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Key Takeaways I believe the Canadian oil and gas sector is overlooked, mainly because of Donald Trump's upcoming second term. Regardless of Trump tariff risk, which I deem overblown due to economic recoil to the American Midwest, I believe Canadians have hedged their risk, improving exporting infrastructure.

Pro Medicus (ASX: PME) is an Australian company that develops medical imaging software under its Visage product range. Leading medical institutions including NYU Langone, UCSF, and Mass General Brigham have publicly or semi-publicly praised the platform—often via PME-issued press releases or interviews.

1. Growth Engines in AI & Data Center AMD reported 36% YoY revenue growth in Q1 2025 , reaching $7.44B , with non‑GAAP EPS of $0.96 , a 55% YoY jump.

Key Takeaways Silo Pharma is advancing a diversified pipeline of innovative therapies aimed at major health challenges in Central Nervous System (CNS) disorders like PTSD, fibromyalgia, Alzheimer’s, and multiple sclerosis (MS). The company’s unique approach of combining traditional drugs with psychedelic-inspired therapies positions it to address significant gaps in the treatment landscape.

TotalEnergies Marketing Nigeria Plc has released its forecast for the second quarter of 2025, projecting a revenue of N191.61 billion for the period spanning April to June 2025. Key Highlights: - Projected revenue of N191.61 billion for Q2 2025 - Gross profit of N25.7 billion, with a cost of sales of N165.9 billion - Operating profit of N7.8 billion, after deducting selling and distribution costs and administrative expenses - Net finance cost of N5.6 billion, resulting in a profit before tax of N2.1 billion - Projected net profit of N1.4 billion for Q2 2025 - Net cash inflow of N18.3 billion from operating activities.

Key Takeaways Google’s dominance in search, and digital advertising industry growth will remain in tact. Cloud computing trends will support Google Cloud revenue growth Alphabet may implement AI slightly slower, but won’t fall behind Current estimates on costs per generative AI query are prohibitive to profitability Until processing power improves and makes generative AI cheaper, Google is unlikely to lose much market share.

Boring, old, fusty SMSI eeking out an existence until the CEO throws in the towel. Ask these questions: What is the market potential for their latest software seeing that their main product is not available on all US networks, it's made for families, needed by one parent, who can be bothered to pay $10-20 (avg.) monthly for a software that their kids WON'T use - max 16m potential shoppers.

TWR is generally positioned as highly affordable insurance. This gives TWR plenty of headroom, relative to competitors, to increase insurance premiums in response to risk changes from climate change.

Here is a structured summary of the Nagarro investment narrative (Base Case) : Nagarro 5-Year Investment Narrative (Base Case) Company Overview: Nagarro SE is a German-headquartered digital engineering and IT consulting company specializing in cutting-edge technologies such as cloud transformation, artificial intelligence, and digital product development. It serves a global client base across various industries, including automotive, healthcare, finance, and manufacturing.