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Global Weekly Picks
AI And Acquisitions Will Strengthen International User Engagement In 2025
Key Takeaways Initiatives to grow international users and enhance the Fora app aim to boost user engagement and advertising revenue. Strategic acquisitions and AI-powered features are set to expand business scale and improve earnings, contributing to shareholder value.Read more
Rising Global Defense Spending Will Expand Unmanned Aerial Systems
Key Takeaways Accelerating demand for affordable, production-ready unmanned and space defense technologies positions Kratos as a key supplier with scalable, high-margin growth prospects. Favorable shifts toward agile procurement and operational systems give Kratos competitive advantages, enhancing recurring revenue and long-term margin quality through strategic partnerships and market focus.Read more
Digital ETFs And ESG Will Shape Global Retirement Trends
Key Takeaways Integration of recent acquisitions and expansion into ETFs and international markets could drive margin growth and broaden Victory Capital's client base beyond current projections. Investment in technology, data analytics, and strategic acquisitions positions the company to outperform industry peers in both organic growth and operational efficiency.Read more
Global Data Trends And 5G Rollout Will Fuel Digital Infrastructure
Key Takeaways Accelerating demand for AI, cloud, and data infrastructure is driving robust growth and expanding DigitalBridge’s margins through higher utilization and strengthened pricing power. Strategic capital deployment and portfolio expansion are enhancing returns, diversifying revenue streams, and solidifying the company’s leadership in global digital infrastructure.Read more
Urbanization And Climate Trends In MENA Will Drive Cooling Demand
Key Takeaways Advanced technology adoption and strong project pipeline may drive revenue and margin growth well beyond market expectations as regional cooling demand surges. Solid financial position and favorable regulatory trends enable expansion, recurring revenues, and heightened long-term demand visibility across key regions.Read more
Digitalization And AI Integration Will Fuel APAC Expansion Globally
Key Takeaways AI integration, proprietary data, and automated platforms position Dentsu for faster margin and revenue gains, outpacing conservative market expectations. Focused strategy, premium services, and improved M&A discipline boost resilience, reduce risk, and enable accelerated growth in key global and APAC markets.Read more
Aging Demographics Will Expand Biopharma Royalty Markets
Key Takeaways Operational leverage and internalized management are set to unlock stronger margins and higher earnings, surpassing current market forecasts. Expanding royalty opportunities and aggressive capital deployment position the Trust for sustained, above-trend revenue growth and enhanced competitive advantage.Read more
Renewable Energy Demand And Safe-Haven Metals Will Fuel Transformation
Key Takeaways Exceptional operational momentum and structural margin advantages suggest Wheaton could materially outperform consensus expectations for growth, earnings, and dividends. Strong cash reserves and exposure to decarbonization metals position Wheaton to capture market share and benefit from rising industrial and investor demand.Read more
Geopolitical Tensions And Battery Oversupply Will Constrain Market Potential
Key Takeaways Rising geopolitical risks, industry commoditization, and reliance on subsidies threaten revenue stability and compress margins amid heightened cross-border and regulatory pressures. Innovation risks and cost-cutting in R&D could undermine competitiveness, exposing Microvast to rapid technological disruption and potential earnings declines.Read more
