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Latest Articles

TSMC Over Intel: Back the Foundry Goliath on Momentum and Moats

TSMC Over Intel: Back the Foundry Goliath on Momentum and Moats

TSMC is the low-risk, high-conviction way to own AI hardware exposure right now. The company combines dominant market share, improving margin power and clear capacity expansion plans with bullish technicals. Against an overheated Intel narrative, TSMC offers steadier earnings leverage and a more reasonable growth-to-valuation profile—making a mid-t…

WTW Confirms Change in Ownership of Al-Futtaim Willis

WTW Confirms Change in Ownership of Al-Futtaim Willis

Willis Towers Watson (WTW) has acquired full ownership of its UAE joint venture, Al-Futtaim Willis, following regulatory approval by UAE and Bahrain central banks. This move enhances WTW's regional presence in UAE and Saudi Arabia, allowing better service delivery through full control of the local business and integration with its recent investment…

Regeneron and Sanofi Expand Global Alliance with Multiple Next-Generation, Long-Acting Immunology Antibodies

Regeneron and Sanofi Expand Global Alliance with Multiple Next-Generation, Long-Acting Immunology Antibodies

Regeneron and Sanofi have expanded their antibody collaboration, adding four next-generation long-acting antibodies targeting key interleukins involved in type 2 inflammation. Regeneron will receive $1 billion upfront and potential $7 billion in milestones, sharing development costs and profits equally with Sanofi. This builds on their successful D…

NIO Inc. Provides September and Third Quarter 2026 Delivery Update

NIO Inc. Provides September and Third Quarter 2026 Delivery Update

NIO Inc. announced robust delivery figures for September and the third quarter of 2026, with year-over-year increases of 7.7% and 25.4%, respectively. Total deliveries for the first three quarters grew 49.2% year-over-year, reaching over 300,000 vehicles. Milestones for its All-New ES8 and ES9 models highlight NIO's leadership in the premium electr…

Reprice the Ant Option: A Mid-term Long on Alibaba as Overhang Clears

Reprice the Ant Option: A Mid-term Long on Alibaba as Overhang Clears

Alibaba trades at $107.73 with a $268.9B market cap, attractive relative multiples, and material upside if the market revalues the firm's Ant Group holding. Heavy AI-related capex and regulatory overhang have compressed near-term cash flow, but Cloud momentum and the potential crystallization of Ant's value justify a mid-term long trade with a $125…

Li Auto Inc. September 2026 Delivery Update

Li Auto Inc. September 2026 Delivery Update

Li Auto delivered 31,817 vehicles in September 2026, surpassing 1.83 million cumulative deliveries. The company expanded its electric vehicle lineup with the Li L6, Li MEGA Home, and Li i9 Home models. Additionally, it rolled out a major software update to nearly one million vehicles and announced the upcoming launch of the Li i6 and its debut in t…

UiPath (PATH): A Tactical Buy Around $13 as AI Adoption Reaccelerates

UiPath (PATH): A Tactical Buy Around $13 as AI Adoption Reaccelerates

UiPath is trading near $13 after a recent pullback. The business is now profitable on a GAAP basis, has expanding enterprise traction (21% growth in million-dollar customers), and trades at a mid-teens P/E with modest free cash flow. For traders, this presents a favorable risk/reward for a mid-term swing (45 trading days) with a clear entry, stop a…

Oil steadies as markets weigh US-Iran talks and signs of Gulf export recovery

Oil steadies as markets weigh US-Iran talks and signs of Gulf export recovery

Oil prices were little changed in early Asian trading as investors digested developments in US-Iran shuttle diplomacy, the resumption of Saudi shipments from Yanbu and a surprise build in US crude inventories. Brent remained near $98 a barrel while WTI hovered around $90, with analysts noting that a fresh market catalyst would be needed to push pri…