Global Community

Meta’s reported interest in entering the cloud infrastructure business makes me wonder whether the company is solving the right problem—or creating another expensive one. I’ve increasingly felt that Mark Zuckerberg’s capital allocation has become more impulsive than prudent.Read more

FP4/26 results update Improving growth outlook overshadowed by mixed guidance – FP4/26 results showed strong operating fundamentals, particularly on the strength of the office market in core Japanese urban centres and the resiliency of the hotel segment. The near-term guidance for FP10/26 and FP4/27 is mixed with net operating income (NOI) and distribution per unit (DPU) outlook diverging, but the underlying operating fundamentals remain very positive.Read more

FIGS sells stylish, premium medical workwear to healthcare professionals, and the brand keeps gaining attention even as the wider economy cools demand. The big question is whether its direct-to-customer playbook, new products, and team bulk orders can reignite momentum without relying too heavily on marketing hype.Read more

A long-troubled energy developer suddenly looks very different after wiping out its debt and agreeing to sell unused power turbines for a huge cash payout. The big question now is whether the buyer follows through on staged payments—and whether management uses the windfall to finish a key gas terminal and reward shareholders or repeats past mistakes.Read more

Nike still looks like a strong brand with a loyal customer base, but growth has cooled and the business may need time to find its next stride. The key question is whether today’s price already assumes a smooth rebound, or whether patient buyers might get a better entry if the turnaround takes longer.Read more

Ubisoft’s recent shake‑up and sell‑off leave it priced like a broken business, even though a major deal with Tencent puts a much higher value on some of its best-known game franchises. The bigger story is whether cloud streaming rights and a new company structure can unlock that value—or whether losses, control issues, and strikes keep it stuck.Read more

A newly listed IT services provider lands multi‑year maintenance work from a major government-linked power company, giving it steadier sales and a stronger foothold with big customers. The key question is whether this early momentum turns into repeat business and more large contracts—or fades after the debut buzz.Read more

A little-known Australian miner says it could become one of the few reliable sources of hard-to-get rare earths outside China—materials used in electric vehicles, wind turbines, and defense equipment. A government-mandated sell-down has been weighing on the shares, but once that clears, upcoming final project decisions and potential government-backed funding could change the story fast.Read more

MIXI is trying to build a new growth engine beyond its long-running mobile game, leaning into sports through a major acquisition and fast user growth in its betting app. The big question is whether sports can become the next profit driver while its older entertainment business slows and a new global game launch ramps up.Read more