Mirion Technologies, firmly positioned in the radiation detection and nuclear safety sector, has shown promising Q1 2025 results with a 6% organic revenue growth and robust cash flow conversion. Our...
Ciena Corporation is central to the network infrastructure evolution, especially in AI. Despite market fluctuations, its strategic positioning and robust growth trajectory make it a compelling investment. With a "Buy"...
Delving into the realm of biopharmaceuticals, Alumis Inc. ($ALMS) offers a tantalising prospect with its unique TYK2 inhibitors targeting autoimmune and neuroinflammatory diseases. With projections of an expanding market and...
Kanzhun Limited, the powerhouse behind Boss Zhipin, offers investors a tantalising 30% upside with its robust financial performance and AI-driven innovations. Dominating the burgeoning Chinese blue-collar recruitment market, Kanzhun is...
Key Takeaways The US Federal Reserve is expected to hold interest rates steady at 5.25-5.50%, with the market focused on Chair Jerome Powell’s guidance for potential future rate cuts. A...
Key Takeaways Google Cloud’s backlog surged to $106 billion in Q2 2025, a 38% year-over-year increase, signalling strong sustained demand and future revenue visibility. Quarterly revenue grew 32% to $13.6...
The announcement of a trade agreement between the United States and the European Union, centred on substantial energy purchases and investments, stands to reshape transatlantic economic relations and bolster the...
The second quarter of 2025 has drawn to a close, with major technology and financial companies set to disclose their financial results in the coming days. These disclosures will provide...
Key Takeaways Meta’s substantial increase in AI-focused personnel and investment is driving up operating costs and capital expenditures, testing its financial discipline. Capital expenditure surpassed $35 billion in the trailing...
Key Takeaways Tesla is targeting 20% annual earnings per share (EPS) growth, a trajectory that could support a significant re-rating of its valuation multiple if achieved. Recent Q2 2025 results...
