Mining Stocks on Cusp of Supercycle as AI Boom Stokes Metals
Photographer: Alessandro Cinque/Bloomberg (Bloomberg) — Global mining stocks have shot to the top of fund managers’ must-have list,…
AMC Enters Talks With Bondholders, Sparking Slump in Debt Prices
Bloomberg (Bloomberg) — A group of AMC Entertainment Holdings Inc. bondholders is kicking off confidential talks with the…
Oil Climbs as Traders Weigh Renewed Iran Concerns, Cold Weather
Bloomberg (Bloomberg) — Oil rose as traders factored in the possibility of US military action in Iran that…
Yen Jumps Most Since August as Risk of Intervention Ramps Up
(Bloomberg) — The yen abruptly staged its biggest one-day surge since August on speculation that Japanese authorities could…
CEOs Wary of a Jittery US Consumer as Global Tensions Intensify
Photographer: David Paul Morris/Bloomberg (Bloomberg) — As the US earnings season gathers momentum, early results are offering a…
South Korea’s Surprise Contraction Points to Broad Fragility
(Bloomberg) — South Korea’s economy shrank in the final quarter of 2025 due to a broad pullback in…
Disco Shares Soar Most Since April on Booming AI Chip Demand
Bloomberg (Bloomberg) — Disco Corp. shares jumped as much as 15% after the supplier of chipmaking tools reported…
Danish Pension Fund AkademikerPension to Exit US Treasuries
US Treasury dataset on “Long-Term Securities Held by Foreign Residents” (Bloomberg) — The Danish pension fund AkademikerPension is…
China’s $1.2 Trillion Windfall Quietly Seeps Into Global Markets
(Bloomberg) — A record trade surplus racked up by China is washing up around the world, as export…
OpenAI, Microsoft Lose Last Chance to Avoid Trial With Musk
Photographer: Stefani Reynolds/Bloomberg (Bloomberg) — OpenAI Inc. and Microsoft failed to escape a trial over Elon Musk’s claims…
TSMC’s Strong Outlook Fires Up Hopes of Sustained AI Boom
Bloomberg, company filings (Bloomberg) — Taiwan Semiconductor Manufacturing Co. is earmarking as much as $56 billion in capital…
China’s Coal Imports Fall Sharply as Domestic Output and Renewables Rise
China’s coal imports booked a decline last year, at 9.6% from 2024 to a total of 490 million…