McLaren's £500M SUV Gamble: A Bid to Mirror Ferrari's Profit Engine
Analysis Daniel Marsh

McLaren's £500M SUV Gamble: A Bid to Mirror Ferrari's Profit Engine

McLaren's £500M plan for an SUV and new plants aims to boost volumes and margins toward Ferrari's level, but Aston Martin's losses show the risks.

RACE
Nissan Commits Up to £170M for Sunderland Kicks e-POWER, Launch Date Undisclosed
Analysis Daniel Marsh

Nissan Commits Up to £170M for Sunderland Kicks e-POWER, Launch Date Undisclosed

Nissan will invest up to £170M to add the Kicks e-POWER hybrid SUV to its Sunderland plant, but without a launch date or volume targets, the impact on utilization remains unclear.

AI Spending Debate Intensifies as Meta and Nvidia Push Back on Slowdown Calls
Technology Sarah Chen

AI Spending Debate Intensifies as Meta and Nvidia Push Back on Slowdown Calls

Zuckerberg and Huang dismiss coordinated AI pause, keeping spending cycle intact. Meta's capex guidance and Nvidia's data-center growth remain key tests.

META NVDA
Messi Signs Deal for CD Eldense Control, Pending Regulatory Approval
Analysis Daniel Marsh

Messi Signs Deal for CD Eldense Control, Pending Regulatory Approval

Lionel Messi has signed to buy CD Eldense, but the deal is pending regulatory approval from Spain's CSD. The purchase price remains undisclosed, leaving the investment case incomplete.

MANU
CenterPoint Data Breach Exposes Customer Data; Full Impact Pending
Regulation James Calloway

CenterPoint Data Breach Exposes Customer Data; Full Impact Pending

CenterPoint Energy disclosed a data breach involving customer personal information. The full scope and financial impact are still under investigation.

CNP
Nintendo's Fire Emblem: Fortune's Weave Adopts Single-Save Design
Analysis Daniel Marsh

Nintendo's Fire Emblem: Fortune's Weave Adopts Single-Save Design

Nintendo's Fire Emblem: Fortune's Weave launches Sept. 17 with a single-save system across routes, a design choice that could impact player engagement and software sales.

Kenyan Court Nullifies Safaricom Stake Sale, Vodacom's Control at Risk
Regulation James Calloway

Kenyan Court Nullifies Safaricom Stake Sale, Vodacom's Control at Risk

Kenya's High Court voided the government's sale of a 15% Safaricom stake to Vodacom, ordering the shares returned, jeopardizing Vodacom's 55% control. Vodacom plans to appeal.

VOD
Mercari Halts Pokémon 30th Anniversary Pack Sales to Curb Speculation
Analysis Daniel Marsh

Mercari Halts Pokémon 30th Anniversary Pack Sales to Curb Speculation

Mercari has temporarily banned unopened Pokémon 30th CELEBRATION pack listings from Sept. 16 to prevent marketplace disruption, with shares down 6.4%.

Australia's $140B Family Support Figure Excludes Home Deposits
Analysis Daniel Marsh

Australia's $140B Family Support Figure Excludes Home Deposits

Australia's A$140B family support figure measures everyday purchases, not home deposits. Separate data shows 30% of homeowners got family help, but mortgage demand is slowing.

CBAUF ANZBY
Target's Pokémon x Owala Drop: A Traffic Test, Not a Sales Driver
Analysis Daniel Marsh

Target's Pokémon x Owala Drop: A Traffic Test, Not a Sales Driver

Target's Pokémon x Owala bottles drop Sept. 16, but the real measure is whether exclusive drops boost store traffic and repeat visits, not just first-day sales.

TGT
IperionX's GenX Titanium Process Hits Key Milestone in 41-Hour Test
Commodities Rebecca Torres

IperionX's GenX Titanium Process Hits Key Milestone in 41-Hour Test

IperionX's GenX titanium process achieved 6x throughput and 75% lower power in a 41-hour test, but unit costs remain undisclosed. Shares rose 2.4%.

GLD
Infratil Boosts FY27 Outlook as CDC Data Center Contracts Hit 1.1 GW
Earnings James Calloway

Infratil Boosts FY27 Outlook as CDC Data Center Contracts Hit 1.1 GW

Infratil lifted its FY27 EBITDAF forecast to NZ$1.32-1.42 billion after CDC Data Centres signed 70MW of new contracts, boosting contracted capacity to 1.1GW. Shares rose 3.6%.