Barclays has initiated coverage on Oscar Health with an Underweight rating, projecting a 2027 EPS of $1.28. This starkly contrasts with Oscar’s optimistic target of $2.25+, highlighting a significant divergence...
A proposed 35% Investment Tax Credit (ITC) aims to reshape the capital allocation strategy for U.S. semiconductor fabs initiated before 2026, though its benefits vary. While it favours domestic players...
JPMorgan Chase has launched a staggering $50 billion share buyback, reflecting not only confidence from passing the Federal Reserve's stress tests but also a strategic focus on boosting returns in...
Iris Energy (IREN) is navigating a bold dual strategy, enhancing its Bitcoin mining operations while ambitiously expanding into AI cloud services. With plans to transform its infrastructure for AI demands,...
Robinhood's transformation from struggling brokerage to tokenisation pioneer is a high-stakes venture that epitomises ambition in digital finance. Their innovative approach involving a proprietary Layer-2 blockchain, targeting the European market,...
Oracle Corporation (NYSE: ORCL) is strategically positioned to take advantage of the surge in multi-cloud adoption and AI-optimised infrastructure demand. With a substantial $30 billion cloud deal and impressive cloud...
A surprising shift in the US equities landscape reveals small-cap stocks gaining strength, as tech-heavy large-caps face challenges. The Russell 2000's outperformance suggests an intriguing rotation, driven by concerns over...
Amazon's net income may appear underwhelming due to aggressive reinvestment in growth, yet its free cash flow reveals a different story. A significant rebound in cash flow amid a maturing...
Robinhood Markets, Inc. (HOOD) is poised for growth, fuelled by its expansion into Europe and the burgeoning tokenised equities market. With a 20% upside potential, the company’s strategic positioning amidst...
Figma, gearing up for its IPO, has unveiled a $70 million Bitcoin ETF holding, a strategic manoeuvre to capture media attention and attract crypto-savvy investors. This decision highlights Figma's cautious...
