Apollo Global Management Inc. is building out its risk review process to reflect the impact on asset valuations of extreme weather.The decision comes amid a rise in the damage done to physical assets by floods, storms and wildfires. Apollo, which has been conducting so-called top-down analyses for such risks since 2023, is now broadening that approach to allow for a more granular process to identify company-level risks before closing deals, says Jaycee Pribulsky, Apollo’s chief sustainability officer. “Both ...

Key Takeaways Joby Aviation shares climbed 82.5% in 12 months as it moves closer to launching eVTOL air taxi services. JOBY acquired Blade's passenger business, gaining terminals and plans to offer air mobility via Uber's app.JOBY faces headwinds from ongoing losses, public acceptance risks, apart from the high valuation.Joby Aviation’s (JOBY) shares have jumped 82.5% in the trailing 12 months, outperforming the Zacks Aerospace-Defense industry’s return of 28.7%. Joby, a leading player in the electric verti ...

Press release18 December 2025 - N° 20 SCOR renews its contingent capital program Disclaimer: SCOR (hereafter “SCOR” or the “Company”) has implemented a contingent capital program in the form of share subscription warrants with J.P. Morgan SE, which upon exercise of these warrants after having received the issued shares is not intended to remain a shareholder of the Company. The Company's ordinary shares, which would result from the exercise of the aforementioned share subscription warrants, will likely b ...

Its GPUs are the default hardware for training and deploying large language models. Add to this its CUDA software stack, and you have anJames Foord is an economist by trade and has been analyzing global markets for the past decade. He leads the investing group The Pragmatic Investor where the focus is on building robust and truly diversified portfolios that will continually preserve and increase wealth. The Pragmatic Investor covers global macro, international equities, commodities, tech and cryptocurrencie ...

Core Insights - Bernstein analysts believe that Uber investors have been excessively concerned about the potential threat from self-driving cars, especially if autonomous vehicle technology becomes widely licensed [1] Company Analysis - The analysis suggests that the fear among Uber investors regarding self-driving technology may be overstated, indicating a potential mispricing of risk in the market [1] Industry Implications - The widespread licensing of autonomous vehicle technology could reshape the competitive landscape, but current investor sentiment may not accurately reflect this potential shift [1]

Core Insights - The article highlights the dominance of GPUs in training and deploying large language models, emphasizing the importance of the CUDA software stack in enhancing their functionality [1]. Company and Industry Summary - GPUs are identified as the default hardware for large language model applications, indicating a strong market position for companies producing these components [1]. - The integration of CUDA software with GPUs is noted as a significant factor that contributes to their effectiveness in machine learning and AI applications [1].

Group 1 - Nu Holdings experienced a 62% decline in its first year as a publicly traded company but has since rebounded with a 335% increase over the past three years, achieving a market cap of $81 billion [1][2] - The company operates in Latin America, a region with a high unbanked and underbanked population, which presents significant growth opportunities [3] - Nu's customer base has grown to 127 million, with a 15% year-over-year increase, following the addition of 4.3 million net new customers in Q3 [5] Group 2 - Revenue has increased by 42% in the past year, with projections indicating a 69% growth in revenue from 2025 to 2027 [6] - Nu's home market is Brazil, where over 60% of adults are customers, and the company is expanding into Mexico and Colombia [6] - The company is building an economic moat similar to established banking leaders, which could provide durable competitive advantages [9]

Trump Media & Technology Group ( NASDAQ:DJT ) — owner of President Trump's Truth Social platform — announced a shocking, all-stock merger agreement this morning with privately held nuclear fusion company TAE Technologies in a deal valuing the combined businesses at more than $6 billion. ...

DELIVER Middle East, the region’s newest premier matchmaking event for retail, commerce, and supply chain leaders, will make its highly anticipated debut in Dubai on 21–22 January 2026, powered by a strategic partnership with DP World as Headline Sponsor and Launch Partner.Following its rapid expansion across Europe, America, and Asia, DELIVER now brings its signature AI-powered, team-enabled matchmaking model to the Middle East, uniting over 200 senior retail executives from leading brands including Alshay ...

Core Viewpoint - Micron's stock surged over 10% following strong quarterly results, driven by increased demand for memory chips due to the tech industry's focus on building AI-capable data centers [1] Financial Performance - Micron's DRAM revenue increased by 69% to $10.8 billion in the first quarter, primarily due to AI-related demand for high bandwidth memory (HBM) chips [2] - The company's earnings per share (EPS) reached $4.78, exceeding the expected $3.95, while quarterly revenue was $13.6 billion, surpassing the $13 billion estimate by analysts [3] - Revenue from NAND storage chips used in data centers exceeded $1 billion for the first time [3] Future Outlook - Micron forecasts second-quarter revenue between $18.3 billion and $19.1 billion, significantly above the $14.4 billion expected by analysts [4] - The company anticipates EPS to reach $8.42 at the midpoint for the February quarter, ahead of the $4.71 estimate, with projected gross margin hitting an all-time high of 68% [4] Market Dynamics - CEO Sanjay Mehrotra noted that AI data center buildout plans have sharply increased demand for memory and storage, with supply expected to remain short of demand for the foreseeable future [5] - The market for HBM chips is projected to grow from $35 billion in 2025 to $100 billion by 2028 [5] Analyst Sentiment - Following the positive earnings surprise, Wall Street analysts raised their price targets for Micron shares, with some estimates reaching as high as $500 [6] - Analyst Melissa Fairbanks from Raymond James increased her price target from $190 to $310, citing favorable industry conditions driven by AI-related demand and tight global supply [6] Stock Performance - Micron's shares were trading around $251, with a year-to-date increase of approximately 210% [7]