News Hub

May 21, 2026

Marcus Reed

Press Releases

Osisko Development Announces Pricing of US$275.0 Million Aggregate Principal Amount of 4.125% Convertible Senior Notes Offering (25.0% Conversion Premium)

Osisko Development Corp. has priced a private placement of $275 million aggregate principal amount of 4.125% convertible senior notes due 2031, including $50 million purchased by an affiliate. The net proceeds will finance the development of its flagship Cariboo Gold Project in British Columbia and general corporate purposes. The notes carry a 25% …

ODV

May 21, 2026

Sofia Navarro

Economy

ECB’s Rehn: Limited Evidence So Far That High Inflation Is Becoming Entrenched

European Central Bank policymaker Olli Rehn said there are few signs that a persistent period of high inflation is taking hold in the euro area despite a recent rise in consumer prices following disruptions to oil shipments through the Strait of Hormuz. Rehn signalled the ECB is likely to raise rates at its June 11 meeting to protect its credibilit…

May 21, 2026

Marcus Reed

Economy

Middle East conflict drags on India manufacturing as services show modest resilience, PMI indicates

India's private-sector expansion moderated in May as a slowdown in manufacturing - linked to the Middle East conflict and weaker external demand - offset a slight improvement in services activity. The HSBC flash Composite PMI compiled by S&P Global fell to 58.1 from April's 58.2, with export orders, input costs and business optimism showing signs o…

May 21, 2026

Avery Klein

Economy

Iran Reviews U.S. Peace Proposal as Trump Signals Pause on Military Strike

Iran's Foreign Ministry has confirmed receipt of the latest U.S. position on ending hostilities and said it is reviewing those views as talks continue through Pakistan. The development follows U.S. President Donald Trump's announcement that a planned military operation has been postponed while negotiations progress, though he warned further action …

May 21, 2026

Leila Farooq

Stock Markets

Dimon Says JPMorgan Will Pivot Hiring Toward AI Experts, Trim Some Banker Roles

JPMorgan Chase CEO Jamie Dimon told Bloomberg Television at the bank's China Summit in Shanghai that the firm will likely hire more artificial intelligence specialists and fewer traditional bankers as AI adoption accelerates. Dimon said the technology is expected to reduce some jobs over time while increasing productivity for remaining employees, a…

May 21, 2026

Caleb Monroe

Economy

Samsung’s pay standoff shows fresh ruptures even after last-minute pact

A late-night accord between Samsung Electronics and its union has temporarily halted a planned strike, but dissent from some shareholders threatens to undo the deal. While markets cheered, lifting South Korean equities and chip stocks, other developments - including oil shipments through the Strait of Hormuz, mixed signals from Nvidia, robust Japan…

May 21, 2026

Sofia Navarro

Economy

From TACO to FOMO: Retail Traders Convert Political Turmoil into Repeatable Plays

A distinct set of retail-driven trading patterns has emerged as investors react to the market shocks associated with the second term of U.S. President Donald Trump and the conflict in Iran. Traders increasingly trade around acronyms such as TACO (Trump always chickens out), FAFO (f*** around, find out) and FOMO (fear of missing out), leaning into r…

May 21, 2026

Jordan Park

Trade Ideas

Sandisk: Momentum Backed by Cash Flow and AI-Driven Demand

Sandisk (SNDK) has rallied into the AI-driven memory spotlight. The stock is trading near $1,392 and carries a market cap around $205-206B, but fundamentals - $4.46B in free cash flow, 30+ in EPS, and double-digit return on equity - support further upside. This trade idea lays out a mid-term swing entry, stop, and target while outlining the key cat…

SNDK

May 21, 2026

Leila Farooq

Stock Markets

Nvidia earnings lift Asian chip suppliers as AI demand remains robust

Asian suppliers tied to Nvidia climbed sharply after the chipmaker reported stronger-than-expected first-quarter results and signaled continued AI-driven demand. A last-minute agreement between Samsung and a major union to avert a strike further supported sentiment. Major memory, foundry, assembly and components suppliers posted notable gains, alth…

May 21, 2026

Maya Rios

Stock Markets

Asian Markets Rally as Nvidia Beats Estimates; KOSPI Rockets on Samsung Union Deal

Asian equities climbed sharply after Nvidia reported stronger-than-expected quarterly results and offered optimistic revenue guidance, reviving appetite for semiconductor and technology shares. South Korea’s KOSPI surged on news that Samsung Electronics and its union reached a tentative wage agreement, suspending plans for an 18-day strike that wou…

May 21, 2026

Jordan Park

Stock Markets

RBI Considers Rate Hike, Currency Swaps and Overseas Dollar Raises as Rupee Sags

The Reserve Bank of India is exploring several tools to shore up the rupee, including a possible increase in interest rates, expanding currency swap arrangements and attracting dollars from foreign investors. Senior RBI officials, including Governor Sanjay Malhotra, have held internal deliberations in response to the rupee sliding to near 97 agains…

May 21, 2026

Hana Yamamoto

Stock Markets

U.S. Energy Storage Installations Reach Quarterly High in Q1 2026

U.S. energy storage developers added 9.7 GWh of capacity in the first quarter of 2026, a quarterly record and a 32% increase from the year-ago period, according to a joint report by the Solar Energy Industries Association and Benchmark Mineral Intelligence. Growth was concentrated in utility-scale projects led by Texas, Arizona and California, whil…

May 21, 2026

Caleb Monroe

Stock Markets

Google Pledges $15 Billion for Missouri Infrastructure, Plans New Data Center in New Florence

Google announced a $15 billion investment in Missouri infrastructure that includes a new data center in New Florence, Montgomery County. The company has contracted for over one gigawatt of new generation capacity in the state and, through a partnership with Ameren, is supporting development of more than 500 megawatts of additional capacity. Missour…

May 20, 2026

Sofia Navarro

Trade Ideas

Baldwin Insurance: Buy at the Reset — Growth Poised to Re-accelerate as AI Fears Overblown

Baldwin Insurance (BWIN) trades near $20 after a steep derating from last year's highs. Despite negative headlines about AI and an old short-squeeze narrative, the company’s diversified segments - especially Medicare and Capacity & Technology Solutions - give it a multi-year growth runway. Valuation at ~1.2x P/S and EV/sales 2.56 with high short in…

BWIN

May 20, 2026

Leila Farooq

Stock Markets

Samsung Shares Spike After Last-Minute Deal Halts Strike; Generous Stock Bonuses Trigger Debate

Samsung Electronics reached a late-stage agreement with its South Korean union that has put an 18-day strike by roughly 48,000 members on hold and sent the company’s shares and the KOSPI sharply higher. The settlement includes sizeable special bonuses for the chip division, largely to be paid in company stock and contingent on multi-year profit thr…

May 20, 2026

Caleb Monroe

World

Tehran Weighs U.S. Proposals as Trump Says He Can Wait a Few Days

Iran has said it is evaluating Washington's latest approach to ending the war after U.S. President Donald Trump indicated he might wait a short time for Tehran's response but warned of renewed attacks if a deal is not reached. Pakistan is continuing to shuttle messages between the two capitals. The conflict has severely disrupted shipping through t…

May 20, 2026

Priya Menon

Stock Markets

SoftBank Soars 20% as AI-Related Moves and SB Energy Filing Lift Sentiment

Shares of SoftBank Group climbed sharply after market reports suggested renewed momentum around the company’s AI holdings, including reports that OpenAI is preparing for a potential public offering and confirmation that SB Energy has confidentially filed for a U.S. IPO. The rise follows recent declines in the stock amid weakness in U.S. technology …

May 20, 2026

Nina Shah

Stock Markets

Arafura green-lights $1.6 billion Nolans rare earths development in Northern Territory

Arafura Rare Earths has approved the $1.6 billion Nolans project in Australia’s Northern Territory. Backed by export credit agency commitments from four countries and offtake agreements with major manufacturers, the operation aims to become Australia’s third-largest producer of neodymium-praseodymium oxide and begin production in mid-2029.

May 20, 2026

Hana Yamamoto

Trade Ideas

HubSpot: AI Hype Is Real — But Don’t Overpay for It (Tactical Short Trade)

HubSpot is profitable, cash-generative and deeply entrenched with SMBs, but current valuation and recent technicals leave upside limited versus downside risk if AI monetization disappoints. We propose a tactical short entry at $205 with a $170 target over a mid-term (45 trading days) horizon and a $230 stop.

HUBS

May 20, 2026

Ajmal Hussain

Stock Markets

U.S. Warns Palestinian UN Delegation of Visa Consequences if Vice Presidency Bid Continues

An internal State Department cable directed U.S. diplomats in Jerusalem to inform the Palestinian delegation that the United States may revoke visas granted to Palestinian U.N. mission staff if Palestinian ambassador Riyad Mansour does not withdraw his candidacy for vice president of the U.N. General Assembly. The cable framed the bid as a potentia…

May 20, 2026

Avery Klein

Commodities

Gold Climbs as Hopes for U.S.-Iran Peace Support Bullion

Gold extended gains in Asian trade as markets reacted to comments suggesting progress toward a U.S.-Iran peace deal. A retreat in yields this week and bargain buying after steep losses helped bullion, while persistent geopolitical risks and disruptions to oil flows kept broader optimism tempered. Other precious metals also advanced.

May 20, 2026

Sofia Navarro

Insider Trading

Insight Partners Sells Coursera Stock Following Recent Corporate Developments

Insight Partners Public Equities Master Fund, L.P., reported selling a substantial block of Coursera common stock on May 18, 2026. This transaction occurred against a backdrop of mixed corporate news for Coursera, which recently announced a $500 million share buyback program and completed the acquisition of Udemy.

May 20, 2026

Leila Farooq

Economy

BOJ Board Member Koeda Advocates for Measured Interest Rate Increases Amid Inflationary Risks

Bank of Japan board member Junko Koeda has signaled a preference for incremental adjustments to monetary policy, suggesting that interest rates should be increased at what she described as an "appropriate pace." Speaking in Fukuoka, Koeda highlighted the necessity of addressing potential inflationary pressures while carefully managing the economic …

May 20, 2026

Sofia Navarro

Insider Trading

Director's Significant Stock Purchases at Fortune Brands Innovations Amid Market Weakness

Fortune Brands Innovations director Edward P. Garden made substantial purchases of the company's common stock over two days in May 2026. These acquisitions occurred while the stock was trading near its 52-week low and had seen a notable decline year-to-date. This activity follows reports that FBIN missed analyst expectations for both earnings per s…

May 20, 2026

Derek Hwang

Insider Trading

Executive Selling Activity at Fold Holdings Amid Quarterly Financial Miss

The recent SEC Form 4 filing disclosed that William Brian Poppic Reeves, the Chief Executive Officer and a significant shareholder at Fold Holdings, Inc. (NASDAQ:FLD), divested company common stock totaling $25,003. These sales, which occurred on May 18 and May 19, 2026, were executed to satisfy tax withholding requirements related to the vesting a…