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DeepSeek, a Hangzhou-based AI startup, has retained CITIC Securities to prepare for a potential initial public offering on Shanghai's STAR Market, according to sources. The company intends to start the IPO process this year as it seeks capital for compute infrastructure, model development and staff retention, while timing, target valuation and fund…
FRP Holdings offers a mix of predictable legacy cash generation and hard-asset backing that looks underappreciated by the market. This trade targets a multi-month recovery as optionality from asset monetization and improving operational visibility catalyzes a re-rating.
Alibaba is trading near $112.66 after a sharp mid-year selloff tied to a DoD listing and AI-related allegations. The stock’s valuation (market cap ~$280B, P/E ~25x, P/B ~1.76) leaves room for a mid-term rebound if cloud and AI revenue trajectories resume and the legal overhang stabilizes. This trade idea lays out an actionable entry, stop and targe…
Taiwan's stock market closed marginally higher Wednesday, with the Taiwan Weighted advancing 0.06%. Strength in the Oil, Gas & Electricity, Optoelectronic and Transport sectors underpinned the session, while individual large percentage moves among select stocks drove headline volatility. Commodity and currency moves were mixed, with crude futures h…
Pharming Group N.V., a global biopharmaceutical company listed on Euronext Amsterdam and Nasdaq, announced its participation in two major investor conferences in September 2026: the H.C. Wainwright 28th Annual Global Investment Conference and the Morgan Stanley 24th Annual Global Healthcare Conference, both held in New York. CEO Fabrice Chouraqui w…
OpenAI says it has intensified collaboration with Samsung Electronics on research and production of next-generation chips as it builds out its hardware and enterprise AI footprint. Company representatives also said Samsung is among the largest organizational users of ChatGPT worldwide, and OpenAI reported a sharp increase in enterprise adoption acr…
Chris Hipkins concedes his Labour party was slow to respond to rising cost-of-living pressures after the pandemic and is campaigning to reclaim urban, middle-income voters ahead of the November 7 election. Labour has proposed targeted relief measures for transport and healthcare, a slate of innovation and renewable energy initiatives to rebuild urb…
Inditex, owner of Zara, said currency-adjusted sales rose 9% in August and reported €11 billion in sales for the quarter running May to July. Management highlighted operational strength in a complex global environment even as prolonged heat across Europe alters buying patterns and retailers adjust sourcing and inventory timing.
Kioxia Holdings Corp. Chief Executive Hiroo Ota has dismissed the prospect of a deeper manufacturing alliance with SK Hynix Inc., pointing to antitrust constraints and complications related to Kioxia’s joint facilities with Sandisk Corp. Ota also said memory prices have risen enough and that the company intends to prevent further increases that cou…
Broadcom is transitioning from steady infrastructure cash flow to a high-growth AI chip leader. With management guiding to $230B in AI-related revenue by fiscal 2028 and a projected 60% market share in custom AI silicon, the risk-reward favors a disciplined long trade. Entry, stop and target laid out with catalysts and risks clearly defined.
Austal shares climbed after Wildcat Infrastructure lodged a non-binding indication of interest to acquire Austal’s U.S. operations for a cash-free, debt-free valuation of $1.25 billion to $1.35 billion. The proposal, which would leave Austal USA operating under the Austal brand, is subject to a four-week due diligence period and board review. The b…
Fortinet is priced for growth: strong profitability, a $115.5B market cap and high multiples imply the market expects continued ARR momentum. This trade idea lays out a long entry that assumes Fortinet can sustain above-trend ARR additions, convert free cash flow into continued product investment, and keep margins intact. We set a clear entry at $1…
Swiss orthopaedic device maker Medacta reported a 9.7% increase in revenue in constant currency for the first half of 2026, supported by double-digit expansion in Asia Pacific and EMEA. Adjusted EBITDA totaled €97 million, implying a 27.8% margin in constant currency. Net profit declined versus the year-ago period due to a one-off gain recorded in …
The yen carry trade - borrowing low-cost yen to purchase higher-yielding assets elsewhere - has been a staple of global market flows for years. Recent gains in the yen, driven by prospects of faster-than-expected Bank of Japan rate hikes, have prompted questions about the trade's durability. While the trade's size is hard to pin down, proxies point…
Antin reported a 4.5% year-over-year drop in first-half 2026 revenue as fee income and carried interest eased. Adjusted EPS declined 14.9% while adjusted EBITDA margin remained at 50%. The board approved an interim dividend and the firm expects full-year dividend to match last year; underlying EBITDA is forecast to be slightly below 2025 levels.
Iran's Islamic Revolutionary Guard Corps said it launched ballistic missiles at a U.S. military base near Al Azraq in eastern Jordan and carried out attacks on vessels in and around the Strait of Hormuz, following U.S. strikes that destroyed five Iranian oil tankers. Jordan reported most incoming missiles were intercepted with no casualties, while …
Asian currencies were broadly firmer as the Japanese yen remained close to a seven-month high, helping to sap demand for the U.S. dollar. The move comes as Brent crude climbs toward $100 a barrel amid an intensifying Middle East conflict, while markets focus on an imminent U.S. inflation print and upcoming Federal Reserve and Bank of Japan meetings…
Qualcomm's partnership with Amazon to supply custom AI chips materially changes the company's TAM and margin profile. At today's $174 area, the market is still treating Qualcomm primarily as a handset/licensing name. This trade captures upside as enterprise demand and a large AWS order pipeline re-rate the multiple over the next 45 trading days.
Iran’s Islamic Revolutionary Guard Corps said it launched ballistic missiles at a Jordanian base used by U.S. forces and struck 10 vessels near the Strait of Hormuz after the U.S. military reported it had destroyed five Iranian oil tankers. The clashes mark a sharp intensification in a six-month conflict, hitting military positions, commercial ship…
A recent study found that girls exposed to acetaminophen (Tylenol) in the womb showed measurable reductions in ovarian and uterine size and in ovarian follicle counts at three months of age. Investigators emphasize the findings do not establish causation or predict individual fertility outcomes and call for long-term follow-up to determine whether …
Asian equity markets traded unevenly as gains in semiconductor names on optimism around artificial intelligence counterbalanced renewed concerns about rising crude prices and geopolitical conflict in the Gulf. Investors are focused on upcoming U.S. CPI data and the implications for Federal Reserve policy, while regional macro prints showed a mixed …
DocuSign is showing renewed enterprise traction as its Intelligent Agreement Management (IAM) stack and AI features accelerate sales into large commercial customers. The company combines high free cash flow ($1.20B trailing) with improving product-led adoption and reasonable technical momentum. We propose a long trade with a clear entry, stop and t…
Disney sells off during periods of streaming skepticism, but the company’s diversified cash engines and improving operational momentum argue for a tactical upgrade. With free cash flow north of $8.2B, a $181B market cap, and parks delivering strong operating income, this is a disciplined long-term trade: entry $105.10, target $120.00, stop $98.00 o…
A joint advisory from U.S. security agencies accused several Chinese AI companies of systematically extracting capabilities from advanced U.S. AI models at scale. The agencies said the operations used multiple technical and procedural workarounds to acquire billions of tokens and that the campaigns likely occurred with awareness of Chinese governme…
The National Stock Exchange of India is preparing to lower the proposed price band for its initial public offering to between ₹1,700 and ₹1,785 a share and to trim the stake for sale to about 5.5% of equity, according to people familiar with the discussions. Those changes would reduce the proceeds the selling shareholders can raise and cut the impl…
