Ray Dalio, the billionaire founder of the world's largest hedge fund, just issued a stark warning: The global systems that keep money flowing freely are breaking down, and the world is on the brink of what he calls a "capital war" that would have major ramifications for the stock market. That's because even under more normal circumstances, the free flow of capital is critical for businesses to suc...
Ray Dalio, the billionaire founder of the world's largest hedge fund, just issued a stark warning: The global systems that keep money flowing freely are breaking down, and the world is on the brink of what he calls a "capital war" that would have major ramifications for the stock market. That's because even under more normal circumstances, the free flow of capital is critical for businesses to successfully execute -- and these aren't normal circumstances. Though he didn't explicitly name artificial intelligence (AI) while speaking Feb. 2 at the World Governments Summit in Dubai, it's hard not to make the connection: The AI arms race driving the S&P 500 (SNPINDEX: ^GSPC) to historic highs is one of the most expensive investment cycles in history, and even with the largest companies on the planet investing gargantuan sums of their own money, it's being fueled by a whole lot of debt. Continue reading
Olympus Corp. fell the most in nearly eight months after the company cut its operating income guidance for the full year and third-quarter earnings missed analyst estimates. The stock dropped as much as 11% in early Tokyo trading Monday, the biggest intraday decline since June 2025. The Japanese medical device maker slashed its outlook to between ¥75 billion ($491 million) and ¥87 billion, taking ...
Olympus Corp. fell the most in nearly eight months after the company cut its operating income guidance for the full year and third-quarter earnings missed analyst estimates. The stock dropped as much as 11% in early Tokyo trading Monday, the biggest intraday decline since June 2025. The Japanese medical device maker slashed its outlook to between ¥75 billion ($491 million) and ¥87 billion, taking into account progress up to the third quarter and the impact of shipment suspensions in the surgical intervention business, Olympus said Friday. The forecast missed the Bloomberg consensus of ¥132 billion. Meanwhile, operating profit for the third quarter fell 37% to ¥24 billion, missing the estimate of ¥35 billion. The decline was driven by weaker sales, expenses tied to job cuts and a worsening cost-of-sales ratio amid higher US tariffs and voluntary product recall, the company said. “While special factors appear to have played a major role, this was a negative surprise,” SMBC Nikko Securities Inc. Shinnosuke Tokumoto wrote in a note to clients. Chief Executive Officer Bob White is shaking up Olympus after taking over last year with the company in turmoil following the sudden exit of its previous leader. The US Food and Drug Administration warned health-care providers in June about importing certain medical devices manufactured in Japan by Olympus, including some endoscopes and machines used to wash them. Read More: Olympus Soars Most in Six Years on 2,000 Job Cuts, Shakeups White has said he plans to cut about 2,000 jobs — or roughly 7% of the firm’s global workforce — and change its region-centric structure to improve productivity. Olympus is also reviewing its supply chain as it aims to cut costs.
Intel (NasdaqGS:INTC) was fined by Indian antitrust authorities over its warranty policies, creating regulatory complications in an important market. The company reportedly committed around US$100 million to AI startup SambaNova Systems to support its position in AI and high performance computing. Intel appointed former Qualcomm veteran Eric Demers as Chief GPU Architect to strengthen its GPU and ...
Intel (NasdaqGS:INTC) was fined by Indian antitrust authorities over its warranty policies, creating regulatory complications in an important market. The company reportedly committed around US$100 million to AI startup SambaNova Systems to support its position in AI and high performance computing. Intel appointed former Qualcomm veteran Eric Demers as Chief GPU Architect to strengthen its GPU and accelerated computing efforts as AMD gains market share. For you as an investor, these moves...
The Macquarie Group Ltd. logo is displayed on the facade of the Macquarie Group Building in Sydney, Australia, on Friday, April 27, 2012. Ian Waldie | Bloomberg via Getty Images Shares of Australia's Qube Holdings jumped to a record high Monday after the ports and logistics company agreed to be taken over by a consortium led by Macquarie Asset Management at an enterprise value of about $11.7 billi...
The Macquarie Group Ltd. logo is displayed on the facade of the Macquarie Group Building in Sydney, Australia, on Friday, April 27, 2012. Ian Waldie | Bloomberg via Getty Images Shares of Australia's Qube Holdings jumped to a record high Monday after the ports and logistics company agreed to be taken over by a consortium led by Macquarie Asset Management at an enterprise value of about $11.7 billion Australian dollars ($8.26 billion). The offer represents a 27.8% premium to Qube's last closing price of A$4.07 on Nov. 21, the final trading day before the company announced it had entered an exclusivity process for the deal, Qube said in a statement . Qube Chairman John Bevan said the offer reflects the company's strong position as a logistics provider across Australia and New Zealand and its growth prospects. The transaction is subject to regulatory approvals, including from Australia's Foreign Investment Review Board, the Australian Competition & Consumer Commission, New Zealand's Overseas Investment Office and Papua New Guinea's competition regulator.
For the first time ever, Jupiter Asset Management’s Mark Nash is placing a long-term, strategic bet that Japanese government bonds will rise. Nash bought 10-year JGBs last week, closing a long-held short position in the maturity, saying Prime Minister Sanae Takaichi ’s resounding election win just over a week ago removes political uncertainty and gives her a free hand to set policy. “Things look b...
For the first time ever, Jupiter Asset Management’s Mark Nash is placing a long-term, strategic bet that Japanese government bonds will rise. Nash bought 10-year JGBs last week, closing a long-held short position in the maturity, saying Prime Minister Sanae Takaichi ’s resounding election win just over a week ago removes political uncertainty and gives her a free hand to set policy. “Things look bright, why not take JGB exposure?” Nash, who helps manage about $1.3 billion at Jupiter, said in an interview. “JGBs have been battered on policy concerns, and now that that’s clearing up, we think the opportunity is there.” A shift to higher interest rates and months of political uncertainty have hoisted Japan’s government bond yields to their highest in decades. Nash is part of a growing group of foreign investors lured by the potential returns at a time when unpredictable US policy making encourages a move away from US assets. Since the vote, the country’s bond market and the yen have surged, leaving the yield on 30-year notes down about 40 basis points in less than a month. “The market has been absolutely petrified, and it’s really struggled to work out what the future policy from the BOJ and the government is going to be,” he said. “Japan showed that as soon as you act with clarity, the long end will rally.” Long-Term Shift Nash took a punt on Japan’s government bonds after US President Donald Trump’s shock tariff announcement in April. But the shift in his longer term view ends a strategy of selling the nation’s debt that he was pursuing up until a few months ago. Going short worked well for him, ensuring his Strategic Absolute Return Bond Fund returned 7.6% over the last year, and putting it in the top 10th percentile compared with funds with similar mandates. The political calm is also encouraging him to buy the yen against the dollar and the pound. In particular, he’s betting its days of weakness compared with its safe-haven rival — the Swiss franc — are numbered. ...
EVs Become New Affordability Play: Buy Used, Three Years Old, Save 50% Electric car affordability remains out of reach for many consumers because these vehicles still cost more than petrol-powered cars, with average transaction prices for a new EV in August 2025 at about $57,000. Still, some buyers want EVs and are turning to the used car market. Bloomberg reports that the used EV market saw about...
EVs Become New Affordability Play: Buy Used, Three Years Old, Save 50% Electric car affordability remains out of reach for many consumers because these vehicles still cost more than petrol-powered cars, with average transaction prices for a new EV in August 2025 at about $57,000. Still, some buyers want EVs and are turning to the used car market. Bloomberg reports that the used EV market saw about 89,000 vehicles change hands in the last three months of 2025, up 13.5% year over year. The figures, based on Cox Automotive data, also show used EV inventory turning over in roughly 50 days, slightly faster than gas-powered cars. "The buzzword for the year is ‘affordability’ for a really good reason," Liz Najman, director of market insights at Recurrent, told the outlet. Her firm provides range estimates and other EV-centric data to car dealers and consumers. Najman said, "You can get a two- or three-year-old EV for 50% off, and you’re talking about something with a lot of technology and a warranty on the battery." There’s also a tsunami of off-lease EVs from 2023 to 2024 hitting the market now. EV depreciation has been an absolute nightmare for owners who bought new. At this point, buyers can often wait 2 to 3 years and pick up an EV at roughly a 50% discount, with full vehicle and battery warranties still intact. CarEdge analyst Justin Fischer pointed out, "Used EVs are an answer to the affordability crisis in America ... and you can score a really good deal for just under $20,000." Tyler Durden Sun, 02/15/2026 - 19:15
Freshworks (NASDAQ: FRSH) stock suffered big sell-offs over the past week's trading in response to the company's latest earnings report. The software specialist's share price fell 18.8% over the stretch. Freshworks published its fourth-quarter results after the market closed on Feb. 10 and actually reported sales and earnings for the period that beat Wall Street's expectations. Despite the perform...
Freshworks (NASDAQ: FRSH) stock suffered big sell-offs over the past week's trading in response to the company's latest earnings report. The software specialist's share price fell 18.8% over the stretch. Freshworks published its fourth-quarter results after the market closed on Feb. 10 and actually reported sales and earnings for the period that beat Wall Street's expectations. Despite the performance beats, investors weren't satisfied with the company's forward guidance and sold out of the stock. Continue reading
Pedestrians stand in front of an electronic quotation board displaying the numbers of the Nikkei Stock Average on the Tokyo Stock Exchange in Tokyo on Feb. 3, 2026. Kazuhiro Nogi | Afp | Getty Images Japan's economy grew 0.1% in the fourth quarter of 2025 compared to the previous three months, offering a modest rebound after a sharp contraction earlier in the year. While it was a reversal of the 0...
Pedestrians stand in front of an electronic quotation board displaying the numbers of the Nikkei Stock Average on the Tokyo Stock Exchange in Tokyo on Feb. 3, 2026. Kazuhiro Nogi | Afp | Getty Images Japan's economy grew 0.1% in the fourth quarter of 2025 compared to the previous three months, offering a modest rebound after a sharp contraction earlier in the year. While it was a reversal of the 0.6% contraction in the third quarter, the gross domestic product missed expectations of a 0.4% expansion by economists polled by Reuters. On an annualized basis, the economy expanded 0.2%, compared with forecasts of 1.6% and also rebounding from the third quarter's 2.3% decline. On a year-on-year basis, fourth quarter GDP expanded 0.1%, down from 0.6% in the third quarter. Data from Japan's The Bank of Japan in January raised its economic growth forecast for the fiscal year ending March 2026 to 0.9% from 0.7%. It also lifted its fiscal 2026 outlook to 1% from 0.7%. The central bank said it expects moderate expansion as other countries return to growth. The BOJ also said it sees a virtuous cycle of rising prices and wages, supported by the government's economic measures and accommodative financial conditions. The data comes as Japan works with the U.S., its second-largest trading partner, on a $550 billion investment pledge under its trade deal with Washington. Public broadcaster NHK reported last Friday that Tokyo and Washington have yet to agree on the first projects tied to the pledge. Japan Economy Minister Ryosei Akazawa was quoted as saying he hoped the initial projects would be finalized before Prime Minister Sanae Takaichi meets U.S. President Donald Trump. Trump had announced the meeting with Takaichi just before the Feb. 8 Lower House election, which saw Takaichi lead the ruling Liberal Democratic Party to a landslide victory . After her victory, Takaichi said last Monday that she would support economic growth by boosting investment through "proactive" fiscal polic...