A Quiet Rotation Away From U.S. Assets Global investors are increasingly reallocating capital away from U.S. assets — not through dramatic selloffs, but via what many describe as a quiet exit. The shift has powered a strong start to 2026
Blue Origin Expands Beyond Rockets Into Satellite Internet Blue Origin, backed by Jeff Bezos, is officially entering the satellite internet market, announcing plans for a new communications network designed to rival industry leaders. The service, called TeraWave, will focus on
Alibaba Prepares AI Chip Unit for Potential IPO Alibaba Group Holding Ltd. is preparing to spin out and potentially list its AI chipmaking arm, T-Head, as investor interest surges in companies positioned to compete in the fast-growing AI accelerator market.
Stocks Rebound as Geopolitical Tensions Cool U.S. stocks rebounded sharply after the president said the United States would not use military force in relation to Greenland, easing fears that had rattled markets and triggered a flight out of dollar-based assets.
Meta’s Manus Deal Meets Early Resistance Meta Platforms’s reported $2 billion acquisition of AI startup Manus was meant to accelerate its push into enterprise and automation software. Instead, the deal is already prompting some of Manus’ existing customers to walk
Netflix Says the TV Game Has Changed Netflix executives used their latest earnings call to reframe the company’s aggressive pursuit of Warner Bros assets as a defensive and offensive move in a rapidly changing media landscape. Chief executive Ted Sarandos
AI Data Centers Are Pulling Intel Back Into the Game CPU demand quietly tightens Intel is benefiting from the same AI buildout driving massive capital spending across Big Tech — even without being the dominant GPU supplier. According to KeyBanc
Spotify Turns the Pricing Lever Again A textbook revenue move Spotify announced another round of U.S. price increases, leaning into a simple but powerful formula: higher prices, higher profits. The new pricing structure includes: With the move, Spotify now sits
Safe-haven demand accelerates Gold and silver rallied sharply to new all-time highs as fears of a widening trade war between the U.S. and Europe intensified, driven by tariff threats linked to Greenland. The rally reflected growing investor demand for safe-haven
Trade tensions flare across the Atlantic European capitals are preparing potential countermeasures after the United States signaled plans to impose sweeping new tariffs on European exports, a move tied to ongoing pressure over Greenland’s future status. EU officials confirmed discussions
A Quiet Rotation Away From U.S. Assets Global investors are increasingly reallocating capital away from
Blue Origin Expands Beyond Rockets Into Satellite Internet Blue Origin, backed by Jeff Bezos, is
Alibaba Prepares AI Chip Unit for Potential IPO Alibaba Group Holding Ltd. is preparing to
Stocks Rebound as Geopolitical Tensions Cool U.S. stocks rebounded sharply after the president said the
Meta’s Manus Deal Meets Early Resistance Meta Platforms’s reported $2 billion acquisition of AI startup
Netflix Says the TV Game Has Changed Netflix executives used their latest earnings call to
AI Data Centers Are Pulling Intel Back Into the Game CPU demand quietly tightens Intel
Spotify Turns the Pricing Lever Again A textbook revenue move Spotify announced another round of
Safe-haven demand accelerates Gold and silver rallied sharply to new all-time highs as fears of
Trade tensions flare across the Atlantic European capitals are preparing potential countermeasures after the United
