Financial News & Analysis
AI-analyzed market intelligence from trusted sources
India Plans to Cut Reliance on Middle East Oil After War Shock
India plans to diversify oil imports away from Middle East after Iran war shock, increasing spot purchases.
FirstFT: How Elliott spawned a new army of activists
Elliott Management's activist approach has inspired a new wave of activist investors, potentially increasing corporate restructuring and M&A activity.
EU must choose which sectors to protect or face exodus, warns Covestro chief
Covestro warns EU must protect sectors or face exodus, investing €4bn in China and UAE.
EU and China buy time to avoid trade fight as Brussels demands deficit cuts
EU and China negotiate to avoid trade war; EU demands deficit cuts from members.
Figuring out the Fed in the ‘say less’ era
Fed communication shift to 'say less' era and small-cap vulnerabilities highlighted.
Industry lobbyists push House committee to block a ban on Pentagon defense contractors buying back...
Defense lobbyists push to block Pentagon approval of stock buybacks, preserving shareholder returns.
AeroVironment soars 19% on earnings beat, backlog grows to $1.2 billion
AeroVironment beats earnings, backlog grows to $1.2B, stock surges 19%.
SpaceX bulls are back betting on huge, fast gains as Rocket Lab surges
SpaceX and Rocket Lab gains signal renewed investor enthusiasm in space sector.
Salesforce is on an AI buying spree, but Wall Street still has its doubts
Salesforce's AI buying spree signals aggressive investment, but Wall Street doubts persist.
Apple supplier Luxshare seeks up to $3.1 billion in Hong Kong share sale
Apple supplier Luxshare seeks up to $3.1B in Hong Kong share sale, diluting existing shareholders.
CNBC's The China Connection newsletter: U.S.-China tech rivalry heats up—in other countries
U.S.-China tech rivalry expands to third countries, with government support for companies going global.
Supreme Court rules Trump cannot fire Fed Governor Lisa Cook for now
Supreme Court blocks Trump from firing Fed Governor Lisa Cook, preserving Fed independence for now.