The tides are turning at TSMC as High-Performance Computing (HPC) takes centre stage, driven by surging demand for AI and cloud infrastructure. Once dominated by smartphones, revenue from HPC is...
As the Q2 2025 earnings season kicks off, the spotlight is on mega-cap technology firms, whose performances are masking underlying weaknesses in the S&P 500. While sectors like Technology and...
AMD's strategic partnership with Tesla sees Ryzen processors enabling Grok AI, transitioning AMD from a component supplier to a keystone of advanced in-cabin features. This move underscores a shift in...
Novo Nordisk's share price currently reflects scepticism, trading at its lowest forward valuation in a decade despite forecasts of over 25% growth annually through 2026. Concerns revolve around rising competition...
Firefly Aerospace is set to launch into the public markets, showcasing an intriguing narrative of soaring revenue growth and a hefty order book juxtaposed with sizeable losses and substantial debt....
SoFi Technologies is toying with the idea of offering branded merchandise, but it's not just about T-shirts and tote bags. The real play here is strengthening brand loyalty while trimming...
As the Q2 2025 earnings season unfolds, companies face a curious dilemma with high market valuations against sluggish growth forecasts, making forward guidance more critical than ever. Technology and Communication...
Elon Musk's AI venture, xAI, secured $6 billion in a Series B funding round, raising its valuation to $24 billion. With high-profile investors like Valor Equity Partners and Sequoia Capital...
Discover why Pagaya Technologies stands as a promising investment in the AI-driven fintech world with its early profitability and robust business model. Our analysis rates it a "Buy," targeting $27...
NextTrip, Inc. (NTRP) emerges as a tantalising albeit speculative choice for investors eyeing the online travel technology sphere. With its distinct group booking technology and emphasis on niche travel segments,...
