Fed Hints at Interest Rate Cuts Beyond Two in 2025...
Key Takeaways San Francisco Fed President Mary Daly has signalled a readiness for more than two interest rate cuts in 2025, prompted by a cooling U.S. labour market and stabilising...
Analyst Angle
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Axon $AXON Smashes Q2 Estimates: Sales and EPS Surge, Cloud...
Key Takeaways Axon’s Q2 2025 results significantly surpassed analyst expectations, with revenue of $669 million and earnings per share of $2.12, pointing to robust operational performance. Growth in high-margin recurring...
Eli Lilly’s New Pill Loses Market Lead to Novo Nordisk’s...
Key Takeaways Eli Lilly’s orforglipron and Novo Nordisk’s oral semaglutide are locked in a competitive battle for supremacy in the lucrative oral weight-loss drug market. Clinical trial data shows nuanced...
Novo Nordisk ($NVO) Increases GLP-1 Market Share Amidst Eli Lilly...
Key Takeaways Despite fierce competition from Eli Lilly, Novo Nordisk has increased its overall global market share in the GLP-1 category since 2022. The narrative of Novo’s decline is often...
Apple $AAPL App Store Spending Up 13% in July, Boosts...
Key Takeaways App Store spending accelerated to 13% year-on-year growth in July 2025, according to Goldman Sachs analysis, indicating robust consumer engagement in Apple’s digital ecosystem. This momentum reinforces the...
Citadel Buys 9.9% Stake in MEI Pharma $MEIP Boosting Interest...
Key Takeaways Citadel Advisors’ disclosure of a 9.9% passive stake in MEI Pharma has catalysed renewed investor interest, causing a notable uptick in the biopharmaceutical firm’s share price. The hedge...
AST SpaceMobile $ASTS Bulls Eye $78 Target Amid 120% Surge
Key Takeaways AST SpaceMobile’s stock has surged over 120% from its March 2025 lows, rewarding investors who adopted a long-term “hold” strategy. Analyst price targets have been consistently revised upwards,...
SpaceMD Ventures into Space-Based Pharma for Drug Advancements by 2030
Key Takeaways Space-enabled biotechnology harnesses microgravity to cultivate superior pharmaceutical seed crystals, aiming to reformulate existing drugs for enhanced efficacy and stability. The business model centres on an asset-light, high-margin...
ChatGPT User Surge: 700 Million Weekly, Quadruples Year-on-Year, Boosts OpenAI...
Key Takeaways ChatGPT’s user base is projected to quadruple to 700 million weekly active users, indicating a significant shift from a novel technology to an indispensable global tool. The surge...
Novo Nordisk $NVO: Market Overreaction or Contrarian Buy Opportunity?
Key Takeaways The market has reacted with extreme pessimism to Novo Nordisk’s revised 2025 guidance, causing its stock price to fall nearly 70% from its all-time high. This negative sentiment...
