Nvidia’s latest quarterly results and forward-guidance reveal a pivotal shift in investor sentiment — moving from rampant concern over an overheated artificial-intelligence investment frenzy to guarded optimism about the concrete infrastructure spending behind it. Having posted year-on-year revenue...

When the board of Tesla approved the 2018 compensation package for CEO Elon Musk, the headlines fixated on its unprecedented size and ambition. But today analysts and investors are focusing less on the flashy “pay-deal of the future” and more closely on how the legacy of that earlier package...

Facing a sharp rise in operational expenses tied to the closure of Pakistan’s airspace, Air India has launched a concerted lobbying effort with the Indian government to secure access to a particularly sensitive airspace corridor over Xinjiang in western China. The airline frames the request as an...

Amazon.com, Inc. has initiated a substantial US-dollar bond issuance, seeking to raise approximately $15 billion in its first major debt offering in roughly three years. The timing reflects a strategic juncture in which Amazon is heavily ramping its investment in artificial-intelligence...

Johnson & Johnson is committing approximately $3.05 billion in cash to acquire Halda Therapeutics, a privately-held biotech firm with a developing portfolio in solid tumour therapy—most notably a candidate in prostate cancer. This move reflects J&J’s broader pivot toward high-growth...

The new agreement between The Walt Disney Company and YouTube TV, a unit of Google LLC, restores Disney’s full suite of networks—including ESPN, ABC, FX and National Geographic—to the YouTube TV platform, after the prior carriage agreement expired on October 30 and triggered a blackout. In...

Valve Corporation, the dominant force in PC digital distribution, has unveiled a renewed hardware strategy aimed squarely at the living-room console market. With its new Steam Machine slated for release in early 2026, Valve is making its most ambitious push yet to challenge Sony’s PlayStation and...

The Walt Disney Company (Disney) has sounded alarms about a potentially lengthy carriage-rights dispute with YouTube TV, a standoff that investors view as a troubling signal for Disney’s ailing traditional television business—even as its streaming and parks divisions push ahead. The company’s...

As the global debate intensifies over whether artificial intelligence is truly delivering value or simply fuelling bubble-mania, DBS Group — Southeast Asia’s largest bank — is presenting itself as proof that the transformation is now, not just promised. CEO Tan Su Shan has expressed unambiguous...

Cisco Systems is entering a renewed growth phase as the global acceleration of artificial intelligence reshapes demand for advanced digital networks. The company’s improved annual forecast reflects a deeper structural trend: hyperscalers, enterprises and sovereign cloud operators are rapidly...

In a bold display of ambition, Advanced Micro Devices (AMD) has captured investor enthusiasm by charting a course for dramatic growth driven by artificial-intelligence (AI) and data-center ambitions. The company’s stock responded accordingly, gaining sharply after the unveiling of aggressive...