Key Takeaways Earnings Outperformance: The S&P 500 reported a blended year-on-year earnings growth of approximately 7% for Q2 2025, exceeding the consensus analyst forecast of 5.2%. Sectoral Divide: Growth was...
Key Takeaways Nebius Group’s valuation remains below $20 billion as of mid-July 2025, prompting debate over whether it is undervalued given its reported hypergrowth. The company announced a 400% year-on-year...
Key Takeaways Uber’s financials show significant improvement, with Q1 2025 revenue at $10.1 billion and free cash flow reaching $1.2 billion, signalling a maturing business model. The company’s valuation is...
Cathie Wood’s ARK Invest has once again made headlines with its persistent accumulation of Nvidia shares in 2025, reflecting a steadfast belief in the semiconductor giant’s long-term potential. While the...
Key Takeaways A new US-Japan trade deal establishes a 15% reciprocal tariff and a pledge of $550 billion in Japanese investment into the US economy. The 15% tariff is a...
Key Takeaways A new US-Japan trade agreement reportedly includes a $550 billion investment from Japan into the US economy and a reciprocal 15% tariff on Japanese exports. The 15% tariff...
Delve into Oklo Inc.'s pioneering journey in the energy sector, where advanced fission power plants and nuclear fuel recycling take centre stage. With a firm grip on the small modular...
Ligand Pharmaceuticals offers a compelling investment opportunity with its innovative royalty aggregation model and robust Captisol® technology. The company’s impressive 46% revenue growth and solid financial outlook, alongside potential growth...
Agios Pharmaceuticals offers a distinctive investment opportunity in rare disease therapeutics, driven by a promising pipeline and experienced management. With PYRUKYND® leading the charge in treating pyruvate kinase deficiency, and...
The sharpest insight into BlackBerry’s current market position lies in the underappreciated strength of its QNX platform, a real-time operating system increasingly central to automotive and emerging tech sectors. While...
