A new push from Washington to speed up approvals for big data-centre builds could land right in IREN’s lap, since it’s already lining up large sites in Texas powered by renewable energy. The big question is whether it can execute fast enough to justify today’s high expectations as it shifts from bitcoin mining toward selling computing power for AI.Read more

Kodiak AI aims to sell self-driving capability to trucking fleets as a service, letting customers own the trucks while Kodiak provides the driving system and support. Big-name investors are buying in, but the company still faces a race to scale real-world driverless operations before it needs more funding—and shareholders could get watered down if it succeeds.Read more

Why I Began Following This Company… My interest in Grab begins with the region it calls home. Southeast Asia is entering a transformative decade: young, fast-growing, and increasingly digital.Read more

Amazon’s recent share pullback has this writer leaning in, arguing the company’s online shopping engine, cloud business, and fast-growing advertising tools are setting up the next leg of long-term growth. The catch is that cloud momentum and supply limits could slow things down, so the real story is whether Amazon’s wave of new AI and infrastructure projects can deliver.Read more

New rules around digital dollars could let Citi bring its global payments network into the stablecoin era, helping big companies move money across borders faster and with less friction. With its main banking businesses also picking up steam and a major overhaul aimed at cutting costs, the big question is whether Citi can turn this momentum into lasting gains—or get tripped up by a rough economy and global shocks.Read more

Amazon is a company of two sides - A high tech, high margin side, comprising its AWS, Advertising and subscription services segments; and its more traditionally known low margin, high volume stores and third-party seller segments. These two sides form a cohesive whole.Read more

Americas Gold and Silver is trying to ramp up output at its Mexico and Idaho mines, and the bull case hinges on new projects and repairs delivering on schedule while demand for silver stays strong. The flip side is clear too: delays, local disruptions, and weaker metal prices could quickly derail the growth story.Read more

Occidental Petroleum is trying to become more than an oil producer by pairing its Permian drilling business with an ambitious bet on pulling carbon out of the air. If that new line of business takes hold while the company keeps paying down debt, the upside could look very different—but oil price swings and the cost of building these projects still loom large.Read more

Fastned is racing to build more fast-charging stations across Europe as more drivers switch to electric cars, and it’s winning prime spots that could keep customers coming back. But bigger rivals are moving fast too, and the company may need to keep raising money to fund its ambitious build-out.Read more