Trump Proposes Removing Capital Gains Tax on US Homes –...
Key Takeaways A proposal to eliminate capital gains tax on residential property sales in the United States is being discussed, a move that could significantly alter the housing market and...
Thematic Focus
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Trump and Xi Plan Summit: Impact on Trade and Markets...
The possibility of a high-level meeting between US President Donald Trump and Chinese President Xi Jinping in the coming months has emerged as a focal point for global markets, with...
AMD $AMD Aims to Quash Doubters with AI Growth Surge...
Key Takeaways AMD’s Instinct MI300 series has driven significant data centre growth, surpassing $1 billion in cumulative sales within two quarters of its launch. Wall Street projects AMD’s AI GPU...
Rocket Lab $RKLB Challenges SpaceX with New Defence Contracts Amid...
Key Takeaways Rocket Lab is emerging as a credible challenger to SpaceX for high-value US defence contracts, particularly the “Golden Dome” missile defence programme. The US government appears to be...
Intuitive Machines $LUNR: Craig-Hallum Sets Bullish $17 Target Amid US-China...
Key Takeaways Intuitive Machines (LUNR) is positioned as a key beneficiary of the burgeoning lunar economy, driven by geopolitical competition between the US and China and the push for a...
ASML Set to Gain from AI Boom with $42B TSMC...
Key Takeaways ASML holds a monopoly on essential EUV lithography machines, making it indispensable for the production of advanced AI chips at 3-nanometre nodes and below. TSMC is undertaking aggressive...
ROIC at 24.9% and ROCE at 44.1% Reflect Firm’s Monopolistic...
Financial metrics such as Return on Invested Capital (ROIC) and Return on Capital Employed (ROCE) often serve as critical indicators of a company’s operational efficiency and competitive strength, particularly for...
Hims & Hers $HIMS Revenue Up 86% This Year; Profitable...
The sharp ascent of Hims & Hers Health (NYSE: HIMS) in the digital healthcare space warrants close scrutiny, particularly as subscription models reshape consumer access to medical services. With revenue...
Delta $DAL Leverages AI for Tailored Fares to Boost Profitability...
Key Takeaways Delta Air Lines is pioneering the use of AI for individualised ticket pricing, moving away from traditional fixed fares to maximise revenue based on customer data. An initial...
AST SpaceMobile $ASTS Stock Surges 149% YTD on Satellite Milestones...
Key Takeaways AST SpaceMobile’s stock surged over 149% year-to-date as of mid-July 2025, reaching a market capitalisation near $20 billion. The primary drivers are operational milestones, including the imminent shipping...
