Browsing Tag
Goldman Sachs
191 posts
Commonwealth Bank splits technology leadership as ASX:CBA puts AI and resilience under CEO
Commonwealth Bank splits technology leadership as AI and cyber move closer to the CEO. Discover what ASX:CBA's change means for execution and valuation now.
uniQure surges 78% as FDA clears accelerated approval path for its Huntington’s disease gene therapy
uniQure (QURE) surges 78 percent as FDA clears accelerated approval path for AMT-130 in Huntington's disease, with BLA filing due Q3 2026. Full analysis.
Intertek agrees ÂŁ10.9bn EQT takeover as board recommends final ÂŁ60 cash offer
Intertek agrees EQT’s £10.9bn takeover. See what the £60 cash offer, dividend, shareholder vote and London delisting mean for ITRK investors and employees.
uniQure (QURE, NASDAQ) targets Q3 BLA after FDA’s Huntington’s reversal
The FDA spent months blocking uniQure's Huntington's gene therapy. Now it wants the filing in Q3. QURE doubled, but approval is still unwon.
Could Skyworks’ Qorvo debt exchange clear a key path for the chip deal?
Find out how Skyworks’ Qorvo debt exchange could affect SWKS stock, merger risk and semiconductor consolidation strategy today!
Is Super Micro Computer’s $7bn raise a growth signal or a dilution warning for SMCI?
Find out why Super Micro Computer’s $7bn AI financing plan hit SMCI stock despite a $39bn order backlog and strong server demand.
Dana and Eaton Mobility strike $5.1bn deal as DAN investors weigh synergy upside
Find out how Dana’s $5.1bn Eaton Mobility deal could reshape DAN, auto suppliers, margins and powertrain competition.
India’s FPI story is changing as Capital Group cuts and Norges Bank scales up
Capital Group cut India exposure sharply, but Norges Bank is adding. India’s equity premium now faces a tougher foreign investor test. Read more.
Is the SpaceX IPO a Starlink growth story or an AI valuation gamble dressed as a rocket stock?
Find out how SpaceX’s record IPO could shape SPCX stock sentiment, Starlink valuation, AI risks, and retail investor appetite.
SpaceX (SPCX) targets $1.75tn in record IPO, but Morningstar pegs fair value at $780bn
SpaceX set a fixed $135/share for a record $75B IPO at a $1.75T valuation, but Morningstar pegs fair value at $780B. ARK says $2.5T by 2030. The valuation gap is huge.