Investment News

A recent one-year extension of U.S. tariff exclusions on certain Chinese industrial and solar equipment provides short-term cost relief for U.S. manufacturers and installers. Separately, EDF’s consideration of selling its U.S. renewables arm to fund a domestic nuclear build could open acquisition opportunities for investors in clean energy assets while reshaping capital flows across energy subsectors.

A sudden cooling failure at a major data center forced CME Group to halt most trading, exposing operational vulnerabilities that could affect liquidity and hedging. Separately, Aeva secured up to $50 million and a manufacturing partnership from a Fortune 500 affiliate, accelerating commercialization of 4D LiDAR across automotive and industrial applications.

Harmony Gold’s US$2.3 billion Final Investment Decision for the Eva Copper project in Queensland signals a major supply-side move for copper tied to electrification and renewables, while Riyadh’s IMS25 generated 20 new MICE agreements that boost hospitality and event infrastructure investment in the region.

U.S. $20 billion support for Argentina and a regional conservative turn have lifted investor sentiment across Latin America, tightening spreads and strengthening currencies. Separately, Marko Papic’s return to BCA Research signals a step-up in institutional geopolitical research for macro-focused investors.

Fresh U.S. economic releases and dovish Fed signals pushed Treasury yields down and equities up, while corporate AI spending and easing U.S.–China tensions supported risk assets. Separately, crypto saw a sharp contraction—Bitcoin fell to roughly $82.6k and the sector lost about $120 billion in value—creating a bifurcated investment reaction across traditional finance and digital assets.

Franklin Templeton’s XRP ETF approval signals a fresh institutional on-ramp for altcoins while a separate report highlights mounting cash-flow stress for defense contractors amid regulatory delays and fiscal uncertainty.