South Africa’s largest independent fund manager sees emerging markets credit as fundamentally stronger than developed markets. The CEO warns developed economies have “layered layers and layers of credit on top of things” while EM credit has been “starved of capital.”
A top UBS strategist managing $6.6 trillion says Chinese AI stocks provide crucial diversification from overheated US tech. Despite competing directly, the sectors show surprisingly low correlation. Some Chinese tech ETFs are already outperforming the Nasdaq.
Apple appears to be laying groundwork in iOS 26.2 beta 3 that would allow iPhone users in the European Union to set third-party voice assistants as their default. Code references suggest the change would let users assign different apps to the Side Button press-and-hold gesture currently reserved for
Embark Studios’ extraction shooter Arc Raiders continues its explosive growth, breaking its concurrent player record for the third time since launching in late October. The game just hit 481,966 simultaneous players on Steam, placing it among the platform’s all-time greats. Across all platforms, it’
The short-term rental company Sonder went bankrupt after Marriott terminated their partnership, leaving guests locked out of their rooms mid-stay. Travelers reported being stranded during winter storms and unable to retrieve belongings as the $1.9 billion startup collapsed.
While competitors chase obvious applications, 3M uses a “when and where” framework to architect entire industries. Their 15% culture and focus on customer problems creates sustainable advantages in emerging markets like hydrogen.
The premium $999 Xbox ROG Ally X handheld is flying off shelves faster than Asus anticipated. The company now expects to generate up to $160 million in revenue from the Ally lineup as it races to increase production of the high-end models that are currently in short supply.
Microsoft is making far more money from its OpenAI investment than expected. Leaked financials show nearly $1.4 billion in revenue sharing payments in just over a year, with growth accelerating dramatically in 2025.
The open-source Nouveau driver for NVIDIA GPUs on Linux is making surprising progress. New patches enable cooperative matrix support and GPU reclocking, closing the performance gap with proprietary drivers.
The residential solar industry faces a major shift as the federal Investment Tax Credit phases out at the end of 2025. Installers are turning to AI tools and new financing models to survive the projected 26% demand drop. The future depends on innovation, not incentives.
