The collision between traditional advertising revenue and the rise of artificial intelligence in search and browsing technology is emerging as one of the defining tensions in the tech sector. Alphabet...
Key Takeaways Robust Financial Performance: TSMC reported a 38% year-on-year revenue increase to $30.1 billion and a 60% rise in net income for Q2 2025, fuelled by relentless demand for...
The ascent of Rocket Lab USA, Inc. (RKLB) in the aerospace sector stands as one of the more compelling stories in recent market history. With a market capitalisation that has...
The meteoric rise of SoFi Technologies (SOFI) in 2025, with its stock price surging to three-year highs, stands as a testament to the fintech sector’s evolving dynamics. A 132% increase...
Key Takeaways WeRide has launched Southeast Asia’s first fully driverless Robobus service at Resorts World Sentosa, Singapore, a significant milestone for autonomous public transport in the region. The operation is...
PepsiCo, Inc. (NASDAQ: PEP) has delivered a robust set of financial results for the second quarter of 2025 (April to June), surpassing market expectations on both earnings and revenue fronts....
Key Takeaways Dave Inc. reported Q1 2025 revenue of $108.0 million, a 47% year-on-year increase, driven by strategic shifts and member growth. Adjusted EBITDA saw a significant 235% year-on-year surge...
Key Takeaways Leading eVTOL companies, including Archer Aviation and Joby Aviation, are increasingly pivoting towards defence applications, securing substantial contracts with the U.S. Department of Defense. These military contracts serve...
The space industry, often described as a frontier of capital intensity, continues to draw scrutiny for the financial health of its key players. Rocket Lab USA Inc. (RKLB), a notable...
Key Takeaways A compelling investment screen involves identifying businesses trading at less than 20 times operating cash flow while delivering a return on invested capital (ROIC) greater than 20%. Leading...
