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Latest Articles

Rumble: Buy the AI Cloud Re‑Rating as Northern Data Deal Closes

Rumble: Buy the AI Cloud Re‑Rating as Northern Data Deal Closes

Rumble's planned acquisition of Northern Data and early monetization of cloud and Shorts features create a credible path from a video platform to an AI infrastructure and monetization play. The stock is richly valued on current revenue but the combination gives operational leverage via owned GPU capacity and a $100M advertising commitment that supp…

Oddity Tech: Cheap on the Tape, But the Ad Fix Still Needs to Arrive

Oddity Tech: Cheap on the Tape, But the Ad Fix Still Needs to Arrive

Oddity Tech (ODD) trades at an attractive market capitalization and single-digit PE following a steep selloff tied to an advertising-partner algorithm disruption. The upside is a clean re-rate if customer acquisition costs normalize and revenue stabilizes; the downside is material if the ad channel permanently degrades or legal actions accelerate. …

Nvidia to Reveal First Windows PCs Using Its Own Chips Next Week

Nvidia to Reveal First Windows PCs Using Its Own Chips Next Week

Nvidia is set to introduce its first Windows personal computers powered by its own processors next week, with Microsoft and Nvidia scheduled to present the new systems at Computex in Taiwan and Microsoft's Build conference in San Francisco. The lineup is expected to include Microsoft Surface models and machines from Dell, and Microsoft plans to sho…

WHO Director-General Urges Community-Led Response as Ebola Cases Rise in Congo

WHO Director-General Urges Community-Led Response as Ebola Cases Rise in Congo

WHO Director-General Tedros Adhanom Ghebreyesus traveled to the Democratic Republic of Congo this week to coordinate the response to the latest Ebola outbreak, stressing that community involvement is essential. Congolese authorities reported 1,028 suspected cases by Friday, while the WHO says it has received only one-third of requested funds. Medec…

Rising Prices Reignite Political Pressure on Central Bank Autonomy

Rising Prices Reignite Political Pressure on Central Bank Autonomy

Policymakers say central bank independence is under renewed strain as higher oil prices and resurgent inflation push monetary authorities into unpopular tightening. Political interference, profit-transfer demands and high public debt are narrowing policy options and risking loss of credibility, current and former officials warned.

China Signals Retaliation if EU Imposes New Trade Restrictions

China Signals Retaliation if EU Imposes New Trade Restrictions

China has warned it will take countermeasures should the European Union move forward with new unilateral trade measures targeting Chinese firms. Beijing urged the EU to respect World Trade Organization rules, promote free and fair competition and resolve differences through consultation as both sides discuss creating a trade and investment dialogue…

Philippines Says Threat from China Persists Despite Recent U.S.-China Rapprochement

Philippines Says Threat from China Persists Despite Recent U.S.-China Rapprochement

Speaking at the Shangri-La Dialogue in Singapore on May 30, Defence Secretary Gilberto Teodoro warned that the Philippines remains under a severe territorial and political threat from China despite signs of easing between Washington and Beijing. Teodoro said Manila will prioritize resilience, bolster alliances, and rapidly upgrade defence infrastru…

Cogent Biosciences Announces Detailed Clinical Data from PEAK Phase 3 Trial with Bezuclastinib in Combination with Sunitinib in Gastrointestinal Stromal Tumors (GIST) at 2026 American Society of Clinical Oncology (ASCO) Annual Meeting

Cogent Biosciences Announces Detailed Clinical Data from PEAK Phase 3 Trial with Bezuclastinib in Combination with Sunitinib in Gastrointestinal Stromal Tumors (GIST) at 2026 American Society of Clinical Oncology (ASCO) Annual Meeting

Cogent Biosciences announced highly positive results from the PEAK Phase 3 trial demonstrating that the combination of bezuclastinib and sunitinib significantly improves progression-free survival and response rates in gastrointestinal stromal tumor (GIST) patients resistant to imatinib. The combination showed a median progression-free survival of 1…

Molecular Partners Holds Presentations at ASCO and SNMMI 2026 on DLL3-Targeting Radio-DARPin MP0712, Now Dosing Patients in Phase 1

Molecular Partners Holds Presentations at ASCO and SNMMI 2026 on DLL3-Targeting Radio-DARPin MP0712, Now Dosing Patients in Phase 1

Molecular Partners AG announced presentations at the 2026 ASCO and SNMMI meetings showcasing trial-in-progress data from their Phase 1/2a study of MP0712, a targeted alpha radiotherapy candidate for small cell lung cancer and neuroendocrine tumors. MP0712 uses a novel Radio-DARPin platform targeting DLL3, a protein highly expressed in tumors but lo…

Replimune Presents 3-Year Landmark Overall Survival Analysis from IGNYTE Clinical Trial During Oral Presentation at the 2026 American Society of Clinical Oncology Annual Meeting

Replimune Presents 3-Year Landmark Overall Survival Analysis from IGNYTE Clinical Trial During Oral Presentation at the 2026 American Society of Clinical Oncology Annual Meeting

Replimune Group, Inc. announced positive 3-year overall survival results from the IGNYTE clinical trial evaluating its lead product candidate RP1 in combination with nivolumab in patients with anti-PD-1 failed advanced melanoma. Nearly half of treated patients were alive at three years, with 83.5% survival among responders, demonstrating durable be…

Immatics Presents Clinical Activity of IMA203CD8 PRAME Cell Therapy in Hard-to-Treat Gynecologic Cancers at 2026 ASCO Annual Meeting

Immatics Presents Clinical Activity of IMA203CD8 PRAME Cell Therapy in Hard-to-Treat Gynecologic Cancers at 2026 ASCO Annual Meeting

Immatics N.V. presented updated Phase 1 clinical data at ASCO 2026 showing that their IMA203CD8 PRAME-directed TCR T-cell therapy achieved meaningful anti-tumor activity in heavily pretreated patients with platinum-resistant ovarian cancer, uterine cancer, and synovial sarcoma. The therapy demonstrated a 63% objective response rate in gynecologic c…

NOG: Duvernay Buy Appears Fair — Buy the Dip, But Watch the Leverage

NOG: Duvernay Buy Appears Fair — Buy the Dip, But Watch the Leverage

Northern Oil & Gas (NOG) looks like an opportunistic buy after the Duvernay acquisition: the company still trades at depressed multiples (EV/EBITDA ~2.8, P/S ~0.95) and yields roughly 8%, but the deal increases leverage against a weak liquidity profile and negative free cash flow. We lay out a mid-term trade: entry $21.75, target $28.00, stop $19.0…

PAR Technology: Buying the AI-Driven Rebound at a Steep Discount

PAR Technology: Buying the AI-Driven Rebound at a Steep Discount

PAR Technology (PAR) has the assets and market exposure to ride the cloud point-of-sale transition, yet it trades at a severe valuation discount to analyst targets. This trade idea targets a move to $53 over the next 180 trading days while limiting downside with a stop at $11.59. The plan banks on recurring software revenue growth, improving margin…

AUKUS Partners Announce Joint Development of Unmanned Undersea Vehicles

AUKUS Partners Announce Joint Development of Unmanned Undersea Vehicles

SINGAPORE, May 30 - The United States, the United Kingdom and Australia are collaborating to develop unmanned undersea vehicles (UUVs) as part of the trilateral AUKUS security arrangement. U.S. Secretary of Defense Pete Hegseth described the project as a signature effort within AUKUS’ 'Pillar Two' to advance defence technologies including quantum c…

Buy Joby for the 2030 Payoff—Not the 2026 Topline

Buy Joby for the 2030 Payoff—Not the 2026 Topline

Joby is closest to commercial eVTOL service among peers and trades at a post-hype valuation that still prices in meaningful future growth. With FAA progress, an operating foothold via Blade, and multi-billion cash reserves, a disciplined long with a defined stop can capture upside from certification and early revenue acceleration while limiting dow…