The European Commission has launched market investigations on cloud computing services by Amazon and Microsoft under the digital markets act (DMA), which aims to curb the power of Big Tech and ensurin... ...

Um, everybody's had a go at making this combination happen over the years because it makes too much business sense to ignore. Uh, it worked out this time around because the stars were aligned. Essentially, to do a merger of equals, it's a no premium merger of equals, you have to have both companies doing well because if it's unbalanced, then there's always somebody who feels that they're being uh uh they're doing this at the wrong time. We were performing well, so was Excela. uh we had two uh leadership tea ...

Core Insights - Swiss packaging company SIG has appointed Mikko Keto as its new CEO, effective in the first half of 2026, transitioning from his role as group CEO at FLSmidth [1][2] - Keto has a strong background in business transformation, having doubled FLSmidth's value during his tenure and previously held senior positions at Metso, Nokia Networks, and KONE [2][3] - The SIG Board chairman expressed confidence in Keto's ability to drive growth and innovation, aiming to create a simpler and more agile company [4] Company Overview - SIG, established in 1853, specializes in aseptic carton, bag-in-box, and spouted pouch packaging solutions [4] - The company reported revenue of €3.3 billion ($3.82 billion) in 2024 and produces 57 billion packs annually, employing 9,600 people across over 100 countries [5] - In November 2025, SIG's new DomeMini carton bottle format was introduced by SalzburgMilch, marking a significant innovation in mobile dairy consumption [5][6]

Core Insights - The Chinese search-engine giant reported lower revenue due to weak advertising demand and experienced a quarterly loss, impacted by an impairment charge [1] Financial Performance - The company faced a decline in revenue attributed to a decrease in advertising demand [1] - The quarterly loss was a significant shift from previous performance, indicating financial challenges [1] - An impairment charge contributed to the overall loss, highlighting potential issues with asset valuation [1]

Core Insights - Almonty Industries has commenced operations in the US by acquiring 100% ownership of the Gentung Browns Lake tungsten project in Montana, enhancing its global portfolio with a significant undeveloped tungsten asset [1][3] - The project has NI43-101 total mineral resources of 7.53 million tonnes at 0.315% tungsten trioxide, indicating a substantial resource base for future production [1][2] Project Details - The tungsten deposit will be mined using a room-and-pillar underground method, with metallurgical tests showing over 90% tungsten recovery and 20–25% garnet recovery [2] - The project is supported by established infrastructure, including road access, power, water rights, and an existing mill site, facilitating efficient operations [2] Strategic Importance - Almonty aims for production readiness by the second half of 2026, with initial design expectations of approximately 140,000 tonne units per year, reinforcing domestic tungsten supply in the US [3] - The acquisition aligns with increasing demand for secure, non-Chinese sources of tungsten, supporting US government initiatives for critical mineral independence in defense and advanced technology sectors [4][5] Long-term Vision - The Gentung Browns Lake project positions Almonty as a long-term supplier for critical industries, including defense, aerospace, and advanced manufacturing, contributing to a Western tungsten supply chain [6] - This acquisition is part of Almonty's broader vision to establish an integrated tungsten platform across Europe, Asia, and North America, enhancing its strategic market presence [6] Recent Developments - Earlier in January, Almonty announced an exclusive offtake agreement with SeAH Group to supply the entire production of molybdenum from its Sangdong Molybdenum project in South Korea, indicating ongoing strategic partnerships [7]

Core Viewpoint - Credit Agricole SA has ruled out any sale of its Italian subsidiary for cash, indicating a strategic focus on potential partnerships rather than divestitures [1] Group 1 - The CEO of Credit Agricole SA stated that the bank is considering a potential tie-up with Italian peer Banco BPM, suggesting an interest in collaboration within the Italian banking sector [1]

（原标题：Zhuhai's Prime Location Fuels Sports Passion Among Hong Kong and Macao Cyclists） Reporter: Zhuang Huan, Huang Zihao Designer: Liu Yanyan Overseas Operations Supervising Producer: Huang Yanshu Overseas Content Coordinator: Huang Zihao Overseas Operations Editors: Zhuang Huan, Wu Wanjie, Long Lihua, Zheng Quanyi Produced by: Southern Finance Omnimedia Group By Zhuang Huan, SFC, 21st Century Business Herald On November 18th, the Executive Committee for the Guangdong Division of China's 15th National Games ...

Core Points - CoreWeave's stock experienced a significant decline of 16.30% on November 10, 2025, following a negative market reaction to its third-quarter 2025 earnings report [1] - The primary reason for the stock drop was the company's management lowering its full-year 2025 revenue guidance [1] Financial Performance - The earnings report indicated a disappointing performance, leading to a reassessment of revenue expectations for the year [1]

Core Insights - Western Digital Corporation (NASDAQ:WDC) is recognized as one of the 15 Best Aggressive Growth Stocks to Buy currently [1] - Loop Capital raised its price target for Western Digital from $190 to $250 while maintaining a Buy rating [1] - UBS also increased its price target from $135 to $145 after a solid fiscal first quarter 2026 report, but kept a Neutral rating [2][3] Company Performance - Loop Capital anticipates a growth in demand for hard disk drive capacity in 2025, with an expected increase in selling prices for higher capacity drives [2] - UBS described Western Digital's fiscal first quarter 2026 results as "solidly better," attributing this to strong demand, steady prices, and controlled supply, which improved margins [2][3] - UBS raised its EPS estimates for 2026 and 2027 from $7.74/$7.05 to $8.17/$7.45 [3] Industry Trends - The industry is hesitant to add more unit capacity, leading customers to prefer high-capacity enterprise SSDs (eSSDs) [3] - This trend is expected to continue as customers adapt to using eSSDs for nearline capacity [3]

Core Viewpoint - Marvell Technology, Inc. is recognized as one of the best aggressive growth stocks, with mixed analyst ratings and significant market potential in the data center sector [1][2][4]. Group 1: Analyst Ratings - JPMorgan reaffirmed a Buy rating for Marvell Technology, setting a price target of $120 ahead of the Q3 fiscal year 2026 results, scheduled for December 2 [1]. - Conversely, Barclays downgraded Marvell from Overweight to Equalweight, maintaining a price target of $80, citing concerns over the company's ability to meet data center targets for the upcoming year [2]. Group 2: Market Potential - Marvell aims to increase its share of the data center market from 13% of a $33 billion total addressable market in 2024 to 20% of a $94 billion total addressable market by 2028 [3]. - Despite its ambitions, Barclays described Marvell as "one of the biggest battleground stocks," indicating uncertainty about its future compared to other AI companies [4]. Group 3: Competitive Landscape - Barclays expressed concerns about competition, noting that a significant portion of AI XPU is likely going to Broadcom, which could impact Marvell's market share in its core optical business [5]. - The company develops semiconductors and related technology for various applications, including AI, data centers, compute, networking, and storage infrastructure [6].