Chinese EV groups widen overseas investment lead over US rivals
Atlas Public Policy says Chinese companies announced nearly $101bn in overseas EV and battery investments from 2019 to 2025, versu...
By Marcus V. Thorne 1 month agoMarkets Editor
Marcus V. Thorne
Marcus writes the market wraps and the flows analysis: equities, volatility, and the positioning behind the tape.
Latest from Marcus V. Thorne
80/20 Institute pitches EBITDA gains through profit concentration
The firm is targeting PE-backed and middle-market operators with a framework focused on customer and product concentration rather...
By Marcus V. Thorne 1 month ago
80/20 Institute launches PE CEO playbook for first 100 days
The operating guide targets private-equity-backed CEOs under pressure to preserve deal assumptions and expand EBITDA as hold perio...
By Marcus V. Thorne 1 month ago
Helsing raises $1.8bn as defence technology funding accelerates
The German defence start-up said the round valued it at $18bn and would fund new AI platforms for partner nations.
By Marcus V. Thorne 1 month ago
McConnell says fall and pneumonia caused weeks-long Senate absence
The Kentucky Republican said doctors ruled out a heart attack, stroke, concussion and broken bones, but he is not yet returning to...
By Marcus V. Thorne 1 month ago
Analysts cite AI demand in calls on Amazon, Marvell and AMD
TipRanks-tracked analysts maintained buy ratings on Amazon, Marvell and AMD, with cloud and data-center AI demand central to their...
By Marcus V. Thorne 1 month ago
US housing law seeks supply gains as buyers face record affordability strain
The 21st Century ROAD to Housing Act became law without President Trump’s signature, targeting supply, financing access and instit...
By Marcus V. Thorne 1 month ago
Vivani tests semaglutide implant aimed at GLP-1 adherence problem
Novo Nordisk has agreed to evaluate Vivani’s experimental semaglutide implant, a long-acting device still awaiting human trial dat...
By Marcus V. Thorne 1 month ago
Amazon layoffs test former staff in crowded tech job market
Amazon’s largest cuts have coincided with wider tech layoffs and AI-driven restructuring, leaving some former employees facing lon...
By Marcus V. Thorne 1 month ago
AstraZeneca sell-off tests investor confidence in drug pipeline
A late-stage Wainua trial failure erased more from AstraZeneca’s shares than analysts’ valuation models suggested, putting focus o...
By Marcus V. Thorne 1 month ago
Apple hits record close as investors reassess its AI strategy
Apple’s 2026 gain has outpaced the Magnificent Seven as Wall Street gives more credit to its lower-cost approach to artificial int...
By Marcus V. Thorne 1 month agoApple sues OpenAI over alleged trade-secret theft for hardware push
Apple says OpenAI used former Apple staff and partners to obtain confidential information for consumer hardware, according to a fe...
By Marcus V. Thorne 1 month ago