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Business & Industry

Companies, industrial sectors, manufacturing, and trade coverage.

Business & Industry

Briefing: Ukraine's urgent fight on the financial frontline

Strategic angle: The war-torn country is battling to secure crucial funding from the IMF and EU, as well as putting up taxes.

Business & Industry

Briefing: Jim Farley Tests Chinese Pickups, And He Has Questions

Strategic angle: Ford’s CEO tried several Chinese plug-in pickups in Australia and admits they’re shaking up the market, but they’re no good for hard graft.

Business & Industry

Briefing: Assessing Uranium Energy (UEC) Valuation After Q2 2026 Earnings And ISR Expansion

Strategic angle: A comprehensive analysis of UEC's financial performance and future prospects following their recent earnings report.

Business & Industry

Briefing: 2026 tech layoffs reach 45,000 in March

Strategic angle: More than 9,200 layoffs attributed to AI and automation.

Business & Industry

Briefing: Tapestry (TPR) FQ2 2026 Revenue Rises 14% to Record $2.5B Led by 25% Coach Growth

Strategic angle: Tapestry reports significant revenue growth driven by strong performance from Coach.

Business & Industry

Briefing: Dow Jones Futures: Oil Prices, Iran War Drive Stocks Lower; Nvidia GTC, Micron Earnings Due

Strategic angle: Market sentiment dips as geopolitical tensions and earnings reports loom.

Business & Industry

Briefing: Jim Cramer Says Food Companies Need to Consolidate and Kraft Heinz CEO Steve Cahillane Should Be the One to Do It

Strategic angle: Jim Cramer emphasizes the need for consolidation in the food industry, pointing to Kraft Heinz's CEO as a key player.

Business & Industry

Briefing: Assessing USA Rare Earth (USAR) Valuation As Market Weighs Magnet Capacity And LCM Acquisition Risks

Strategic angle: An in-depth analysis of USA Rare Earth's valuation amidst market concerns over magnet capacity and acquisition risks.

Business & Industry

Briefing: Uber ex-CEO Kalanick rebrands latest venture Atoms, expands into mining and transport

Strategic angle: Travis Kalanick is renaming City Storage Systems to Atoms, while focusing on robotics for mining and transportation.

Business & Industry

Briefing: Palantir's technology gives the West a critical edge in Middle East, CEO Alex Karp says

Strategic angle: Palantir CEO Alex Karp sat down exclusively with CNBC to discuss the Iran war and how AI is being used in wartime.

Business & Industry

Briefing: China Car Sales Tumble 34%, Yet Exports Surge 58%

Strategic angle: A reduction in subsidies, a holiday period, and overall softening in the Chinese market resulted in a wholesale drop in February.

Business & Industry

Briefing: Alpine's Beloved Sports Car Is One Step Closer To America

Strategic angle: Alpine CEO Philippe Krief confirmed that the A110 is undergoing crash testing in the US.

Business & Industry

Aurora Mobile (JG) Q4 2025 Earnings Transcript

Insights and financial performance from Aurora Mobile's fourth quarter earnings call.

Business & Industry

Briefing: Serbia imports more arms than other Western Balkan states

Strategic angle: Data from the Stockholm International Peace Research Institute highlights Serbia's leading position in military imports within the region.

Business & Industry

Briefing: TSA Workers Face First Paycheck Delay Amid DHS Funding Stalemate

Strategic angle: As the Senate struggles to reach an agreement on funding, TSA employees are set to miss their first paycheck due to the ongoing government shutdown.

Business & Industry

Briefing: BMW iX3 Demand Is So High That The Factory Is Already Doing Double Shifts

Strategic angle: BMW said demand for the iX3 is “significantly exceeding expectations,” with orders running “well into this year.”

Business & Industry

Briefing: China Orders Immediate Ban on March Fuel Exports, Sources Say

Strategic angle: Reuters reports on China's sudden decision to halt fuel exports for March.

Business & Industry

Briefing: Soft Job Market Hurt Paycom (PAYC) Despite Delivering Above-Market Revenue Growth

Strategic angle: Despite exceeding revenue expectations, Paycom faces challenges due to a soft job market.

Business & Industry

Briefing: Rheinmetall Sees Sales Growth of Up to 45% in 2026, Says It's in 'Prime Position' to Arm the U.S. Amid War in Iran

Strategic angle: Arms maker Rheinmetall reported full-year sales that grew 29% year-over-year and anticipates even greater revenue growth this year.

Business & Industry

Briefing: Red states hit hardest by reduced NIH funding

Strategic angle: Epstein's "great friend" returns to biotech, sex differences in suicide, and other health news from Morning Rounds