AMD $AMD: MI350X Rollout & Contracts with $ORCL to Boost...
Key Takeaways The rollout of AMD’s MI350X accelerator in Q3 2025 is a critical catalyst, with analysts projecting it could add over $5 billion to data centre revenue by fiscal...
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Tempus AI $TEM: Q2 Sales Soar 115% in Genomics, Raises...
Key Takeaways Tempus AI surpassed Q2 2025 analyst expectations, reporting sales of $315 million against a forecast of $297 million and an improved adjusted EPS of -$0.22. The genomics division...
Oscar Health $OSCR: Price-to-Book Ratio Reveals Hidden Value, August 2025
Key Takeaways Valuing health insurers like Oscar Health using total cash is misleading, as these funds are largely regulatory reserves earmarked for future claims, not discretionary capital. The price-to-book (P/B)...
Nebius $NBIS Rockets 180%: AI Infrastructure Growth Ignites Investor Interest
Key Takeaways Nebius Group’s stock surged by a remarkable 180% after an in-depth analysis brought its potential as an under-the-radar AI infrastructure provider to light. The rally was significantly fuelled...
UnitedHealth $UNH and Taiwan Semiconductor $TSM Lead Q2 2025 Superinvestor...
Key Takeaways In the second quarter of 2025, elite investors made UnitedHealth Group (UNH) their top acquisition by volume, treating its significant share price decline as a deep value opportunity....
Nebius Group Eyes $4–6B ARR by 2026 with Data Centre...
Key Takeaways Nebius Group is targeting 1 gigawatt of data centre capacity by the end of 2026, a near fivefold increase from the 220 megawatts expected to support its $1...
US Congressional Trade Sparks 280% Surge in Viasat $VSAT Shares
Key Takeaways Viasat (VSAT) shares experienced a surge of over 280% following the disclosure of a stock purchase by a US congressional member, drawing attention to the timing of the...
Aramark CEO Shows Confidence with First Insider Purchase in 4...
Key Takeaways Aramark’s chief executive has made a significant insider purchase of company stock, the first such move in over four years, suggesting strong internal confidence. The transaction follows the...
Firefly Aerospace $FLY Debuts on Nasdaq; Spotlight Shifts to Rocket...
Key Takeaways Firefly Aerospace’s successful Nasdaq debut, raising $868 million, has intensified the competitive focus on the space sector, particularly on established players like Rocket Lab. While Firefly boasts a...
OpenAI Unveils GPT-5: Major Revenue Boost Expected, $300B Valuation Under...
Key Takeaways The forthcoming release of GPT-5 is expected to significantly accelerate OpenAI’s annualised revenue, which currently stands at an estimated $13 billion. OpenAI’s valuation has reached $300 billion, reflecting...
