With hyperscalers projected to pour $500 billion into AI infrastructure by 2026, investors are looking beyond headline chipmakers to the essential, yet often overlooked, backbone providers of the AI revolution.
Once crypto miners, IREN and Applied Digital have pivoted to AI infrastructure, delivering staggering returns. But as valuations soar, investors face a critical choice between predictable cash flow and high-growth optionality.
Microsoft's second-quarter earnings smashed expectations, fueled by a 26% surge in cloud revenue that crossed the $50 billion mark for the first time. The tech giant's aggressive AI investments are now driving significant growth across its enterprise stack.
Cisco Systems has inked a major 15-year virtual power purchase agreement for solar energy in Poland, a move that extends its environmental commitments into one of Europe's more fossil-fuel-dependent grids and underscores its long-term capital allocation strategy beyond core tech.
DuPont de Nemours launches a new ion exchange resin designed to boost productivity for organic acid producers in food, pharma, and bioplastics, as its stock shows sustained momentum.
Unity Software's new in-app web store integration with Coda could empower developers to bypass traditional marketplace fees, potentially altering the company's revenue streams and addressing its persistent valuation gap amid volatile stock performance.
Thermo Fisher Scientific reported a strong finish to 2025, with Q4 results exceeding expectations. While navigating currency volatility and tariffs, the life sciences giant highlighted growth in core biopharma sectors, strategic acquisitions like Clario, and a solid 2026 outlook.
Schneider National's Q4 2025 earnings fell short of expectations, pressured by a sharp late-year drop in freight demand and severe weather. While acknowledging near-term challenges, executives pointed to early signs of market normalization and detailed strategic cost actions aimed at positioning the carrier for an eventual upcycle.
Bank of America Securities has reaffirmed its Buy rating on Hesai Group (HSAI), raising its price target to $32, citing the lidar maker's technological milestones, strategic partnership with NVIDIA, and favorable regulatory developments for autonomous driving.
Swiss banking giant UBS has initiated coverage on Zai Lab Limited (NASDAQ: ZLAB) with a bullish 'Buy' rating and a $35 price target, highlighting the biopharma firm's strategic pivot from a China-focused player to a burgeoning global innovation platform with a promising proprietary pipeline.
RBC Capital has reaffirmed its confidence in Ascendis Pharma, raising its price target following the company's ambitious 2026 strategic goals, which hinge on sustained momentum for its lead therapy and significant long-term revenue targets.
Biotech firm Argenx SE sees its flagship drug Vyvgart outperform sales expectations in myasthenia gravis and CIDP treatments, with analysts pointing to sustained growth and regulatory momentum as key drivers.
The French government has intervened to stop satellite operator Eutelsat from selling its ground antenna assets, framing the move as a defense of European strategic autonomy against rivals like SpaceX's Starlink.
As demand for specialist education soars, private investors—from Abu Dhabi to private equity firms—are capitalizing on a strained system, drawing criticism for extracting profits from vulnerable children and cash-strapped councils.
With the annual self-assessment deadline a perennial source of stress for freelancers and sole traders, this guide breaks down the essentials of income tax and National Insurance. The landscape is set for a significant shift with the incoming Making Tax Digital regime, making this a crucial year to get to grips with the current rules.
Despite bearing the brunt of costly natural disasters, Asia-Pacific remains the world's least insured region, with a staggering $64 billion protection shortfall in 2024 alone, threatening economic stability and vulnerable communities.
Chinese regulators have conditionally approved leading AI startup DeepSeek to purchase Nvidia's advanced H200 artificial intelligence chips, sources tell Reuters, as Beijing navigates competing pressures to advance its tech sector while managing geopolitical tensions.
Sciwind Biosciences secures Chinese approval for its GLP-1 agonist Xianyida, entering a crowded but high-stakes diabetes treatment market dominated by global giants, as the country grapples with the world's largest diabetic population.
The long-standing pillar of UK e-commerce—free and unlimited returns—is facing a fundamental overhaul as soaring costs and changing consumer habits force retailers to adopt more targeted and sustainable policies.
Robert Half International reports a pivotal return to sequential revenue growth in Q4 2025, signaling a potential turning point after a prolonged slump. However, the staffing giant continues to grapple with significant year-over-year declines, highlighting an uneven recovery path for the broader professional labor market.
