AI data center demand is an emerging structural tailwind for copper, alongside the energy transition and defense. Discover ...

Semiconductor outlook splits; favor edge compute, EDA & memory oligopolies vs. hyperscaler hardware. Check out how to manage ...

AI chip startup Positron is in discussions to raise about $750M in financing during a round with two phases, being among the ...

While the Iran war and its aftermath dominate news headlines, a critical market factor often overlooked is liquidity in ...

Strategic Education is shifting from low-margin B2C to high-margin edtech, emphasizing employer-affiliated partnerships.

Palantir is supported by elite growth prospects in AI-driven defense and enterprise software, despite recent share price ...

Argan's backlog is anchored by U.S. gas-fired projects, with industrial/data-center work providing a second growth lever.

June saw continued outflows from funds listed in all regions, yet global gold ETF flows have remained positive y-t-d.

Kailera (KLRA) obesity pipeline: exclusive Hengrui rights, $1.3B cash runway to 2028, Phase 3 ribupatide & oral GLP-1 ...

Price action across battery materials is increasingly being driven by relative-value opportunities rather than outright ...

Robust corporate earnings and profit margins mask the risks of a narrow market. Historically, when momentum-driven markets ...

We maintain a positive and constructive risk posture, with the caution of last quarter eased; the mid-cycle expansion ...