Analysis

Analysis

BioNTech at a Crossroads: FDA Filing Looms as Phase 3 Pipeline Takes Shape

AI & Quantum Computing

Sovereign AI Surge and a Credit Rating Lift: Nvidia Rewrites Its Growth Playbook

Analysis

Vonovia’s Rate Hike Non-Event: Why the Real Damage Came Days Earlier

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Analysis

Microsoft’s Cost-Cutting AI Push Collides With a $190 Billion Bet

Satya Nadella has sent an unusual message to Microsoft’s workforce: stop burning expensive frontier models on mundane tasks. The directive,...

Infineon’s €108 Target: Analyst Confidence Grows as AI Data Center Demand Fuels a 106% Rally

by Kennethcix

Infineon rarely gets mentioned in the same breath as Nvidia when investors talk about artificial intelligence. That perception is shifting...

Renk’s Long-Term Defence Pivot Clashes With a 45% Stock Wipeout

by SiterGedge

The Renk Group AG is doing a bold triple pivot: into unmanned ground vehicles, wheeled armour and independent US operations....

Green Bridge Metals’ Multi-Year Countdown Begins as Drilling Targets Critical Mineral Resources in Minnesota

The energy transition has cast a long shadow over the US supply chain, but for junior explorer Green Bridge Metals,...

AMD’s Venice Leap and Oracle’s Spending Blues: A Market Learning to Count the Cost

by SiterGedge

Advanced Micro Devices is delivering some of its most compelling technology breakthroughs in years, yet the market’s mood has shifted...

Palantir’s Revenue Jumps 85% to $1.63B, but CEO Karp Warns AI Industry Is Headed for Nationalization

by Kennethcix

Alex Karp is not one to mince words, and this week he took direct aim at the artificial intelligence industry...

Ocugen’s Mutation-Agnostic Gene Therapy Edges Toward FDA Filing as $130M Financing Secures Runway to 2028

Ocugen is betting that a single therapeutic can rewrite the rules for treating inherited retinal diseases. Its lead candidate, OCU400,...

Plug Power’s Two-Pronged Rescue: Asset Sales and a Dilution Vote Collide Amid a 20% Rout

by Jackson Burston

The euphoria that drove Plug Power shares up by nearly 106% over the past twelve months has given way to...

Xiaomi’s Premium Push Collides with Margins as Stock Sinks to New Low

The launch of Xiaomi’s 17T smartphone in India this week was supposed to herald a victory in its push upmarket....

At 15, Global X SuperDividend ETF Offers High Yield but a Deteriorating Payout

by SiterGedge