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Nvidia’s stock falls as these two questions dog investors
Wall Street is trying to assess how tariffs would impact the chip sector. Plus, the DeepSeek fallout lingers.MarketWatch - 42m -
Tariffs don’t scare investors, but maybe they should
Perhaps the worst has already been priced in or markets just don’t know where to beginFinancial Times - 3h -
Italy makes a meal of bank takeovers
It is hard to escape the feeling that an opportunity for simplification has been missedFinancial Times - 10h -
Investors wade into bank debt as tariffs bite and key bank regulator is replaced
Bank bond spreads against U.S. Treasurys widened and money flowed into most debt issued by major banks on Monday, in a sign that Wall Street is wading into the sector on the heels of President ...MarketWatch - 7h -
Investors risk overlooking Japan’s green investment opportunities
Plus, the argument for a bet on mental health start-upsFinancial Times - 15h -
Dwyane Wade reveals cancer diagnosis, kidney surgery
"That moment was probably the weakest point I’ve ever felt in my life."The Hill - 3d -
Wade: Had surgery to remove cancerous tumor
Hall of Famer Dwyane Wade said he had surgery on his kidney in 2023, with doctors removing a tumor that was later deemed to be cancerous.ESPN - 3d -
Dwyane Wade reveals he was diagnosed with cancer at 41
Dwyane Wade recalled how a routine checkup turned into a life-changing cancer diagnosis that forced him to confront his own mortality.kidney.NBC News - 3d -
NBA Hall of Famer Dwyane Wade reveals he had cancerous tumor removed from his kidney in 2023
Wade said he had 40 percent of his right kidney removedCBS Sports - 4d -
NBA icon Dwyane Wade reveals cancer diagnosis, surgery
Dwayne Wade underwent kidney surgery in December 2023 after a scan revealed a tumor.CBS News - 4d -
The latest step in Walgreens’ turnaround is a blow to investors
Walgreens has struggled as foot traffic at its stores dwindle and pharmacy business faces slimmer reimbursement rates on prescription drugs.MarketWatch - 4d -
DeepSeek sticks a fork in utility investors’ socket
A slowdown would be better news for the energy transitionFinancial Times - 5d -
Microsoft's underperformance has investors looking to cloud for growth
Microsoft's stock has badly lagged its tech peers in the past year as cloud growth has been basically stagnant in recent quarters.CNBC - 6d -
Why Nvidia investors are spooked by Chinese AI upstart
Short sellers profit as US chipmaker loses nearly $600bn in market value on MondayFinancial Times - 6d -
Why U.S. investors see China's DeepSeek as a threat
Tech stocks plummeted Monday as investors raised concerns about advancements in Chinese artificial intelligence. Last week, the Chinese company DeepSeek released R1, an AI model similar to ChatGPT ...CBS News - Jan. 27 -
India's banking sector slump
Also in this newsletter: China is building the world’s largest dam and Ashish Gupta’s mantraFinancial Times - Jan. 28 -
DeepSeek's rise spooks investors, threatens to upend AI
The rise in popularity of a high-performing and cheaply built Chinese artificial intelligence (AI) model has shaken the confidence of investors, while raising larger questions about the future of ...The Hill - Jan. 27 -
What is DeepSeek, and why is it causing investors to freak out?
Chinese startup DeepSeek has debuted an AI app that challenges OpenAI's ChatGPT and other U.S. rivals, sending a shock through Wall Street.CBS News - Jan. 27 -
Global investors unfazed by PBoC’s warnings on Chinese bonds
Risk of a systemic financial event stemming from bank purchases of the country’s bonds is low, analysts sayFinancial Times - Jan. 27 -
‘A difficult position’: global investors’ verdict on Reeves at Davos
UK chancellor used meetings at Swiss gathering to try and repair relations with business leadersFinancial Times - Jan. 23 -
Trump bashes bank CEOs at Davos: 'Open your bank to conservatives'
President Trump on Wednesday accused two major U.S. banks of discriminating against conservatives during a live event with the CEO of one of those firms. In virtual remarks before a group of ...The Hill - Jan. 23 -
European banks to reward investors with bumper €123bn in payouts
Dividends have exceeded pre-crisis levels while lenders have topped up returns with buybacksFinancial Times - Jan. 23 -
U.S. investors liked the Stargate AI news. Asian investors loved it.
SoftBank shares surged — on five times the previous day’s volume — on Wednesday after the Japanese investment group landed a starring role in an U.S. artificial intelligence infrastructure buildout ...MarketWatch - Jan. 22 -
Investors cautious as Trump signals new tariffs
The US president said he is considering imposing new tariffs on Canada and Mexico from 1 February.BBC News - Jan. 21 -
Zhuric Phelps, Wade Taylor IV help No. 11 Texas A&M beat LSU, 68-57
Zhuric Phelps scored 13 points, fellow guard Wade Taylor IV added 12 and No. 11 Texas A&M beat LSU 68-57 on Saturday nightABC News - Jan. 18 -
Bond funds are offering a ‘double whammy’ for investors
Many of these funds are trading at deep discounts and may have tempting distribution yieldsMarketWatch - Jan. 18 -
JPMorgan Chase is the best performer among U.S. banks. What that means for investors.
Now that the largest six U.S. banks have reported their fourth-quarter results, it is clear that investors are continuing to celebrate the group’s performance. And although the banks have varying ...MarketWatch - Jan. 18 -
Investors better hope inflation and intangibles never meet
Unlike physical assets, those we cannot see have never been tested by rising pricesFinancial Times - Jan. 17 -
Investors urge Walmart not to "give into bullying" on diversity
Some Walmart shareholders say the retailer hasn't offered a good business case for canceling its diversity, equity and inclusion programs.CBS News - Jan. 16 -
Investor interest in defense grows
Yahoo News - Jan. 16 -
What do bond yields mean for equity investors?
Some stocks avoid ripples in the fixed income marketFinancial Times - Jan. 16 -
British activist investor seeks to disrupt Singapore takeover
Palliser Capital accuses OCBC of treating insurer’s minority shareholders unfairly as activist campaigns pick up in AsiaFinancial Times - Jan. 15 -
Footloose CFOs need not scare off investors
A clutch of finance chiefs are heading out the door, but this is all part of the rough and tumble of corporate lifeFinancial Times - Jan. 13 -
Dwyane Wade praises Notre Dame's Hannah Hidalgo after watching her duel with Paige Bueckers, UConn
Wade is fond of Hidalgo's tenacity on the courtCBS Sports - Jan. 8 -
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Bank of England to relax rules for banks and insurers
PRA’s Sam Woods says burden can be eased without ‘race to the bottom’ on financial regulationFinancial Times - Jan. 8 -
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Indian investors rush into highly valued defence stocks
Asset managers have launched specialist funds as push for domestic armaments sends share prices soaringFinancial Times - Jan. 7 -
China rushes to reassure investors as equities and renminbi fall
CSI 300 down 4.2% this year and currency slides to 15-month low as Donald Trump’s return weighs on marketsFinancial Times - Jan. 6 -
Investment banks prepare for crunch year in 2025
Boutiques counting on M&A rebound to support elevated valuations and star hiresFinancial Times - Jan. 6