SE’s $2.2B Forte Biosciences, Inc. deal adds FB-102 to expand pipeline, but valuation & Vyvgart patent risks raise caution.

The consensus EPS estimate is $0.21, while revenue is expected to come around $246.3M, representing a 9.7% Y/Y increase. Over ...

Memory and AI stocks fell after Nvidia and SK Group unveiled a $500B AI partnership, sparking potential concerns over capex ...

Microsoft Corporation faces AI CAPEX-driven margin pressure and FCF compression; valuation offers little safety. Click for ...

Emerson (EMR) unveils 5 Ovation AI agents for power & water plants—monitor assets, predict failures and cut diagnostics to ...

Intel Q2 beats show progress, but Foundry losses and low external revenue keep risks high. Click for more on INTC stock ...

Tantalus Systems is benefiting from a grid modernization cycle that I think has years to run as data centers, electrification ...

Intel Corporation Q2 ’26 saw 25% revenue growth and AI/data center surge. Click for this updated look at INTCC stock ...

Bank of Hawaii stock remains a "Buy" thanks to NIM tailwinds, strong credit and capital, and EPS growth. Click for more on ...

ASML Holding shows that AI has now re-energized its AI game plan, providing multi-year clarity in its net system sales ...

MacroGenics is a Buy, reflecting an extended cash runway to 2028 and upside from B7-H3 ADC MGC026 with 2026 data catalyst.

LLMs are an engine of great economic value, but the labs might be left with virtually none of it. I want to emphasize that ...