Governor Bill Lee is proposing a major infusion into the state's nuclear innovation fund, with nearly all awards to date directed to East Tennessee—a region solidifying its status as America's premier nuclear science corridor.
While past winners like Nvidia have created fortunes, the next wave of wealth generation may lie with specialized players in AI infrastructure and quantum computing. We analyze two high-potential, high-risk contenders.
Kyocera's shares have surged over 27% in three months, pushing its valuation to a premium. Analysts are divided on whether the momentum reflects a fundamental re-rating or a speculative bubble, as growth forecasts remain modest.
New long-term data for Ultragenyx Pharmaceutical's UX111 gene therapy shows promise in halting cognitive decline in Sanfilippo syndrome type A, coinciding with a key FDA resubmission. While the development marks a significant scientific advance, it unfolds against a backdrop of persistent financial pressures for the company.
A recent J.P. Morgan upgrade spotlights Autodesk's strategic shift towards cloud-native platforms and generative AI. While analysts see potential in high-growth sectors like data centers, questions remain about execution and its premium valuation in a competitive market.
Google's parent company Alphabet is set to nearly double its capital expenditure this year, committing up to $185 billion primarily for AI infrastructure, as it vies for dominance against rivals like OpenAI and Meta.
Amid a sharp downturn in software shares, Wedbush analyst Dan Ives argues the selloff is overblown and presents a buying opportunity for key players like Microsoft and Palantir, despite lingering market fears over AI's disruptive impact.
Amgen's stock has surged over 27% in the past year, prompting investors to scrutinize whether its current price still reflects the underlying business value. A deep dive into cash flow and earnings models suggests a potential disconnect.
Clorox moves to acquire GOJO Industries, maker of Purell, while wrapping up a major ERP system upgrade. The strategic plays come as the household goods giant navigates softer sales and intensifying competition in the health and hygiene space.
Amazon's latest round of job cuts, part of a global restructuring, has landed heavily in California, with 27 offices across the state affected and the Bay Area bearing a significant brunt.
Automotive safety giant Autoliv announces a strategic joint venture with China's Hangsheng Electric to develop next-generation safety electronics, concurrent with aggressive cost-cutting measures and a substantial share repurchase program, signaling a multifaceted strategy to bolster its market position.
Sagimet Biosciences shares are back in focus following positive late-stage trial results for its acne drug candidate Denifanstat. With the stock showing volatile performance but a promising long-term return, investors are weighing its current valuation against significant future potential and inherent pipeline risks.
A discounted cash flow analysis suggests Excel Force MSC Berhad (KLSE:EFORCE) trades close to its intrinsic value of RM0.16 per share. We examine the assumptions behind the model and what investors should consider beyond the numbers.
UPS is equipping all 5,500 of its retail stores with RFID tracking, a significant expansion of its automation drive aimed at improving package visibility and reducing errors. The move highlights the company's focus on operational efficiency as it vies for higher-margin commercial clients in a competitive landscape dominated by FedEx and Amazon.
CNBC's Jim Cramer voiced strong support for Amazon.com Inc. ahead of its quarterly report, arguing the e-commerce and cloud computing leader does not receive the market respect it deserves despite fierce competition.
As the Nasdaq stumbles, a significant shift in capital flows suggests a long-awaited market rotation is underway, with defensive and value sectors gaining favor.
Following a sharp post-earnings sell-off, Axon Enterprise (AXON) faces questions about its premium valuation. Yet, management's long-term vision and the company's unique market position have some investors seeing a potential entry point.
As subscription models become ubiquitous from smart rings to cars, companies like Oura defend recurring fees as essential for innovation, even as consumers grapple with 'subscription creep' and mounting monthly bills.
OpenAI's proposal to trade its AI software for a cut of future drug revenues faces steep odds, analysts say, as the real bottlenecks in medicine lie far beyond the discovery phase.
The AI-powered 3D modeling firm expands its Krafty Lab enterprise platform by integrating advanced aviation simulations, including an F-35 fighter jet experience, targeting leadership development and premium corporate events.
