Key Takeaways Palantir Technologies is recognised as a professional launchpad, with many alumni founding successful start-ups or holding influential positions across tech sectors. The company’s forward-deployed engineering model blends technical...
Key Takeaways The Nasdaq 100 declined over 1% on 19 August 2025, reflecting waning enthusiasm for AI-driven stocks and mixed Q2 earnings results. Despite a 13% year-to-date gain, high exposure...
Regeneron’s current share price may understate its growth potential, particularly given Dupixent’s robust revenue performance and pipeline expansion. Valuation metrics such as a forward P/E of 12.67 suggest underappreciation relative...
Key Takeaways Tesla’s Robotaxi trials in Austin show fares nearly 50% lower than Uber and around 10% of Waymo’s, signalling a disruptive pricing structure. Revenue projections forecast up to $250...
Key Takeaways Viking Therapeutics’ oral obesity drug VK2735 achieved mean weight loss of 12.2% in a Phase 2 study, positioning it competitively against injectables. Gastrointestinal side effects were common and...
Key Takeaways Ukraine is reportedly negotiating a $100 billion weapons-for-security pact with the US, potentially reshaping the global defence landscape and investor exposure to the sector. The proposed agreement ties...
Key Takeaways Arm Holdings is pivoting towards in-house AI chip development, recruiting talent from Amazon’s AI division. The shift beyond IP licensing aims to capitalise on soaring AI demand and...
Key Takeaways Palo Alto Networks exceeded revenue and EPS expectations, highlighting strong demand for AI-driven cybersecurity platforms. Annual growth of 32% in next-generation security ARR signals momentum in cloud-native and...
Key Takeaways China’s AI sector has maintained momentum despite U.S. export controls, with firms optimising existing hardware and developing domestic alternatives. Historical data reveals export restrictions may have fuelled rather...
Key Takeaways Japan’s $550 billion investment package, linked to a U.S. tariff agreement, targets strategic sectors including semiconductors, shipbuilding, and critical minerals. The agreement allows Japan to maintain U.S. market...
