followed by a management webcast...
The Week Ahead (Jan 26–30): Big Tech Earnings, Central-Bank Signals, and Europe’s First Growth Check
Investors head into the final week of January with a dense lineup of catalysts spanning mega-cap tech results, a key...
Intel Q4 2025: revenue dips, DCAI grows, 18A ramps; cautious Q1 guide as supply tightens
Intel closed 2025 with mixed results: top line slipped year over year as Client softened, but Data Center & AI...
Microsoft wins $170.4M U.S. Air Force cloud task order; Azure deepens defense foothold
Microsoft has secured a $170.4 million firm-fixed-price task order to deliver Azure cloud services for the U.S. Air Force’s Cloud...
Nvidia’s Jensen Huang at Davos 2026: “largest infrastructure buildout in human history”
Nvidia CEO Jensen Huang used the World Economic Forum stage in Davos on January 21, 2026 to make a blunt...
Gold Blasts Through $4,700; Silver Tops $95 as “Greenland Tariffs” Ignite Safe-Haven Stampede
Key takeaways: Spot gold ripped to fresh record highs above $4,730/oz on January 20, while silver pierced $95/oz for the first...
Netflix Q4 2025 Earnings Preview: What to Expect Tomorrow
The Short Version Netflix is set to report Q4 2025 results on January 20, 2026. Street consensus points to strong double-digit revenue growth, modest...
Copper & Uranium 2026: Targeted Commodity Exposure for the Electrification Decade
In 2026, electrification and nuclear life-extensions turn copper tightness and uranium term contracting into targeted, cash-visible commodity trades. Thesis &...
Power, Utilities & the AI Energy Grid 2026: Investing Where Electricity Becomes the Bottleneck
As compute demand surges, electricity becomes the governing constraint in 2026, turning regulated utilities, grid equipment, and data-center power/thermal into...
PayPal x Paychex: Early Paychecks Land in Employees’ Wallets—Here’s Why It Matters
Date: Thursday, January 8, 2026 (Europe/Berlin) PayPal and Paychex have struck a partnership that lets employees of Paychex client companies receive...