Browsing Tag
NASDAQ
801 posts
Baker Hughes cleared its biggest regulatory hurdle, but the Chart deal comes with strings
Baker Hughes won EU clearance for its $13.6 billion Chart deal, but divestitures, ten-year LNG safeguards and new debt still define the execution test.
Baker Hughes and Kodiak Gas Services sign 1GW gas turbine order for U.S. data centers
Baker Hughes and Kodiak’s 1GW turbine order turns AI data center power demand into a gas infrastructure test for BKR and KGS.
How Apple’s $30bn Broadcom chip deal strengthens the custom silicon race
Apple’s US$30bn Broadcom deal extends custom silicon supply through 2031 and strengthens Broadcom’s AI infrastructure valuation case.
Scancell Holdings (LSE:SCLP): Can a Nasdaq deal fund its pivotal melanoma trial?
Scancell has strong melanoma data, but Phase 3 still needs funding. A Nasdaq deal could reset LSE:SCLP, or leave investors facing dilution and deal risk.
SanDisk (SNDK) rallies 7.6% on AI NAND supercycle, $42bn backlog anchors thesis
SanDisk (SNDK) rallies 7.6% on AI NAND thesis, $42B backlog validates supercycle. SK Hynix Nasdaq listing July 10 tests scarcity premium ahead of Aug earnings.
Mesoblast stock gains as Ryoncil revenue hits US$115m in first launch year
Mesoblast Ryoncil revenue hits US$115m in its first launch year. Read how ASX:MSB’s biotech story is shifting from promise to sales.
Ionis Pharmaceuticals (IONS) drops 21% as Wainua Phase 3 ATTR-CM trial fails, Alnylam Amvuttra and BridgeBio Attruby emerge as clear beneficiaries
Ionis (IONS) drops 21% as Wainua Phase 3 ATTR-CM trial fails primary endpoint. Peak sales cut to $4B. Alnylam and BridgeBio benefit from the reset.
AstraZeneca (AZN) shares fall as Wainua Phase III trial miss dents ATTR-CM growth hopes
Read how AstraZeneca’s Wainua trial miss reshapes AZN stock sentiment, ATTR-CM competition and its 2030 growth story after July 9.
American Electric Power’s AEP Texas secures $3.26bn grid loan as AI demand reshapes power infrastructure
Read how American Electric Power’s $3.26bn AEP Texas grid loan could reshape AI-era power demand, infrastructure growth and utility sentiment.
Cognizant (CTSH) bets on agentic AI reset with expanded Google Cloud partnership
Cognizant expands Google Cloud partnership, targets 200,000 Gemini Enterprise users as CTSH trades near 52-week low. Read the full executive analysis.