NVIDIA’s data center business now dominates the company as demand for its AI chips and systems keeps surging through cloud providers and government-backed AI projects. That shift is driving unusually strong profits and cash returns, but it also raises new questions about supply bottlenecks and how much the company is relying on one engine for growth.Read more

EnSilica builds custom chips for fast-growing markets like satellite internet and security, and recent deal activity in the sector suggests bigger players may pay up for the right technology and talent. The company says much of its future work is already lined up, but the path could still be bumpy if funding worries or customer timelines slip.Read more

VFD Group’s profits keep climbing as it leans harder into its investment business and expands into areas like lending, logistics, and real estate. The catch is that borrowing costs and cash strain are rising too, which could limit how much of that growth actually reaches shareholders.Read more

Dangote Sugar swings back into profit as tighter cost control and helpful currency moves lift earnings even while sales fall. The big question now is whether it can keep this momentum while dealing with heavy debt and strained cash levels.Read more

Oando keeps profits steadier than expected even as sales fall, helped by a cleaner loan book, stronger cash coming in, and major changes to its debt. The big question is whether the company can turn improved liquidity into a lasting recovery while it still carries heavy borrowing and a negative net worth.Read more

Silo Pharma is betting on a mix of familiar medicines and psychedelic-inspired science to tackle conditions like PTSD, chronic pain, Alzheimer’s, and multiple sclerosis—using novel delivery methods like nasal sprays and tiny implants. The big question is whether its early test results and research partners can translate into human trials before funding needs and regulatory hurdles slow things down.Read more

Caverton’s core operations start to look healthier as it cuts costs and brings in extra income, even while overall sales fall. The big question now is whether it can ease the heavy burden from debt costs and currency swings that still keep it in the red.Read more

PRESCO operates in Oil Palm sector which has high entry cost and long gestation period. PRESCO has high margins (Gross & Net) and pricing power with specialized products including RBDO.Read more

Lafarge Africa’s cement business is growing fast as demand stays strong and the company pushes through better pricing, while keeping costs under control. The big question is whether this momentum holds as energy, currency swings, and rising overhead costs start to bite.Read more