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Latest reporting and analysis by Mr. Stone Heathcote.
Banco Bilbao Vizcaya Argentaria announced the completion of its global cloud migration using a new data and AI platform. The bank also received recent analyst rating updates and was added to Goldman Sachs' European Conviction List.
Munro Partners' Global Growth Fund returned -0.7% in Q4 2025, with Oracle Corporation highlighted as a key performance detractor in its investor letter.
A bullish thesis on VICI Properties Inc. was shared on X.com, noting its portfolio of 93 experiential assets and triple net lease structure. The stock traded at $27.81 on January 13th.
Mitsubishi Electric is soliciting bids for its automotive equipment business, with first-round proposals due by Jan. 26 and a potential sale value exceeding $1.3 billion.
China's 2025 trade surplus hit a record $1.189 trillion, with exports growing 6.6% in December. Firms shift focus to new markets as US tariffs remain high.
Microsoft has launched a 'Community-First AI Infrastructure' initiative with five commitments for communities hosting its data centers, addressing local concerns over power, water, jobs, taxes, and education.
Cotton futures traded steady to lower Tuesday with front months down 3 points. The Seam auction recorded 21,284 bales at 60.09 cents/lb. ICE certified stocks fell 481 bales to 11,029 bales.
US stock indexes closed lower Tuesday. Software stocks dropped after an AI tool preview, and credit card companies fell on Trump's interest rate cap comments. Inflation data eased concerns briefly.
Gold eased from a record high after weaker-than-expected US inflation data and renewed White House attacks on the Federal Reserve, while silver briefly topped $89 an ounce.