More than two months ago, Tesla published its fourth “Master Plan,” a gauzy post about how the company wants to spread “sustainable abundance” via its future products. Details remain woefully absent, but that hasn’t stopped Tesla from making it the central prop in its bid to convince shareholders to hand CEO Elon Musk a compensation package worth $1 trillion at the company’s annual meeting on Thursday. If that vote passes, the world’s richest man would receive the biggest pay package in corporate history. ...

(Bloomberg) — Microsoft Corp. (MSFT) has committed more than $60 billion to neocloud data center companies, evidence of the company’s race to find enough computing capacity for its AI needs. The largest chunk of that spending — about $23 billion — is going to British startup Nscale, according to people familiar with the situation, who requested anonymity to discuss the previously undisclosed sum. The arrangement with Nscale will give Microsoft access to about 200,000 of Nvidia Corp.’s latest GB300 chips a ...

Philips Ultrasound is laying off 33 employees from its Bothell, Wash. ...

Key Takeaways Vertex's Q3 EPS of $4.80 beat estimates, rising 10% year over year on $3.08B in revenues.Trikafta and Alyftrek fueled growth, while Casgevy sales fell 44% sequentially to $16.9M.VRTX tightened its total revenue guidance for 2025 from $11.85-$12 billion to $11.9 to $12.0 billion.Vertex Pharmaceuticals (VRTX) reported adjusted earnings of $4.80 per share for the third quarter of 2025, surpassing the Zacks Consensus Estimate of $4.55. Earnings rose around 10% year over year.Total revenues of $3.0 ...

OPEC's oil output rose further in October after an OPEC+ agreement to raise production, a Reuters survey found on Tuesday, though the scale of the increase slowed sharply from September and the summer months. ...

Key Takeaways QuantumScape reported $12.8 million in Q3 customer billings, marking its first tangible cash inflows.The firm's model centers on licensing, joint development and royalties with global auto partners.QS reduced full-year loss and capex forecast as efficiency gains extended liquidity through 2030.QuantumScape Corp.’s (QS) business model is starting to show results. The company has a capital-light approach focused on licensing and development work rather than large-scale manufacturing. In Q3 2025, ...

A major investor in Victoria’s Secret urged the flailing lingerie maker in a letter Tuesday to shake up its board – attacking the current chair as “over-tenured” with a “stale perspective.”BBRC International – which owns a nearly 13% stake in Victoria’s Secret, making it the second-largest shareholder – is calling for longtime Chair Donna James to be fired and asking for a board seat for its founder, Australian billionaire Brett Blundy. The private equity firm started building its stake in 2022 and has been ...

Core Insights - Advanced Micro Devices (AMD) shares have more than doubled in value in 2025, with significant expectations surrounding its upcoming quarterly results [1][4] - Traders anticipate a potential stock movement of up to 7% in either direction following the earnings report, with current stock levels around $256 [2][7] - The company is expected to report record revenue driven by strong demand for its data center chips, with adjusted earnings per share projected at $1.16 and revenue at $8.76 billion, reflecting a 28% year-over-year increase [5][7] Market Expectations - A majority of Wall Street analysts maintain a bullish outlook on AMD, with many rating it as a "buy," despite the stock already exceeding their consensus target [4] - The optimism surrounding AMD's stock is largely attributed to recent AI deals, particularly a significant agreement with OpenAI [3][4] - Concerns about a potential AI bubble and rising expectations ahead of the earnings report may add pressure on AMD to deliver strong results [3] Stock Performance - AMD's stock has experienced substantial gains this year, primarily fueled by optimism from the OpenAI deal [4] - Recent market conditions have seen AMD shares decline by approximately 2% amid broader tech sector declines, influenced by worries about an AI bubble [5]

Banks have sought tweaks to the Reserve Bank of India’s draft acquisition finance guidelines, including higher exposure limits, permission to fund unlisted companies’ merger and acquisition (M&A) plans, and approval to finance corporates acquiring majority stakes in tranches rather than in a single go.“The regulator must consider allowing banks to finance acquisitions of well-run unlisted entities, as various small-size listed entities have seen governance issues in the past,” a senior banker said seeking a ...

I focus on producing objective, data-driven research, mostly about small- to mid-cap companies, as these tend to be overlooked by many investors. From time to time, though, I also look at large-cap names, just to give a fuller sense of the broader equity markets.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in ...