Streetbeat News

Partnerships

EMSKF

Musk Metals Corp. has terminated its property option agreement with Jinhua Capital Corporation regarding the Pluto Property in Quebec.

Portfolio Pulse from

March 14, 2025 | 10:15 am

SFTBY

SoftBank is purchasing a former Sharp factory in Japan for $676 million to convert it into an AI data center, in collaboration with OpenAI.

Portfolio Pulse from

March 14, 2025 | 9:45 am

AAPL

BA

GE

Boeing, Apple, and GE are set to join a U.S. business mission to Vietnam, indicating confidence in the Southeast Asian market as Vietnam aims to avoid U.S. trade tariffs.

Portfolio Pulse from

March 14, 2025 | 9:45 am

RERE

ATRenew reported strong sales growth and its second consecutive quarter of positive GAAP net income, with 2024 revenues up 25.9% year-on-year. Collaborations with JD.com and government subsidies have boosted its recycling business. The company has a solid financial position with negative net debt and ongoing share buybacks.

Portfolio Pulse from

March 14, 2025 | 9:15 am

NVDA

Reply is participating in NVIDIA GTC 2025, focusing on AI-driven solutions and intelligent systems. The event highlights the future of accelerated computing and AI, with a panel discussion on transforming customer service.

Portfolio Pulse from

March 14, 2025 | 9:15 am

TLN

Talen Energy is positioned to benefit from rising energy prices due to its aggressive commercial strategy and hedging. The company has significant exposure to the PJM grid and a co-location deal with Amazon that boosts EBITDA. Regulatory issues are expected to be resolved by 2028, with cash earnings projected to grow over 30% on average through 2027.

Portfolio Pulse from

March 14, 2025 | 9:00 am

MPNGY

Meituan's Keeta is poised to dominate Hong Kong's food delivery market with over 50% market share after Deliveroo's exit. This success underscores Meituan's global growth potential, with plans to expand in the GCC region and possibly enter Singapore.

Portfolio Pulse from

March 14, 2025 | 8:45 am

STLA

Stellantis Pro One and IVECO have signed agreements for the supply of two all-electric Light Commercial Vehicles to IVECO for the European market. These vehicles will be based on Stellantis' all-electric platforms.

Portfolio Pulse from

March 14, 2025 | 7:45 am

AEG

Aegon has launched a community investment program in partnership with the Bermuda Foundation, focusing on education, financial and social empowerment, and providing a grant to the foundation. This initiative strengthens Aegon's ties with Bermuda, where its subsidiary, Transamerica Life Bermuda, has been active for two decades.

Portfolio Pulse from

March 14, 2025 | 7:15 am

AAOI

Applied Optoelectronics' stock surged 82% after announcing a stock warrant agreement with Amazon, allowing Amazon to purchase 7.95 million shares at $23.69 each. The specifics of the business deal remain unclear, but it may involve outfitting Amazon's datacenters.

Portfolio Pulse from

March 14, 2025 | 5:30 am