Key Takeaways Vertical Integration Strategy: Nebius Group is differentiating itself by building a full-stack AI offering that integrates hardware, software, and enterprise-specific solutions, moving beyond the industry’s standard focus on...
Key Takeaways Boeing achieved its highest delivery figures since late 2023, handing over 60 aircraft in June 2025, with 42 of those being the 737 Max model. The company delivered...
Key Takeaways Oklo is developing its Aurora fast fission microreactors, with its first commercial plant under development in Idaho and targeting initial deployment by 2027. The company is pre-revenue but...
Lockheed Martin, a titan of the defence industry, is reportedly engaging in early-stage discussions with mining companies to leverage its Pacific Ocean seabed mining licences. This move, noted in passing...
Key Takeaways AST SpaceMobile is targeting a mid-August 2025 launch with India’s ISRO, a pivotal event for its plan to deliver satellite broadband directly to standard mobile phones. The partnership...
Key Takeaways CoreWeave is investing up to $6 billion in a new AI data centre in Lancaster, Pennsylvania, signalling a major expansion in high-performance computing capacity. The project is expected...
Key Takeaways TSMC’s dominance in the semiconductor foundry market is undisputed, particularly in advanced nodes below 7nm, making it a critical supplier for tech giants like Apple, NVIDIA, and AMD....
Aduro Clean Technologies showcases an intriguing investment opportunity with its pioneering hydrochemolytic platform, poised to make waves in chemical recycling and heavy oil upgrading. Despite its pre-revenue stage posing execution...
Key Takeaways High returns are achievable by focusing on revenue growth and share buybacks, rather than relying on unpredictable multiple expansion or margin gains. Companies with durable top-line growth, such...
Key Takeaways Tesla has doubled the operational geofence for its robotaxi service in Austin, signalling an acceleration of its autonomous vehicle programme. The expansion occurs amidst regulatory tightening, including new...
