The online gambling sector is at a crossroads, balancing between US market expansion and tightening regulations. The Illinois tax hike, reducing operator EBITDA by over 20%, sets a worrying precedent...
Barclays has initiated coverage on Oscar Health with an Underweight rating, projecting a 2027 EPS of $1.28. This starkly contrasts with Oscar’s optimistic target of $2.25+, highlighting a significant divergence...
Oracle Corporation (NYSE: ORCL) is strategically positioned to take advantage of the surge in multi-cloud adoption and AI-optimised infrastructure demand. With a substantial $30 billion cloud deal and impressive cloud...
A surprising shift in the US equities landscape reveals small-cap stocks gaining strength, as tech-heavy large-caps face challenges. The Russell 2000's outperformance suggests an intriguing rotation, driven by concerns over...
Lockheed Martin's recent win of a decade-long contract up to $3 billion positions the company as the chief architect of the Aegis Combat System, ensuring its incumbency in missile defence...
Discover why PVH Corp (PVH) is capturing attention as a strategic investment opportunity, supported by its revitalised brand portfolio including Calvin Klein and Tommy Hilfiger, alongside robust capital initiatives. With...
Robinhood Markets, Inc. ($HOOD) is making waves with eye-catching 50% year-on-year revenue growth and assets under custody soaring to $152 billion, as it eyes a $100 billion valuation. While diversifying...
In the rapidly advancing AI landscape, compute power is both a vital asset and a limiting factor. As demand for AI inference grows, companies like OpenAI are navigating a delicate...
Hims & Hers Health, Inc. (NYSE: HIMS) boasts a striking 140% annual gain, piquing interest amid rising website traffic. This digital healthcare leader navigates the twin challenges of scalability and...
OpenAI has taken a decisive stance in the AI compute arena, opting to favour Nvidia and AMD chips via CoreWeave, while dismissing widespread adoption of Google's TPUs. Their long-term play...
