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Khac Phu Nguyen
Drug Manufacturers
AstraZeneca Agrees Up to $18.5 Billion Obesity Drug Deal in China
AstraZeneca will pay $1.2 billion upfront to CSPC for eight obesity candidates, with milestone payments potentially lifting the deal to $18.5 billion.
Stocks:
AZN
LLY
1 day ago
Khac Phu Nguyen
Software
Permira Buys Minority Stake in Carne Group at ?1.4 Billion Valuation
Permira takes a significant minority stake as Vitruvian Partners exits and founder John Donohoe retains control.
Stocks:
CWAN
1 day ago
Nauman Khan
Hardware
SanDisk Shares Jump 20% on Strong Outlook and AI Demand
SanDisk Sees Higher Margins Ahead. Data Centers Are the Key Driver.
Stocks:
SNDK
1 day ago
Khac Phu Nguyen
Hardware
Kioxia Shares Surge Over 13 Times as AI NAND Demand Tightens
Extended Sandisk JV through 2034 brings $1.165 billion payments, lifting shares 11% amid AI-driven NAND pricing strength.
Stocks:
SNDK
KXIAY
SSNLF
MU
HXSCL
1 day ago
Khac Phu Nguyen
US Wheat Heads for Biggest Monthly Rise Since May 2024, Up 6.6%
A weaker dollar and earlier frost concerns have lifted Chicago wheat futures toward their strongest monthly gain in nearly two years.
1 day ago
Khac Phu Nguyen
Capital Markets
Nomura Profit Slips 9.7% as Shares Jump 41%, Buyback Announced
Quarterly earnings missed estimates due to Europe losses and acquisition costs, despite strong equities, wealth management growth, and a ¥60 billion buyback plan.
Stocks:
NMR
1 day ago
Khac Phu Nguyen
China Considers 200 Billion Yuan Bond Sale to Recapitalize Major Insurers
Beijing is weighing its first special bond injection for insurers, potentially supporting China Life, PICC, and China Taiping as early as the first quarter.
1 day ago
Khac Phu Nguyen
Swatch Shares Jump 10% as Demand Rebound Lifts 2025 Growth Outlook
Watchmaker points to accelerating second-half sales growth and early 2026 momentum despite currency and tariff headwinds.
1 day ago
Khac Phu Nguyen
Drug Manufacturers
Novo Nordisk Shares Jump 14% as Wegovy Pill Launch Lifts Sentiment
The stock rebounds after its worst year as Novo beats Eli Lilly to market with an oral obesity drug.
Stocks:
NVO
LLY
1 day ago
Khac Phu Nguyen
Chinese Property Bonds Return as Hang Seng Property Index Jumps 17% in January
Three developers tap offshore markets in two days as easing pressures revive investor interest after years of disruption.
1 day ago
Renato Neves, CFA
Metals & Mining
Newmont Shares Retreat as Warsh Pick Weighs on Gold
Fed chair pick strengthens dollar and pressures precious metals
Stocks:
NEM
D
1 day ago
Faizan Farooque
Vehicles & Parts
Tesla Ends Model S and X Production to Focus on Robotics Push
Move reflects shift from electric vehicles to AI and humanoid robot development.
Stocks:
TSLA
1 day ago
Faizan Farooque
Semiconductors
China clears DeepSeek to buy Nvidia H200 chips
Conditional approval comes amid U.S.--China tensions over AI technology.
Stocks:
NVDA
1 day ago
Faizan Farooque
Retail - Cyclical
Amazon in talks to invest up to $50B in OpenAI
Potential deal would deepen Amazon's role in the fast-evolving AI ecosystem.
Stocks:
AMZN
1 day ago
Nauman Khan
Vehicles & Parts
Tesla Shares Spike on Reported SpaceX-xAI Merger Talks
Tesla Shares Surge as Musk Eyes SpaceX, xAI Power Move
Stocks:
TSLA
1 day ago
Faizan Farooque
Hardware
Apple to prioritize premium iPhones in 2026, delay standard model
Company focuses on foldable and high-end devices to boost profits amid rising costs.
Stocks:
AAPL
1 day ago
Faizan Farooque
Software
Microsoft signs $750M cloud deal with AI firm Perplexity
Agreement expands Azure's reach as competition with Amazon intensifies.
Stocks:
MSFT
1 day ago
Nauman Khan
Transportation
Cathie Wood Doubles Down on Joby Aviation After Stock Crashes 17%
Cathie Wood Loads Up on Joby Aviation After Massive Sell-Off
Stocks:
JOBY
CRSP
1 day ago
Moz Farooque
Software
ServiceNow Slides Despite Strong AI Demand
Growth pace raises investor concerns
Stocks:
NOW
1 day ago
Moz Farooque
Retail - Cyclical
Amazon Eyes $50 Billion Investment in OpenAI
Talks could reshape AI power balance
Stocks:
AMZN
NVDA
MSFT
1 day ago
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