Intel’s stock has tripled in twelve months. Its chief executive still has not told most of his employees what the plan is. Lip-Bu Tan, who became CEO in March 2025, has spent the first fourteen months of his tenure building relationships outside the company rather than restructuring the one inside it. He has won […]
The San Francisco scooter-and-e-bike operator goes public as Neutron Holdings with Goldman Sachs and JPMorgan as joint book-runners. $686m in 2024 revenue and two consecutive years of free cash flow give it a financial profile that the rest of the category never reached. Lime, the Uber-backed shared scooter and e-bike operator, filed for a US […]
NVIDIA will invest up to $2.1bn in IREN as part of a deal that pairs the chipmaker’s reference architecture with the data-centre operator’s 5-gigawatt infrastructure pipeline. The two companies announced the partnership on Thursday. The structure is unusual. Rather than a straight equity round, IREN has issued Nvidia a five-year warrant for up to 30 […]
Courtesy of Goldman Sachs
FY26 guidance puts operating profit at ¥1.6 trillion. The PS5 install base, royalty income from streaming, and a smartphone-camera business with no obvious challenger are doing the work while the gaming hardware unit absorbs a memory-cost shock. Sony Group on Friday set out FY26 guidance the market had largely priced in: operating profit of ¥1.6 […]
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