Coherent Corp Investment Thesis: Capitalising on AI Optics for 30%...
Coherent Corp has been rated a “Buy” with a target price of $95, offering a 30% potential upside from $73.50. This surge is driven by AI-driven demand in datacom optics,...
WhisperTick
3538 results found
Data Centre Costs: Power & Cooling Lead with 30% of...
Key Takeaways Data centre construction costs typically range from USD 600 to USD 1,100 per square foot, with power and cooling infrastructure being the largest expense, accounting for approximately 30%...
Eli Lilly $LLY Overtakes Novo $NVO in Market Share Race,...
Key Takeaways Eli Lilly is rapidly gaining on Novo Nordisk in the GLP-1 market, driven by its dual-agonist drug Zepbound, which has shown superior weight-loss efficacy in clinical trials compared...
Europe’s AI Data Centre Investment Set to Boost $NBIS Market,...
Key Takeaways The European Union is preparing a substantial investment of approximately USD 30 billion to develop a sovereign AI data centre network, aiming to close the infrastructure gap with...
FOMC to Hold Rates Steady Amidst Strong Economy and Persistent...
Key Takeaways The Federal Open Market Committee (FOMC) is expected to maintain the federal funds rate at 5.25–5.50 per cent in its July 2025 meeting, citing sustained economic strength. Core...
SEC Approves In-Kind Redemptions for Crypto ETPs Boosting Efficiency
Key Takeaways The US SEC has approved in-kind creations and redemptions for cryptocurrency ETPs, a change set to take effect on 29 July 2025. This move is expected to improve...
Hershey $HSY, Mondelez $MDLZ Team Up on New Reese’s Oreo...
Key Takeaways The Hershey-Mondelez collaboration on hybrid products like Reese’s-Oreo confectionery is a strategic response to rising raw material costs and shifting consumer demand for novel flavours. The partnership leverages...
ACM Research Investment Thesis: Unlocking China’s Semiconductor Edge with 25%...
ACM Research emerges as a key contender in China's semiconductor equipment market, enjoying a robust Q1 2025 with 26% revenue growth and a 35% rise in net income. Despite potential...
SEC Approves In-Kind Redemptions for Bitcoin, Ethereum ETFs Boosting Efficiency
Key Takeaways The US SEC has approved in-kind redemptions for spot Bitcoin and Ethereum ETFs, a move that aligns them with traditional commodity funds and streamlines operations. This change allows...
SoFi $SOFI Launches $1.5B Stock Offering, Diluting by 6%, Yet...
Key Takeaways SoFi Technologies has announced a $1.5 billion public offering of common stock, a move that will provide significant capital but also dilute existing shareholder value by an estimated...
