Key Takeaways Alphabet’s core search business is facing pressure from AI-powered alternatives, leading to a marginal but steady decline in its global market share, which now sits around 90.7%. Despite...
TransAlta Corporation (NYSE:TAC, TSX:TA) offers a promising investment opportunity in the North American power generation sector, emphasising a strategic tilt towards renewable energy and data centres. Our analysis endorses a...
MicroStrategy Incorporated, now simply Strategy, positions itself as a distinctive investment avenue, merging its evolving software business with a bold Bitcoin treasury approach. While its software segment wanes, the massive...
Key Takeaways The healthcare sector is experiencing significant capital outflows in mid-2025, creating a potential valuation disconnect despite strong underlying fundamentals such as an ageing population. Established players like UnitedHealth...
Centessa Pharmaceuticals, a clinical-stage biopharmaceutical company, offers an intriguing investment prospect with its focus on the untapped orexin system and diversified pipeline. Despite its pre-revenue status and associated risks, advancements...
Pharvaris N.V. (PHVS) presents an intriguing investment opportunity in the rare disease sector with its lead asset, deucrictibant, a novel oral therapy for hereditary angioedema (HAE). Positioned to potentially disrupt...
Delve into the tumultuous world of Agios Pharmaceuticals, where the promise of ground-breaking therapies in rare haematologic disorders meets the challenging reality of high cash burn and market competition. With...
Explore Oklo Inc. as a promising investment within the advanced nuclear energy sector. With its Aurora Powerhouse small modular reactor (SMR) technology and integrated fuel recycling, Oklo is set to...
Key Takeaways Rocket Lab’s strategy of vertical integration for the Space Development Agency’s T2TL-Beta programme provides a significant competitive advantage by controlling the entire satellite lifecycle. The company is responsible...
The payments sector in emerging markets has been a focal point for investors seeking growth beyond saturated developed economies, and DLocal Limited (NASDAQ: DLO) stands out as a compelling case....
