Global Community

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

Vistra’s share price drops even as the business signs long-term power deals and grows what it earns from day-to-day operations, and the main culprit may be an accounting quirk tied to how it locks in future electricity prices. The story digs into what’s real versus what’s just a headline—and what could still go wrong, from heavy debt to swings in energy prices and shifting excitement around data-center power demand.Read more

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

Advanced Energy is riding a wave of demand from chip factories and power-hungry data centers, and it keeps lifting its own outlook as results surprise to the upside. The catch is the stock leaves little room for anything to disappoint, with heavy insider selling and mixed signals from big investors raising the stakes for the next few updates.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

Benz Mining is chasing a much bigger gold find at its Glenburgh project, and new drilling and early testwork suggest the story could be more than just hype. The catch is that the market already expects a lot, so the next round of drilling and a first official resource estimate become the make-or-break moment.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

Epicon’s core construction business starts to run more smoothly, and it’s lining up a deal that could shift it from chasing one-off jobs to getting a steadier flow of work through a major developer’s pipeline. The big question is whether this step-up in scale and a new move into housing can turn today’s improving execution into more reliable profits.Read more