Global Community

Investment thesis Nebius is an AI-infrastructure company building large-scale GPU clusters, cloud platforms and developer tools for the global AI market. Its investment case is based on the possibility that demand for AI computing remains strong and Nebius becomes a meaningful specialised provider rather than simply another capital-intensive data-centre operator.Read more

In the second quarter of 2026, Samsung Electronics earned ₩89.5 trillion of operating profit in a single quarter. Its average full year across the previous decade was ₩38 trillion.Read more

AppLovin Investment Thesis AppLovin is an AI-powered advertising technology company that helps businesses acquire, measure and monetise users across mobile applications and other digital channels. Its investment case is based on the possibility that the Axon advertising platform can continue improving campaign performance, expand beyond mobile gaming and become a broader performance-marketing infrastructure layer.Read more

Blackrock Silver is chasing a high-quality silver and gold find in Nevada, with early work suggesting the deposit could be much bigger than the market expects if drilling keeps delivering. But it’s still years away from proving it can become a real mine, and delays, new fundraising, or weaker metal prices could quickly change the story.Read more

SBS Nexus Berhad posted a strong second-quarter performance for the three months ended 30 June 2026, with profitability rebounding sharply as its higher-margin digital branding business continued to anchor the Group's earnings. The Group recorded Q2 FY2026 revenue of RM12.92 million, gross profit of RM5.32 million, profit before tax (PBT) of RM3.74 million and profit after tax (PAT) of RM2.80 million.Read more

Is the market still pricing stc as a slow-growing telecom company while it quietly becomes the infrastructure backbone of Saudi Arabia’s AI economy? Why do I believe stc’s fair value is SAR 46.50?Read more

3QFY2026 Review | Revenue growth remains strong, while current margin pressure is largely tied to expansion, raw material costs and a higher tax burden. The recent discussion around Oriental Kopi Holdings Berhad has centred on higher operating costs and margin compression.Read more

TheGapReport: Medtronic plc (NYSE:MDT) Q1 2027 (jun 3 - sep 1) Medtronic's fiscal first quarter of 2027 arrived with 13.7% organic growth — a number that would be arresting in any quarter, inflated here by an extra selling week management estimates contributed roughly 670 basis points. Strip the calendar effect and the underlying figure still represents, by their own account, the strongest performance in nearly eight years.Read more

SAIC hits the targets it set for itself and raises its outlook, helped by better contract renewals and a cost-cutting program that’s moving from talk to action. But new contract wins suddenly look shaky, and management grows noticeably more cautious about how quickly government buying will speed back up.Read more