The race to dominate artificial intelligence infrastructure has taken a significant turn with the expanded partnership between Oracle and OpenAI, targeting an ambitious 4.5 gigawatts of data centre capacity in...
Star Bulk Carriers Corp. (SBLK) navigates the seas of opportunity within a recovering dry bulk shipping industry. With 116 modern vessels, robust operational strengths, and the fruitful acquisition of Eagle...
Key Takeaways Alphabet’s core search business is facing pressure from AI-powered alternatives, leading to a marginal but steady decline in its global market share, which now sits around 90.7%. Despite...
Key Takeaways The upcoming Federal Reserve press conference is a critical event, with markets watching for signals on future interest rate adjustments amid mixed economic data. Inflation is moderating, with...
TransAlta Corporation (NYSE:TAC, TSX:TA) offers a promising investment opportunity in the North American power generation sector, emphasising a strategic tilt towards renewable energy and data centres. Our analysis endorses a...
MicroStrategy Incorporated, now simply Strategy, positions itself as a distinctive investment avenue, merging its evolving software business with a bold Bitcoin treasury approach. While its software segment wanes, the massive...
Key Takeaways The healthcare sector is experiencing significant capital outflows in mid-2025, creating a potential valuation disconnect despite strong underlying fundamentals such as an ageing population. Established players like UnitedHealth...
Centessa Pharmaceuticals, a clinical-stage biopharmaceutical company, offers an intriguing investment prospect with its focus on the untapped orexin system and diversified pipeline. Despite its pre-revenue status and associated risks, advancements...
The global natural gas market is poised for a bullish trajectory, with robust demand for liquefied natural gas (LNG) driven by Asian industrialisation and energy transitions. Despite short-term volatility from...
Pharvaris N.V. (PHVS) presents an intriguing investment opportunity in the rare disease sector with its lead asset, deucrictibant, a novel oral therapy for hereditary angioedema (HAE). Positioned to potentially disrupt...
