Key Takeaways Alphabet’s forward operating cash flow multiple is currently trading below its historical medians, suggesting a potential undervaluation relative to its cash-generating capabilities. Strong growth in key segments, including...
Key Takeaways Genprex is advancing its lead gene therapy candidate, REQORSA, through Phase 1/2 clinical trials for non-small cell lung cancer (Acclaim-1) and small cell lung cancer (Acclaim-3). Early trial...
Key Takeaways AMD’s data centre segment is the primary engine of growth, reporting an 80% year-over-year revenue increase in Q1 2025, driven by strong EPYC processor and Instinct AI accelerator...
Key Takeaways The ‘degenerate economy’ represents a structural market shift towards high-risk, speculative investments, driven by accessible technology and a cultural appetite for rapid gains. Uncertain economic conditions in 2025,...
Key Takeaways The White House’s AI Action Plan aims to accelerate AI adoption across federal agencies by removing regulatory hurdles, prioritising innovation over restrictive oversight. The policy shift stands to...
Key Takeaways The European Union is preparing a €100 billion tariff package to retaliate against potential US duties, with a critical deadline set for 1 August 2025. This countermeasure is...
Key Takeaways Meta is developing a custom AI chip on TSMC’s 2nm process node, targeting mass production in 2027 to reduce its significant dependency on Nvidia. The primary strategic motivations...
The recently announced trade agreement between the United States and Japan marks a significant shift in bilateral economic relations, with profound implications for key industries such as automotive and agriculture....
In the burgeoning $1.1 trillion cross-border money transfer market, Western Union (WU) grapples with the dual challenge of digital disruptors and regulatory complexities. Despite a 6% revenue dip in Q1...
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...
