Wrap Europe

Mastercard buys BVNK for $1.8B, boosting stablecoin tech for future payment services.

Hyperscalers eye record debt raises for AI infra. BofA sees $175B in 2026, up from $140B.

TSLA's $35B+ chip plant plan faces huge costs & delays, but could fuel AI robot vision. Stock up 70% YTD.

Hormuz blockade sends oil past $100/bbl, boosting renewables & China's energy dominance.

Carnival's Q4 revenue up 7% to $6.3B, operating income jumped 31%. High fuel costs & debt pose risks.

Lear Corp EVP sells 7,133 shares ($967K), reducing holdings by 30%. LEA's 36.85% gain outpaces S&P 500.

SentinelOne's AI platform shows strong upside potential with a 4.6B valuation & 4.7 P/S ratio.