As AI spending surges, investors face a classic choice: TSMC, the indispensable manufacturer powering the entire industry, or AMD, the aggressive designer aiming to dethrone Nvidia. We analyze the risk-reward calculus.
Immunocore Holdings (IMCR) shares have experienced notable turbulence, declining over 7% in a week. Yet, a significant gap between its current price and analyst fair value estimates highlights a debate over the biotech's future, heavily reliant on its lead asset KIMMTRAK and pipeline execution.
LinkedIn co-founder Reid Hoffman argues that AI-native startups, by building custom solutions for precise problems, are enabling tiny teams to achieve output once requiring ten times the headcount, fundamentally reshaping productivity and competition.
Crude oil benchmarks plunged over 7%, with Brent near $66 and WTI around $62, as President Trump's comments eased fears of a U.S.-Iran conflict and a sell-off in metals markets spilled over. Analysts suggest the drop reflects a rapid unwinding of risk premiums rather than a fundamental change in supply dynamics.
Despite outperforming key benchmarks, APA Corporation faces a wall of analyst skepticism. With shares already trading above the average price target, the energy producer's disciplined strategy collides with muted expectations for near-term gains.
Hospitality tech provider Agilysys saw its stock price drop sharply post-earnings, even as Q4 revenue topped estimates. Higher development costs squeezed profits, though CEO highlighted strong subscription growth in key segments. Analysts are now scrutinizing the pace of major rollouts and efficiency gains.
The cryptocurrency market extended its losses on Monday, with the global market cap falling 2.9% to $2.65 trillion. Major assets like Bitcoin and Ethereum led the decline, while significant outflows from U.S. spot ETFs and shifting macroeconomic expectations fueled a wave of 'extreme fear' among investors.
Havana denies White House accusations of being a security threat while appealing for constructive talks, as U.S. pressure cuts off vital Venezuelan oil supplies and risks a humanitarian crisis.
Roth Capital has upgraded Energy Fuels (UUUU) from 'Sell' to 'Neutral', raising its price target to $15. The move follows the uranium miner's strategic acquisition of Australian Strategic Materials, expanding its rare earths portfolio and positioning within Western critical mineral supply chains.
February opens with a brutal sell-off across digital assets, seeing over $2.5 billion in liquidations and pushing Ethereum to the brink of $2,000. The turmoil coincides with a historic drop in gold, fueling debates on market stability and the path forward.
Audius SE (FRA:3ITN) shares jumped 13% last week, prompting a closer look at whether the rally is backed by the company's financial health or driven by broader market sentiment.
Pharmaceutical giant Eli Lilly announces a major $3.5 billion manufacturing expansion for its weight-loss drugs and enters two strategic research collaborations in gene editing and immunology, signaling aggressive growth plans amid a recent stock valuation dip.
Shares of RB Global (RBA) have retreated slightly in recent trading, yet the industrial auction giant's stock remains on a strong upward trajectory over the past quarter and year. This divergence presents investors with a classic valuation conundrum: is the current price a buying opportunity, or does a lofty P/E ratio signal overextension?
With its blockbuster Humira era in the rearview, AbbVie is betting big on its next-generation immunology drugs and a deep pipeline to drive growth and maintain its crown among Dividend Kings.
As Japan heads to the polls, Prime Minister Sanae Takaichi's expansionary fiscal pledges are being put to the test in a critical 30-year bond auction, with investors wary of the nation's towering debt burden.
Iran has summoned the ambassadors of all European Union member states in Tehran in a sharp diplomatic protest against the bloc's move to formally designate the Islamic Revolutionary Guard Corps (IRGC) as a terrorist organization.
Iranian officials confirm active review of diplomatic channels with Washington, signaling potential de-escalation as military posturing continues in the Gulf region.
One of Ethereum's largest holders faces a potential multi-billion dollar liquidation as prices slide, prompting urgent deleveraging moves that could ripple across crypto markets.
Harmony Biosciences CFO Sandip Kapadia has liquidated his entire direct stake in the company, a move that contrasts sharply with the firm's robust financial performance and bullish $1 billion revenue target for its flagship drug WAKIX by 2026. While the sales were pre-planned, the timing fuels debate on insider confidence versus corporate optimism.
The German tubing systems specialist is posting robust returns on capital employed, outpacing industry averages and signaling potential for sustained value creation through disciplined reinvestment.
