Why Julius Baer is paying its CEO $18M he never even earned

Julius Baer has disclosed that Chief Executive Stefan Bollinger received total compensation of CHF 23.96 million ($30.3 million) in 2025. The figure covers Bollinger’s first year running the Swiss private bank, with nearly CHF 15 million ($18 million) made up of replacement awards for pay he gave up when departing Goldman Sachs. In other words,… Continue reading Why Julius Baer is paying its CEO $18M he never even earned

Foxconn earnings miss despite record AI demand: what went wrong?

Taiwan’s Foxconn reported a decline in fourth-quarter profit even as demand for artificial intelligence hardware reshapes the global technology supply chain. The company, formally known as Hon Hai Precision Industry, released earnings on Monday showing profit missed market expectations despite strong global demand for AI products. Foxconn plays a central role in the electronics industry… Continue reading Foxconn earnings miss despite record AI demand: what went wrong?

Brokerages cut Nifty targets as Middle East war and oil surge cloud outlook

A growing number of global brokerages are trimming their year-end targets for India’s benchmark stock indices as the escalating conflict in the Middle East pushes oil prices higher and threatens to disrupt critical supply chains, raising concerns about economic growth and corporate earnings. Citi Research has cut its year-end target for the Nifty 50 to… Continue reading Brokerages cut Nifty targets as Middle East war and oil surge cloud outlook

IDBI stock tanks 15%: buy the dip or brace for more pain?

IDBI Bank stock (NSE: IDBI) tanked over 15% on Monday after reports indicated that the Indian government is set to scrap the long-running strategic sale of the lender. The government’s decision came as the financial bids received were below the reserve price fixed for the transaction. The investors were quick to react to the news… Continue reading IDBI stock tanks 15%: buy the dip or brace for more pain?

Asian markets mixed as China growth surprise meets Iran war fears

Asian markets opened largely lower on Monday as the shadows of the Iran war and high oil prices continued to weigh on the sentiment. The shipping disruptions in the critical Strait of Hormuz kept the oil prices above $100 a barrel, leaving traders more focused on inflation risk. The cautious sentiment outweighed some optimistic signals,… Continue reading Asian markets mixed as China growth surprise meets Iran war fears

Altaf Kassam: US stocks may not ‘snap-back’ after the Iran war

As the conflict in the Middle East continues to roil global markets, investors are searching for signs of a turnaround. However, today on CNBC, Altaf Kassam – EMEA Head of Investment Strategy and Research at State Street Global Advisors – provided a sobering reality check. While historical precedents suggest that markets often rally before a… Continue reading Altaf Kassam: US stocks may not ‘snap-back’ after the Iran war

Is AI speeding up war? How US struck 2,000 Iran targets in 4 days

Artificial intelligence is increasingly shaping how modern wars are fought. In recent US military operations linked to the conflict involving Iran, Washington said it struck more than 2,000 targets in just four days. That pace would have been difficult to sustain in earlier conflicts, when military intelligence had to be reviewed manually across multiple command… Continue reading Is AI speeding up war? How US struck 2,000 Iran targets in 4 days

Microsoft eyes massive Texas AI hub as quality score hits new high

Microsoft’s quality rating reached a new high this week, even as the stock’s price momentum remains weak. At the same time, the company is moving to secure major artificial intelligence infrastructure in Abilene, Texas, as part of a broader effort to expand Azure AI capacity. The quality score rose week over week from 89.96, while… Continue reading Microsoft eyes massive Texas AI hub as quality score hits new high