Feb 04, 2026 · 8 min read

CNBC's UK Exchange newsletter: The pressure’s on Shell to beat once again

With Shell’s results on the horizon, questions remain over the pace of earnings growth in years to come — despite evidence that it is one of the best-run companies in its sector.

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finance

Feb 04, 2026 · 2 min read

UBS beats expectations with $1.2 billion fourth-quarter profit, plans $3 billion buyback

UBS reported its fourth quarter earnings on Wednesday.

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finance

Feb 04, 2026 · 1 min read

FirstFT: Russia suspected of intercepting Europe’s key satellites

Also in today’s newsletter: Lloyds overhauls strategy and Santander’s US acquisition

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finance

Feb 04, 2026 · 3 min read

Asian software stocks plunge after U.S. peers decline on fears over AI-led disruption

Wall Street's fears around artificial intelligence-driven disruption affecting software companies have made their way into Asia.

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finance

Feb 04, 2026 · 1 min read

Reading the runes on a Warsh Fed

The presumptive next chair might be better than others on the list, but he is a confusing, perhaps confused, figure

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finance

Feb 04, 2026 · 1 min read

Rare earths customers in rush to find alternatives to Chinese suppliers

Trade tensions between Beijing and Washington drive ‘influx’ of funding, says Adamas Intelligence

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finance

Feb 04, 2026 · 1 min read

Nvidia AI chip sales to China stalled by US security review

The state department has pushed for close scrutiny before approving export licences

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finance

Feb 04, 2026 · 2 min read

Nintendo shares sink 10% as gaming giant faces memory shortage concerns

Nintendo fell over 10% in Asia trade as the gaming giant faces headwinds from an unprecedented memory shortage.

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finance

Feb 04, 2026 · 1 min read

India hails Trump ‘deal’ but ducks discussing Russian oil ban

Analysts deeply sceptical of US president’s claim that Narendra Modi has promised to stop buying crude from Russia

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finance

Feb 04, 2026 · 7 min read

'Muskonomy' shakeup: SpaceX valuation approaches Tesla's after merger with xAI

Elon Musk is now overseeing two companies worth over $1 trillion, at least on paper.

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finance

Feb 04, 2026 · 4 min read

Pinterest CEO rebukes, fires 'obstructionist' employees who created tool to track layoffs

Pinterest CEO Bill Ready lashed out at staffers who created an internal tool to track layoffs at the company, and fired those involved.

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finance

Feb 04, 2026 · 2 min read

KKR and Singtel to acquire remaining stake in data center firm STT GDC for over $5 billion

The deal pegs the enterprise value at S$13.8 billion.

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