Key Takeaways Institutional investors are redirecting capital towards value sectors, including healthcare, steel, homebuilding, and outdoor advertising, signalling confidence in cyclical resilience. UnitedHealth Group remains under pressure following a sharp...
Key Takeaways: Applied Materials reported record Q3 FY2025 revenue of $7.30 billion, but guided for a sequential decline due to capacity digestion in China. China’s overcapacity in trailing-edge chip production...
Key Takeaways The US Federal Trade Commission (FTC) is investigating Hims & Hers Health, Inc. over alleged obstacles to subscription cancellations, potentially breaching consumer protection standards. Subscription revenue forms the...
Key Takeaways Recent 13F filings show a strong uptick in institutional interest in Unity Software Inc., with hedge funds and asset managers increasing holdings significantly. Unity’s stock has recovered notably...
Key Takeaways The US government is exploring an equity stake in Intel to strengthen domestic semiconductor production amid rising geopolitical tension and supply chain concerns. Intel’s financial volatility and reliance...
Key Takeaways U.S. headline inflation held steady at 2.7% year-over-year in July 2025, aligning closely with the Fed’s long-term target. However, core inflation rose to 3.1%, driven by shelter costs...
Key Takeaways California has proposed a special redistricting election that could shift up to five Republican-held House seats to Democrats, influencing the national balance of power. This move may catalyse...
Key Takeaways By mid-2025, cumulative US aid to Ukraine exceeded $175 billion, though new commitments have significantly slowed. European nations have overtaken the US in military aid volumes, indicating a...
Key Takeaways The S&P 500 showed a bullish trajectory in mid-August 2025, trading 3% above its 50-day and 8% above its 200-day moving averages. 401(k) balances recovered substantially following a...
Key Takeaways Efforts to prohibit Congressional stock trading face internal resistance, particularly among Republican lawmakers, despite some public endorsements. The 2012 STOCK Act established disclosure requirements, but enforcement has been...
