Key Takeaways The integration of AI with molecular simulations is accelerating drug discovery for hard-to-treat diseases by significantly shortening research and development timelines. Specialised AI cloud infrastructure providers are critical...
Key Takeaways Advanced Micro Devices (AMD) is intensifying its challenge to NVIDIA with its new MI350 series AI accelerators, using competitive pricing to gain market share. The MI350 series, particularly...
Key Takeaways Grab Holdings projects sustained revenue growth of 19% to 22% for 2025, driven by its diversified business model spanning mobility, deliveries, and financial services across Southeast Asia. The...
Key Takeaways A new US-EU trade agreement has been announced, eliminating tariffs on key industrial and agricultural goods and setting a framework for digital services. The news prompted an immediate...
Key Takeaways A significant 60% of Fortune 500 companies are actively developing blockchain initiatives, with stablecoins forming a core component of their strategies for payments and treasury management. The annual...
Key Takeaways The United States is set to implement a broad set of reciprocal tariffs from 1 August 2025, featuring a universal 10% baseline plus additional country-specific rates. Major trading...
Key Takeaways The US and EU have established a trade deal imposing a 15% tariff on most EU exports, including automobiles, thereby averting the risk of previously threatened higher levies....
The expansion of traditional household appliance manufacturers into humanoid robotics represents a strategic shift towards integrating artificial intelligence with everyday consumer products, potentially reshaping revenue streams and market valuations in...
Key Takeaways Fiserv’s share repurchase programme has delivered a buyback yield exceeding 9% as of July 2025, signalling potential stock undervaluation and strong management confidence. The yield significantly outpaces industry...
Key Takeaways Substantial insider selling at Nvidia, exceeding $2.1 billion since 2020, should be evaluated in the context of the stock’s extraordinary price appreciation rather than as a standalone negative...
