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Investment Analysis

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Synopsys and Atomera Extend TCAD Partnership to Gallium Nitride Modeling

The goal is to give chip designers trusted GaN simulation files they can use to plan real builds.

Rocket Lab Completes First Dedicated ESA Launch for Celeste Navigation Test

Tesla Publishes Toned-Down Q1 Delivery Consensus as Investors Brace for a Shortfall

Wave Life Sciences Shares Plunge 30% After Early Obesity Trial Readout

GM Begins Highway Tests of Next-Gen ‘Eyes-Off’ Driving System

Cramer Backs Chewy, Calling It a Good Company but a Bad Stock

Mobileye Lands 2027 Driver-Monitoring Program With Leading U.S. Automaker

Biomea Fusion Reports Positive 52-Week Phase II Results for Icovamenib in Diabetes

Eli Lilly to Invest $3 Billion in China to Build Orforglipron Manufacturing

Microsoft Outlook Divides Investors as Cramer Flags Risks and AI Capacity Strains Persist

Cantor Raises Innoviva Target to $32 After Q4 Beat on China XacDuro Builds

Wall Street Splits on Tesla as Its AI Bet Takes Center Stage in 2026

Microsoft Lands $750 Million, Three-Year Azure Deal With Perplexity for Frontier AI Models

UK Grocers Adjust Menus as GLP-1 Drugs Shift Shoppers to Smaller, Healthier Picks

NextEra Targets 15–30 GW for Data Centers in New Google, Meta Deals and Exxon Project

Robotics Optimism Lifts Tesla Stock as Valuation Fight Intensifies

Novo Nordisk Halts Phase-3 Alzheimer’s Trial of Semaglutide After Failure to Slow Decline

Archer Aviation Edges Higher After Short Report Questions Dubai Airshow Demo

Amazon Leans Into AI Infrastructure as AWS Drives Profit

Apple’s Cautious AI Spending Wins New Support on Wall Street