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News Digest /
Lukas Schmidt
Author: Lukas Schmidt
06:08am, Friday, Apr 03, 2026
Microsoft is set to pump $10 billion into expanding its data center footprint across Japan by 2029, focusing on AI capabilities and local data handling via partnerships with SoftBank and Sakura Internet, as reported by Nikkei.
06:07am, Friday, Apr 03, 2026
UBS keeps a bullish stance on gold, expecting prices to climb higher in 2026 despite recent pulls. Speculative positions have normalized while demand in China and physical buying remain steady, suggesting solid support for gold's path upward.
06:06am, Friday, Apr 03, 2026
Citi analyst Charles Armitage presents four potential outcomes for Europe's defense spending amid uncertainty caused by Trump's hinted NATO withdrawal, highlighting possible boosts or setbacks for defense sectors depending on Europe's response.
07:39am, Wednesday, Apr 01, 2026
Berkeley Group puts land acquisitions on hold and pushes its profit targets through 2030, citing economic uncertainty, regulatory delays, and geopolitical issues affecting London housing starts and cost dynamics.
05:13am, Wednesday, Apr 01, 2026
Warren Buffett acknowledges he exited Apple stock too soon and is open to buying more if prices drop, though he finds the current market conditions unattractive.
05:11am, Wednesday, Apr 01, 2026
HSBC upgrades Heineken to buy from hold, eyeing 29% upside driven by expected new CEO leadership and solid fundamentals, despite some conservative market assumptions in valuation.
05:09am, Wednesday, Apr 01, 2026
Nike's stock plunges nearly 9% after a forecasted 20% drop in Greater China sales and a cautious overall revenue outlook for the year, despite beating Q3 earnings estimates.
05:08am, Wednesday, Apr 01, 2026
Elliott Investment Management voices concerns that Mitsui OSK Lines' latest medium-term plan falls short in shareholder returns and capital efficiency compared to industry peers.
05:07am, Wednesday, Apr 01, 2026
Meta expands its smart glasses range by introducing two new Ray-Ban prescription models, aiming to cater to billions of vision correction wearers as part of its AI-powered hardware push.
05:06am, Wednesday, Apr 01, 2026
U.S. Secretary of State Marco Rubio emphasizes the importance of a transitional period and democratic elections for Venezuela, while also addressing Cuban reforms amid ongoing geopolitical tensions.
03:51am, Wednesday, Apr 01, 2026
Gold prices extend gains into a fourth day on signs that the U.S. might exit the Iran conflict soon, prompted by President Trump's remarks. Despite optimism, tensions near the Strait of Hormuz linger, tempering the rally.
03:45am, Wednesday, Apr 01, 2026
UBS zeroes in on Rolls-Royce and BAE Systems as leading plays in aerospace and defence, citing resilience amid rising tensions and geopolitical uncertainty following the Middle East conflict in 2026.
09:31am, Tuesday, Mar 31, 2026
Shares of Marvell soared 11% following a $2 billion investment from Nvidia, cementing a strategic alliance to develop AI infrastructure leveraging Nvidia's NVLink Fusion platform and expanding into telecommunications AI networks.
