Key Takeaways Eli Lilly’s issuance of a rare 40-year corporate bond reflects its financial strength and long-term strategic intent amid elevated interest rates. Long-duration debt remains scarce in 2025, reinforcing...
Key Takeaways Federal spending reached $6.9 trillion in FY2024, with states increasingly dependent on federally attached grants constituting 37% of average state revenue. Federal regulations impose over $3 trillion in...
Key Takeaways Lemonade has scaled rapidly post-IPO, with in-force premium up 408% and customer growth of 169% since 2020. The company’s AI-driven underwriting model has improved efficiency, contributing to a...
Key Takeaways Oracle has integrated OpenAI’s GPT-5 model into its database and cloud applications, enhancing data queries, code generation, and workflow automation. The integration aims to deliver up to 30%...
Key Takeaways TSMC’s advanced chip packaging capacity is heavily allocated to Nvidia through 2026, granting it a dominant 60% share. Global advanced packaging demand is rising, with a forecasted market...
Key Takeaways Meta’s Reality Labs posted a Q2 2025 operating loss of $4.53 billion, contributing to cumulative losses exceeding $50 billion since 2020. Despite revenue of $370 million from smart...
Key Takeaways Ethereum is projected to exceed its previous all-time high of $4,866 in Q3 2025, potentially reaching $7,500 to $10,000 by year’s end. The bullish outlook is spurred by...
Key Takeaways The AI investment boom mirrors the dotcom bubble, with valuations and investor behaviour drawing historic parallels. Major firms driving AI growth exhibit higher-than-normal forward P/E ratios, exceeding levels...
Key Takeaways Redwire Corporation’s highly concentrated ownership structure raises governance concerns and amplifies monetisation risks. Planned share offerings and insider selling could exert downward pressure on the share price, already...
Key Takeaways Artificial intelligence is projected to have a transformational impact on the global economy—potentially 100 times greater than the internet revolution. While the internet enabled digital infrastructure and commerce,...
