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%.
