Browsing Tag
NASDAQ
804 posts
Why Novartis’ $12bn Avidity bet suddenly looks more interesting after new del-brax data
Find out how Novartis AG’s del-brax data could strengthen its $12bn Avidity Biosciences bet and rare muscle disease strategy.
Why Honeywell Technologies could change how investors value HON after the Aerospace spin-off
Find out how Honeywell Technologies’ investor day could reshape HON stock, automation growth and the Aerospace spin-off investment case.
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.
Humacyte (HUMA) posts positive Phase 3 dialysis access data, then raises $50m at a discount on the strength of it
Humacyte (HUMA) posts positive Phase 3 dialysis access data and raises $50M at a discount. FDA filing planned for H2 2026. Read the full executive analysis.
Navan (NAVN) jumps nearly 20% as the AI travel and expense platform swings to profit and raises its full-year outlook
Navan (NAVN) jumps nearly 20 percent after a Q1 beat, a swing to non-GAAP profit, and raised fiscal 2027 guidance. Read the full executive analysis here.
Adobe (ADBE) reports fiscal Q2 earnings tonight as Wall Street treats the print as a referendum on AI and creative software
Adobe (ADBE) reports fiscal Q2 earnings after the close on June 11, with the stock down 30 percent and AI disruption fears in focus. Read the full preview.
Could Magnite Orchestration help MGNI defend the sell-side stack as AI changes media buying?
Find out how Magnite Orchestration could reshape MGNI’s AI advertising strategy, CTV growth and sell-side platform competition.
SpaceX (SPCX) prices largest IPO in history at $1.75tn ahead of June 12 Nasdaq listing
SpaceX (SPCX) prices the largest IPO ever at a $1.75 trillion valuation, raising up to $75B before its June 12 Nasdaq debut. Read the full executive analysis.
Xbox may be heading for major layoffs, but is Microsoft fixing gaming or shrinking it?
Find out how Microsoft’s reported Xbox layoffs could reshape MSFT stock sentiment, Game Pass strategy, console sales, and gaming margins.
Broadcom, Apollo and Blackstone launch AI XPV Platform as AVGO targets compute finance
Find out how Broadcom’s AI XPV Platform with Apollo and Blackstone could reshape AVGO, AI compute finance and infrastructure demand.