Eskom has established Eskom Green, a new renewable energy subsidiary, as part of its unbundling strategy amid operational improvements and ongoing financial challenges.
The India-Oman Comprehensive Economic Partnership Agreement (CEPA) is considered special due to its strategic and economic significance, marking a milestone in bilateral relations.
SPVs Let Smaller Investors Enter Deals—But They Add a New Layer of Complexity
Inevitably, understanding SPVs’ complexities is crucial to safeguarding your investments and making informed decisions—discover how to navigate these challenges effectively.
The NVIDIA Earnings Preview: What Q1 FY27 Will Reveal About the AI Cycle
NVIDIA reports Q1 FY27 earnings on May 20, 2026. Key focus on revenue, data center growth, and AI demand signals shaping the AI infrastructure outlook.
The Orchestration Layer Arrives: What Anthropic’s Finance Agents Mean for Bloomberg, FactSet, and Wall Street
Anthropic releases new agent templates and connectors, positioning Claude as a universal orchestration layer over financial data providers, challenging Bloomberg’s UI dominance.
The Bubble Is Not in Valuations: It’s in the Productivity Gap
New research shows AI’s impact on productivity is minimal, exposing a disconnect between expectations and reality, with major implications for markets and strategies.
The $725 Billion Question: Hyperscaler Capex Q1 2026 and What the Earnings Don’t Answer
The Big Four hyperscalers spent a combined $725 billion on AI infrastructure in Q1 2026, marking the largest capital cycle in tech history amid questions on ROI and future growth.
The Anthropic-Blackstone-Goldman JV: Reverse-Engineering the $1.5B Enterprise AI Services Structure
Anthropic, Blackstone, H&F, and Goldman Sachs form a $1.5B standalone AI services firm targeting mid-sized companies, embedded engineers, and enterprise AI adoption.
