Russell 2000 rally: sustainable or ‘January effect’ only?

Investors have been loading up on small-cap stocks as they take a breather from the larger, possibly overvalued artificial intelligence (AI) names in recent weeks. This shift in sentiment that experts have dubbed the “Great Rotation” has pushed the Russell 2000, a benchmark index that represents the US small-cap stocks, up some 8% since the… Continue reading Russell 2000 rally: sustainable or ‘January effect’ only?

Upstream oil & gas M&A likely to cool in 2026 despite $152B in opportunities

The global upstream oil and gas merger-and-acquisition (M&A) market is set to cool in 2026, with activity expected to dip below 2025 levels despite nearly $152 billion in available opportunities as of January, according to a Rystad Energy analysis. “Rystad Energy expects North America to remain the clear anchor for upstream M&A activity in 2026,… Continue reading Upstream oil & gas M&A likely to cool in 2026 despite $152B in opportunities

After the BitGo IPO, Ledger hires Goldman Sachs to go public

The closely-watched BitGo IPO concluded on Thursday, with the stock rising by 2% and its market capitalization moving to over $2.1 billion. Now, Ledger has hired banks as it explores going public in New York. Ledger hires banks to go public  Ledger, a French company that sells devices that help clients to store their cryptocurrencies,… Continue reading After the BitGo IPO, Ledger hires Goldman Sachs to go public

CSG’s Amsterdam IPO puts Czech defence empire in Europe’s market spotlight

Prague-based defence firm Czechoslovak Group (CSG) is set to begin trading in Amsterdam on Friday, in a deal that is expected to become the biggest defence IPO on record by funds raised. The listing values the Czech-owned group at 25 billion euros ($29.30 billion), placing it among Europe’s most significant market debuts in recent years.… Continue reading CSG’s Amsterdam IPO puts Czech defence empire in Europe’s market spotlight

Silver within a whisker of $100/oz; gold nears $5,000—what’s behind the rally?

It seems as if there is no stopping the ongoing rally in precious metals prices.  Gold and silver hit fresh record highs on Friday as bets on an interest rate cut by the US Federal Reserve increased amid geopolitical uncertainties.  Lower interest rates increase the appeal of precious metals as they are non-yielding assets, unlike… Continue reading Silver within a whisker of $100/oz; gold nears $5,000—what’s behind the rally?

Morning brief: Asian stocks rise after BOJ decision, TikTok seals US deal

Asian markets advanced on Friday after the Bank of Japan kept interest rates unchanged, while a weaker US dollar pushed gold and silver to fresh records. The session unfolded against a backdrop of major geopolitical and corporate developments, including a landmark US deal for TikTok, political uncertainty in Japan after a snap election call, and… Continue reading Morning brief: Asian stocks rise after BOJ decision, TikTok seals US deal

Capital One to buy stablecoin fintech Brex for $5.15B in cash-and-stock deal

Capital One Financial Corp. has agreed to acquire fintech startup Brex in a deal valued at $5.15 billion, the transaction was disclosed on Thursday. Under the terms of the agreement, Capital One will pay 50% in cash and 50% in stock. Brex was previously valued at $12.3 billion, highlighting the valuation reset that has swept… Continue reading Capital One to buy stablecoin fintech Brex for $5.15B in cash-and-stock deal

What’s driving AMD stock higher on Wednesday?

Advanced Micro Devices Inc (NASDAQ: AMD) are pushing meaningfully higher on Wednesday as investors await the chipmakers’ earnings on February 2nd. They’re cheering AMD this morning also because the multinational added KC McClure, the chief of finance at Accenture, to its board of directors this week. Following today’s rally, AMD stock is up roughly 25%… Continue reading What’s driving AMD stock higher on Wednesday?

Evening digest: Bitcoin bleeds below $88K, Trump’s Davos speech, JPMorgan’s big warning

Wednesday came with a a fast-spreading shockwave across geopolitics, markets, and human rights. Donald Trump ignited transatlantic tensions by declaring the US Greenland’s sole guardian, triggering EU retaliation. At Davos, Jamie Dimon torched a proposed credit-card rate cap as economically ruinous. Meanwhile, Amnesty International detailed Iran’s lethal crackdown on bystanders, and global risk aversion sent… Continue reading Evening digest: Bitcoin bleeds below $88K, Trump’s Davos speech, JPMorgan’s big warning