Key Takeaways Morgan Stanley has elevated its price target for Reddit (RDDT) to $230, indicating considerable potential upside based on a re-evaluation of the platform’s prospects. The primary catalyst for...
Key Takeaways While large-cap neoclouds like Nebius and CoreWeave command investor attention, they often operate at a loss, prioritising scale over immediate profitability. An overlooked segment of microcap neocloud operators...
Key Takeaways Amazon Web Services has reached an annualised revenue run rate exceeding $123 billion, reinforcing its position as a dominant force in the cloud market. Growth has re-accelerated to...
Key Takeaways Rocket Lab’s share price has seen a dramatic appreciation from historical lows below $5 to current levels around $46, creating a sense of nostalgia for early investors who...
Key Takeaways Morgan Stanley has raised its price target for AMD to $185 from $121, driven by strong demand for AI accelerators and a resurgent personal computer market. The move...
Key Takeaways President Trump’s consultation with bank CEOs signals a serious push towards a large-scale initial public offering for Fannie Mae and Freddie Mac, aiming to end their long-standing government...
Key Takeaways China has reportedly halted approvals for outbound investments aimed at new or expanded operations in the United States, escalating trade frictions. The move is seen as a direct...
Key Takeaways Apple reported Q3 2025 EPS of $1.57 and revenue of $94 billion, comfortably surpassing analyst estimates of $1.42 and $88.9 billion respectively. Both the Products segment (up 8%...
Key Takeaways Cloudflare delivered quarterly results that surpassed analyst expectations, with revenue of $512 million against a $502 million consensus and earnings per share of $0.21 versus an anticipated $0.18....
Key Takeaways MicroStrategy reported a monumental earnings per share of $32.6, completely shattering the consensus forecast of a $0.07 loss, driven by new fair value accounting for its Bitcoin holdings....
