Stocks
El Mencho Is Dead. Now the Real Risk for Mexico’s Markets Begins.
El Mencho's killing sparks cartel retaliation across Mexico, rattling the peso, disrupting freight and tourism, and raising succession-crisis risk for investors.
Stocks
OpenAI Enlists McKinsey, Accenture, BCG, and Capgemini in Multiyear Frontier Alliance and SaaS Stocks Are Feeling the Pressure
OpenAI signs multiyear Frontier Alliance deals with McKinsey, BCG, Accenture, and Capgemini as SaaS stocks crater amid AI agent disruption fears.
Stocks
stc Posts Record SR77.8 Billion Revenue – but the Real Story Is What It’s Building Next
stc group posts record SR77.8B revenue and 12.5% adjusted profit growth as its $13B center3 data center bet targets 1GW capacity by 2030.
Stocks
Ford Took Its Biggest Write-Down Since 2008 and the Stock Rallied Anyway
Ford took a $19.5B EV write-down and posted its worst GAAP loss since 2008 — yet shares rallied on $8-10B EBIT guidance and a $30K electric pickup bet for 2027.
Asia Pacific
India’s Stock Market Seeks New Catalysts Despite Strong GDP Outlook
Indian equities hover near 82,800 after FIIs pulled a record $18 billion in 2025 — yet the government just unveiled a $200 billion AI infrastructure push, Morgan Stanley targets Sensex at 95,000, and corporate earnings are expected to rebound 12–15%.
Stocks
Rolls-Royce Soars to All-Time High as FTSE 100 Breaks Records — but the Valuation Question Won’t Go Away
Rolls-Royce shares hit a record £13.26 as the FTSE 100 sealed another all-time high. Defence stocks led the rally — but at 36 times earnings, how much good news is already priced in?
Asia Pacific
POSCO Burns $439 Million in Shares While Profits Halve — and Tariffs Aren’t the Main Villain
POSCO Holdings will cancel KRW 635 billion in treasury shares to complete its three-year shareholder return programme, even as consolidated net profit fell 47% to KRW 504 billion in 2025.
Stocks
South Korea’s Kospi Surges Past 5,500 as Semiconductor Supercycle Outpaces Lee Jae Myung’s Reform Agenda
South Korea's Kospi has more than doubled in 8 months under President Lee Jae Myung's AI-focused policies, hitting his ambitious 5,000 target
Americas
Brazil: Carrefour Targets 20% Market Share with Aggressive Expansion Plan
Carrefour bets €2B/yr on Brazil with 70 new Atacadão stores, but shares drop 4.6% as Brazilian profits fall and Oddo BHF calls 2030 targets "uneven."
Americas
Goldman Sachs Set to Drop DEI Factors in Board Selection
Is nature healing? Goldman Sachs strips race, gender and sexual orientation from board selection, completing its DEI dismantling.
Asia Pacific
Korean Startups Dominate Financial AI Patents with 67% Share
Korean startups and non-listed firms filed 67% of financial AI patents, signaling major fintech shift in Asia Pacific markets
