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The chief executive’s choice of words on Friday was telling. “The obesity market is not a zero-sum game,” Mike Doustdar told Reuters, reaching for an analogy from the company’s own history — a dozen insulin brands once coexisted, so why not the same for GLP-1 therapies? It is the kind of reassurance a company typically […]

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There is a peculiar tension at the heart of Xiaomi’s current market narrative. Between early June and mid-July, the company quietly repurchased nearly 80 million of its own shares across fourteen tranches — roughly HK$100 million worth of stock. Buybacks are typically read as a management vote of confidence. Yet the timing here tells a […]

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The hydrogen sector has never been short on ambition, and Ballard Power’s proposed acquisition of GeoPura is a case in point. But as the Vancouver-based fuel-cell specialist pushes deeper into its Energy-as-a-Service pivot, the market is demanding evidence that the strategy can translate into profits — not just press releases. That tension was on full […]

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Copper prices are touching unprecedented territory on the Comex, with the red metal trading above $14,800 per tonne. Yet for investors in Bougainville Copper, the commodity rally might as well be happening on another planet. The stock has been caught in a regulatory storm that has little to do with supply-demand fundamentals and everything to […]

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The stock market has a habit of rewarding companies that sit at the intersection of geopolitics and industrial policy, and MP Materials is currently occupying that exact sweet spot. The rare earth producer’s shares climbed 6.8 percent on Friday to EUR 51.60, extending a 30-day rally of roughly 20 percent and underscoring how quickly sentiment […]

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