Key Takeaways Micron Technology is committing up to $200 billion over two decades to develop the largest semiconductor fabrication facility in the US, located in upstate New York. The investment...
Key Takeaways Uranium Energy Corp. (UEC) stock reached a 17-year high, backed by strong trading volume and structural demand shifts. The growth of AI is fuelling a sharp rise in...
Key Takeaways Palantir’s revenue trajectory has accelerated from $289.4 million in Q3 2020 to over $1 billion by Q2 2025, driven by AI adoption. Commercial AI growth, particularly through the...
Key Takeaways Digital remittance platforms, led by Remitly, are increasingly capturing market share from traditional players like Western Union, driven by consumer demand for speed and lower costs. The digital...
Key Takeaways AMD’s MI400 series is anticipated to deliver up to 10x the performance of previous GPU generations, targeting frontier AI workloads with improvements in bandwidth, interconnects and computational density....
Key Takeaways On Holding AG is poised for its Q2 2025 earnings report amid rapid sales growth and product innovation in a challenged industry landscape. Direct-to-consumer strength, international expansion, and...
Key Takeaways Chinese state media have levelled security and environmental criticisms at Nvidia’s H20 AI chips, potentially curtailing adoption among domestic firms. The H20 was Nvidia’s response to US export...
Key Takeaways The proposed merger of Fannie Mae and Freddie Mac into the Great American Mortgage Corporation (MAGA) could unlock $500 billion in market value and lead to a landmark...
Key Takeaways Alphabet Inc.’s forward P/E ratio of 22.58 remains below the S&P 500’s, despite its $2.4 trillion market capitalisation. Projected EPS growth of 15–20% annually outpaces the S&P 500’s...
Key Takeaways DoorDash has transitioned to profitability by exploiting operating leverage, with Q2 2025 GAAP net income of $285 million—a sharp reversal from a $157 million loss in Q2 2024....
