Opinion

16

Apr 2026
BIRD Over the AI Cuckoo’s Nest?

Allbirds’ pivot from eco-friendly footwear to AI infrastructure has sent its stock soaring. This move could open the door for more brands to enter AI, but will it succeed? | Opinion

11

Apr 2026
China’s IPO Revival: Innovation-driven but Politically Curated

China’s IPO pipeline is rebounding with more Chinese companies raising capital, especially in tech and innovation sectors, backed by policy support but under tight regulatory oversight. | Opinion

10

Apr 2026
Morgan Stanley’s Bitcoin ETF Signals a New Price War on Wall Street

Morgan Stanley’s MSBT launch adds legitimacy to bitcoin on Wall Street, but its 0.14% fee may intensify competition, pressure rival ETF issuers, and reshape how investors access bitcoin exposure. | Opinion

9

Apr 2026
Can ExxonMobil Adapt to the Energy Transition?

XOM stock remains tied to oil, but ExxonMobil is investing in carbon capture and low-emission fuels. Can it adapt to the energy transition while maintaining profits? | Opinion

4

Apr 2026
Intel’s Ireland Fab Deal Reshapes the Recovery Narrative

Intel’s $14.2 billion move to repurchase Apollo’s stake in Fab 34 has changed the tone around the stock. Full ownership of a key Ireland fab strengthens the recovery story, but the next question is whether that stronger narrative can be …

3

Apr 2026
ORCL Stock: How Oracle Is Positioning Itself in the AI Boom

ORCL stock is gaining attention as Oracle pivots into AI and cloud infrastructure. Here’s how Oracle is competing in the AI race and what traders should watch. | VT Markets

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