Two Penguins Investment
Preparing your financial briefing…
Financial Intelligence
Recent perspective
Recent financial reporting selected by recency, stored importance, and source diversity.
The lead
Nasdaq Marketstechnologycorporate event
Nvidia is moving beyond selling GPUs by helping build AI infrastructure that clients could depend on for decades. The company's AI factory projects could create long-lived facilities that can be upgraded with new generations of Nvidia technology.
Continue at Nasdaq Markets02
CNBC Top Newsregulationregulatory action
The SEC sued Institutional Shareholder Services to enforce a subpoena. The action comes as the Trump administration increases scrutiny of influential proxy advisers.
03
BBC Businesscompaniescorporate event
Live chronology
Page 168 · Newest reporting first
BBC Businessotherinvestment opinion
Economist Daron Acemoglu discusses liberal democracy in crisis and how AI could make it worse.
Nasdaq Marketsmarketsmarket event
The Malaysia stock market has declined for three straight sessions, with the Kuala Lumpur Composite Index losing almost 50 points. The index now sits just above the 1,700-point level and may extend losses on Wednesday.
BBC Businesstechnologyinvestment opinion
The article examines whether self-flying planes could transform aviation, noting that autonomous crop-spraying aircraft are leading the way in pilot-free flying. It focuses on the emerging use of autonomous flight technology.
BBC Businessotherroutine announcement
The article offers consumer tips for reducing the cost of dining out. It does not contain material financial market or economic developments.
CNBC Top Newstechnologyinvestment opinion
Palo Alto Networks CEO Nikesh Arora said AI is forcing companies to modernize roughly $1 trillion of aging cybersecurity infrastructure. He said existing systems are not equipped for AI-driven attacks.
Nasdaq Marketscompaniesinvestment opinion
Analysts discuss whether Adobe represents a deep-value opportunity or faces disruption risk from AI. The commentary is presented as part of a Motley Fool Scoreboard episode focused on market trends and potential investment opportunities.
Nasdaq Marketsmarketsmarket event
The Nikkei 225 has declined for two consecutive sessions and may face further losses. The index is currently just above the 66,215-point level.
Nasdaq Marketscompaniesinvestment opinion
The article argues that Alphabet's custom-designed AI computing units have attracted new clients. It presents Alphabet as a potential ultimate winner in AI beyond Nvidia and OpenAI.
Channel NewsAsia Businessmacroeconomic data
South Korea's inflation rate quickened due to a one-off factor. The reading missed market expectations.
Channel NewsAsia Businessmacroeconomic data
South Korea's inflation quickened because of a one-off factor but still came in lower than expected. The report indicates price pressures remained milder than market forecasts.