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Bloomberg

CarbonScape COO on CATL Investment & Partnership

Vincent Ledoux-Pedailles, Chief Commercial Officer at CarbonScape, discusses the deal that will see Chinese battery giant CATL and Hong Kong based Lochpine Capital take a 20% strategic stake in the company. CarbonScape converts forestry byproducts into graphite for lithium batteries. He says the partnership will help scale CarbonScape's technology over the next two years, with commercial production targeted for 2029 2030. He speaks exclusively with Haidi Stroud Watts on "Bloomberg: The Asia Trade."

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CarbonScape COO on CATL Investment & Partnership
Bloomberg

Tankers Cross Hormuz Via US-Protected Corridor

Western navies continue to say that the threat risk in the Strait of Hormuz is substantial and that the center of the strait has been mined, as ships try to avoid the attentions of Iran's military. Bloomberg's Michael Heath reports.

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Tankers Cross Hormuz Via US-Protected Corridor

Insights

Grafa

Nike margin rebound puts footwear rivals on notice

  • Nike reported Q4 fiscal 2026 revenue of $11 billion, down 1% on a reported basis and down 4% on a currency-neutral basis.
  • Gross margin rose 890 basis points to 49.2%, mainly due to an approximately 900 basis point benefit tied to expected IEEPA tariff recovery.
  • The main sector issue is whether athletic brands can protect margins while wholesale demand, direct sales, tariffs, and cautious consumers reshape growth.
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Grafa

Comcast split turns media scale into a market test

  • Comcast plans to split into two public companies by spinning off NBCUniversal and Sky through a tax-free separation.
  • Comcast reported Q1 2026 revenue of $31.457 billion, while its connectivity unit generated $19.962 billion in segment revenue.
  • The main sector risk is whether cable, broadband, streaming, and studio assets can grow faster as separate companies.
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Comcast split turns media scale into a market test
Grafa

Security software stocks face a fresh profit test

  • BlackBerry reported Q1 FY2027 revenue of $152.9 million, up 26% year over year, with adjusted EBITDA of $36.3 million and GAAP operating income of $15.3 million.
  • The comparison group shows a wide revenue gap, from Cerence’s $64.2 million quarterly revenue to Palo Alto Networks’ $3 billion quarterly revenue.
  • The main sector test is whether AI security, connected-vehicle software, and government communications can keep growing while margins stay under control.
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Security software stocks face a fresh profit test
Grafa

How escalating artificial intelligence hardware demand is rewriting memory chip valuations

  • Micron Technology reported $41.46 billion in quarterly revenue as the firm capitalized on surging data center component demand.
  • The semiconductor manufacturer recorded a GAAP net income of $28.24 billion and declared a quarterly dividend of $0.15 per share.
  • Global hardware manufacturers must carefully secure raw materials to execute aggressive revenue projections amid volatile enterprise capital expenditures.
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How escalating artificial intelligence hardware demand is rewriting memory chip valuations

Economy

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Economy

Markets brace for Tuesday deadline as Trump threatens Iranian power grid

Global financial markets entered a state of high-alert Monday morning as President Donald Trump issued a final, televised ultimatum to Tehran, threatening the total destruction of Iran’s industrial infrastructure if the Strait of Hormuz is not reopened by Tuesday evening.

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Markets brace for Tuesday deadline as Trump threatens Iranian power grid
Grafa
Economy

U.S. job growth beats forecasts in March amid escalating geopolitical risks

U.S. hiring rebounded more sharply than anticipated in March as the return of striking healthcare workers and seasonal warming bolstered payrolls, providing a temporary reprieve for a labor market increasingly clouded by Middle East conflict and trade volatility.

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U.S. job growth beats forecasts in March amid escalating geopolitical risks

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