Markets in Motion: volatility spikes as investors brace for major IPO

Market volatility rises as traders reposition Investors are navigating a week marked by heightened volatility, shifting market leadership and anticipation around one of the largest IPOs ever brought to market. In this week’s Markets in Motion, Bruce Campbell highlights a sharp increase in volatility, driven in part by weakness in semiconductor stocks and broader repositioning across […]

VAALCO Energy restarts production at Baobab Field

VAALCO Energy (NYSE:EGY) announced that production has resumed at the Baobab field on the CI-40 block offshore Côte d’Ivoire, marking the completion of a major refurbishment program for the Baobab Ivoirien floating production storage and offloading (FPSO) vessel. The restart represents a key milestone for the company’s West African operations and positions the asset for future […]

Trillion Energy’s Billion Dollar Oil Discovery in Türkiye’s Most Active Oil Trend

Trillion Energy International Inc. (CSE:TCF) (USOTC:TRLEF) has confirmed a 27.6-million-barrel light-oil discovery in southeastern Türkiye, one of the world’s most active new oil trends. The company holds a 29% working interest in the M47 Concession, where an independent report by Chapman Hydrogen and Petroleum Engineering Ltd. assigns an unrisked NPV-10 of roughly US$733.5 million to […]

Wall Street Surges as Trump Halts Iran Strikes, SpaceX IPO Excitement Builds

Stocks staged a powerful rally on Thursday, with all three major indexes climbing sharply after President Trump called off a planned third night of military strikes against Iran and signaled progress toward a ceasefire deal. The about-face from earlier in the day — when Trump had threatened to seize Iran’s Kharg Island oil hub — […]

New Street Research Sees Further Upside for SpaceX Ahead of Market Debut (SPCX)

New Street Research has initiated coverage of SpaceX (NASDAQ:SPCX) with a 12-month price target of $165 per share, implying potential upside of approximately 22% from the company’s proposed IPO price and valuing the business at around $2.3 trillion following its potential acquisition of Cursor. Analyst Pierre Ferragu outlined a multi-faceted valuation approach that supports a […]

Nvidia Teams Up With Abridge to Build AI Model for Healthcare Applications (NVDA)

Nvidia (NASDAQ:NVDA) has entered into a partnership with Abridge to develop a specialised artificial intelligence model tailored for healthcare use cases, according to a report by the Wall Street Journal. Abridge is known for its AI-powered note-taking platform used by medical professionals. The collaboration reflects growing investment across the technology sector in healthcare-focused AI solutions […]

Musk to Address ASML Event as SpaceX IPO Nears and Terafab Plans Advance (SPCX)

Elon Musk is set to make a virtual appearance at a technology event hosted by semiconductor equipment leader ASML on Thursday, where he is expected to discuss Terafab, his proposed large-scale semiconductor manufacturing project designed to supply chips for Tesla (NASDAQ:TSLA) and SpaceX (NASDAQ:SPCX). The appearance comes as investors await the pricing of SpaceX’s initial […]

OpenAI’s Sam Altman to Hold AI Strategy Talks With Samsung Executives in South Korea (OAI)

OpenAI (NASDAQ:OAI) Chief Executive Sam Altman is expected to meet senior executives at Samsung Electronics (USOTC:SSNHZ) next week during a visit to South Korea, where discussions will centre on expanding the use of artificial intelligence across the technology giant’s operations, according to a report from Yonhap News Agency. The visit highlights Samsung’s growing focus on […]

Oracle Beats Earnings Expectations but Shares Slide on Spending and Funding Plans (ORCL)

Oracle (NYSE:ORCL) reported quarterly earnings and revenue ahead of market forecasts on Wednesday and raised its outlook for annual adjusted earnings per share. Despite the strong operating performance, the stock fell 10.1% in premarket trading on Thursday after investors focused on the company’s aggressive capital spending plans and upcoming financing requirements. The software giant revealed […]

Chanos Questions SpaceX Valuation Ahead of Historic IPO

Prominent short seller Jim Chanos has challenged the valuation of SpaceX (NASDAQ:SPCX) ahead of its highly anticipated stock market debut, arguing that the company’s projected $1.75 trillion valuation is difficult to justify based on underlying fundamentals. SpaceX is scheduled to begin trading on the New York Stock Exchange on Friday following a $75 billion offering. […]

U.S.-Iran Conflict, Oracle Outlook and ECB Rate Decision Drive Market Attention: Dow Jones, S&P, Nasdaq, Wall Street Futures

Investors are monitoring a mix of geopolitical tensions, corporate earnings developments and central bank policy decisions, with U.S. stock futures pointing modestly higher after a sharp sell-off on Wall Street. Renewed military exchanges between the United States and Iran remain in focus, while Oracle (NYSE:ORCL) shares have come under pressure following plans to raise significant […]

Inflation Shock and War Fears Drag Wall Street Lower on Wednesday

Stocks sold off broadly on Wednesday as investors digested a hotter-than-expected inflation report and escalating tensions in the Middle East. All three major indexes closed in the red, with the Nasdaq leading losses as technology shares bore the brunt of the selling. The dual headwinds of a renewed inflation scare and fears that the US-Iran […]

Micron Selects Bechtel for New York Semiconductor Project as U.S. Manufacturing Expansion Moves Forward (MU)

The appointment of Bechtel advances construction of Micron’s planned New York memory manufacturing complex, a project expected to become the largest semiconductor facility in the United States. Key Investor Takeaways Why MU Stock Is in Focus Micron announced that Bechtel will serve as the engineering, procurement and construction partner for the first phase of its […]

A tech-enabled acquiror of small and medium-sized enterprises (SMEs)

Millions of small business owners are approaching retirement, yet most have no clear succession plan. What if these businesses were acquired and what happens to the employees when the founder steps away? Today we’re looking at a company aiming to solve just that problem at scale through technology, acquisitions and employee ownership. I’m joined by […]

This junior gold and copper stock has re-rating written all over it

The potential for junior mining stocks to deliver exponential returns is well-founded, whether from new discoveries, mines reaching production, or market enthusiasm surrounding target commodities. That being said, every truth is conditional. As with any investment thesis, you’ll need to identify a handful of fundamentals that tilt the probabilities in your favour: Then, even if […]

A gold developer moves to actively preparing for production

What does it look like when a gold developer moves from talking about potential — to actively preparing for production? Hello, I’m Ricki Lee, and this is The Capital Compass. Today we’re checking back in with Vista Gold (AMEX:VGZ) (TSX:VGZ), a company advancing its flagship Mt Todd Gold Project in Australia’s Northern Territory. Earlier this […]

Amazon Broadens Freight Network to Support Businesses Across the U.S. (AMZN)

Amazon (NASDAQ:AMZN) has expanded its less-than-truckload (LTL) freight offering, making the service available to businesses nationwide regardless of destination. Previously focused on shipments bound for Amazon facilities, the platform can now be used to transport freight to third-party warehouses, distribution hubs and retail locations across the United States. The move marks a significant expansion of […]

Anthropic Opens Public Access to Fable 5 While Maintaining Safeguards on Advanced AI Capabilities (ANTP)

Anthropic (NASDAQ:ANTP), developer of the Claude family of artificial intelligence models, has launched a public version of its advanced Mythos-class technology while retaining restrictions on sensitive use cases. The newly released model, called Fable 5, marks the first broadly available offering from Anthropic’s Mythos series, the company’s most advanced generation of AI systems. The Mythos […]

OpenAI Reportedly Nears Deal for Massive Ohio Data Centre Project with Nvidia Support

OpenAI (NASDAQ:OAI) is reportedly in advanced discussions to secure a long-term lease for a proposed 10-gigawatt data centre campus in Ohio, according to a report from The Information. Nvidia is said to be involved in supporting the project, which could become one of the largest artificial intelligence infrastructure developments ever undertaken. The proposed facility would […]

Starbucks Evaluates Sale and IPO Options for Japanese Operations (SBUX)

Starbucks (NASDAQ:SBUX) is reportedly reviewing strategic alternatives for its business in Japan, including a possible partial divestment or public listing, according to a Bloomberg News report citing people familiar with the matter. The coffee chain has held early-stage discussions with investment banks as it assesses options for its Japanese subsidiary, one of the company’s most […]