Investment News
19h
Anthropic AI Spurs Sell-Off in Software Stocks
- A wave of investor selling swept through software equities after Anthropic unveiled new AI productivity tools and major tech firms disclosed outsized capex plans for 2026. At the same time, new dealmaking data shows M&A activity polarizing—concentrating in AI-enabled sectors—creating both concentrated opportunities and wider funding gaps.
1d
US $12B Mineral Stockpile Shakes EV Supply Chains!
The U.S. launches a $12 billion strategic minerals stockpile—Project Vault—aimed at securing critical battery and rare-earth supplies, signaling accelerated reshoring and commodity repricing. Separately, Creation Investments closed a $46M Impact Credit Fund II, highlighting growing capital flow into structured social finance in India.
2d
U.S. Tariff Floor Strikes Rare-Earths; Tether 150M
U.S. Commerce Department unveiled a tariff floor on rare earths and critical materials, prompting sell-offs in related equities and signaling a push toward domestic processing. Separately, Tether committed $150 million to Gold.com to connect tokenized and physical gold channels—an advance in asset-tokenization infrastructure.
3d
US-India Deal Shifts Supply Chains, Rupee Rally Up
A landmark US-India trade agreement cuts tariffs, halts Russian oil purchases, and includes a $500B procurement pledge — sparking currency and equity moves and re-routing supply chains. Separately, Siemens’ $1B U.S. manufacturing investment ties AI-driven demand to energy equipment production, creating targeted industrial opportunities.
4d
U.S.–India Deal Spurs India Stocks, Rupee
A surprise U.S.–India trade agreement announced in the last 24 hours—cutting tariffs and unlocking large bilateral purchases—sent Indian equities higher and the rupee sharply stronger. Separately, UP Fintech (TIGR) faced a steep share slide, highlighting continued volatility in niche Chinese fintech names. This piece explains the immediate facts, why they matter to investors, and practical steps to respond.
5d
Devon-Coterra $58B Deal Reshapes US Energy Sector.
Devon Energy's $58 billion all-stock combination with Coterra creates one of the largest U.S. upstream operators, leveraging Delaware Basin scale and boosting combined output to roughly 1.6 million barrels of oil equivalent per day. Concurrently, pricing pressure and rising competition in GLP-1 obesity treatments from Novo Nordisk and Eli Lilly are narrowing earlier trillion-dollar forecasts for the obesity opportunity, forcing investors to reassess valuations and growth assumptions in the pharma niche.
