Briefing: Micron rides memory price spike into earnings with stock up 62%, drubbing its tech peers
Strategic angle: As generative AI models get more sophisticated, companies need more memory and faster memory, Micron CEO Sanjay Mehrotra said in January.
Briefing: Nutanix (NTNX) Fell Following a Cut in its 2026 Revenue and Earnings Forecast
Strategic angle: Nutanix's stock price declined after the company revised its financial outlook for 2026.
Briefing: IBM completes $11bn Confluent acquisition
Strategic angle: IBM has finalized its acquisition of Confluent for $11 billion, enhancing its data capabilities.
Briefing: Drone company backed by Erik Prince surges 500% in Wall Street debut
Strategic angle: Swarmer jumped to a $380mn market cap after its IPO
Briefing: VinFast Sold Less Than 1,500 Cars In The US, So Naturally It’s Building A Factory
Strategic angle: The Vietnamese automaker moves to revive its North Carolina factory plans as global sales climb, even while US market challenges test its long-term strategy.
Briefing: Lululemon reports weak guidance as proxy battle, tariffs weigh on bottom line
Strategic angle: Lululemon topped fourth-quarter estimates but gave weaker-than-expected sales and earnings forecasts for 2026.
Briefing: US to Probe Chemical Imports; Rare Earth Development Advances in Brazil
Strategic angle: March 17 Business Watch highlights key developments in the chemical and rare earth sectors.
Briefing: Audi Is Finally Building The SUV US Dealers Wanted, With A Rivian Surprise Coming Next
Strategic angle: The Audi CEO admitted that European brands have fallen behind the US and China in terms of technology.
Briefing: Nissan joins Toyota, Honda in plans to export U.S. cars to Japan
Strategic angle: Nissan will export the Murano SUV built in Smyrna, Tennessee beginning early next year, marking a significant return of American-made cars to Japan.
Briefing: Tim Cook squashes retirement rumors, says he 'can't imagine life without Apple'
Strategic angle: Apple CEO Tim Cook's comments on 'Good Morning America' address recent executive changes and the company's AI strategy.
AeroVironment (AVAV) Reports $408M FQ3 2026 Revenue and 143% Year-Over-Year Growth
AeroVironment achieves significant revenue growth in the third quarter of fiscal year 2026.
Briefing: European markets need to get their act together, CEO of Norway’s $2 trillion wealth fund says. ‘The winner takes it all’
Strategic angle: Nicolai Tangen, CEO of Norges Bank Investment Management, warned Europe is facing a crisis and that 'it is time to act.'
Delta, American raise revenue guidance, citing growth in demand
Delta and American Airlines report increased revenue expectations due to strong demand recovery.
Briefing: Wickes Group H2 Earnings Call Highlights
Strategic angle: Key insights from Wickes Group's second half earnings call.
Briefing: Amazon rolls out 1-hour, 3-hour delivery as ultrafast shipping trend grows in the U.S.
Strategic angle: Amazon is speeding up deliveries even further after investing significant money and resources to make same-day shipping the standard.
Briefing: Atlantic Lithium lands a further $16.4m of funding to advance Ewoyaa
Strategic angle: Proactive financial news on Atlantic Lithium's latest funding round.
Briefing: Koenigsegg’s Next Big Launch Might Not Be A Car
Strategic angle: A Swedish hypercar company that sells $2 million cars may soon open to investors after rapid growth, a stake sale, and signs of IPO planning.
Briefing: Africa particularly vulnerable as Iran conflict disrupts supply chains, say experts
Strategic angle: Experts warn that the ongoing conflict in Iran is severely impacting food production in Africa due to disrupted fertiliser supplies.
Trump urges other nations to help secure shipping through Strait of Hormuz
Trump calls for international cooperation to ensure safe passage in a critical shipping lane.
Briefing: The AMC Eagle Turbo-Diesel Was The Performance Version, And One Still Exists
Strategic angle: The diesel version of American Motors' Eagle was factory-authorized, but only seven were ever built.