Anthropic CEO Dario Amodei negotiates Pentagon AI access amid supply chain risk threats and surveillance red lines.

Millicom (TIGO) 2025 results show margin expansion and strong FCF, but leverage and integration risks rise. Read here for ...

AES Corporation is being acquired by a BlackRock/EQT-led consortium for $33.4B. Learn more about the deal and my ...

Royce Micro-Cap Fund gained 13.3% in 2025, lagging its benchmark despite strong sector performance. Read the full analysis ...

SaltLight returned 30.78% in 2025 and launched a new global fund while increasing its NVIDIA position. Read the full analysis ...

Liquidity remains a concern for Hilton Grand Vacations, with net debt/EBITDA at 8.4x, though debt maturities are manageable.

Nomura Tax-Free USA Intermediate Fund returned 1.01% in Q4 2025, trailing its benchmark. Read the full analysis for more ...

Morgan Stanley plans to cut 2,500 jobs (3%) across business units despite strong 2025 results, amid AI-driven layoffs.

The spike in U.S. diesel futures supports the view that the bull move in energy markets is far from over, Ritterbusch and ...

Quercus Fund reports 137.2% accumulated returns since 2020, significantly outperforming benchmarks. Read the full analysis ...

TCI Fund Management’s Q4 2025 13F portfolio rose to $53.65B. Click here to read more about the stake increases and decreases ...

Ecuador-US joint military operation targets Los Choneros & Los Lobos, boosting anti-drug security ties as violence surges.