Bloom Energy looks like it is still in the early innings, with big pockets of demand beyond the areas it already serves. The bet is that as data centers and public officials look for faster, cleaner on-site power, Bloom’s track record and quick delivery win over slow-moving buyers.Read more

Netflix keeps finding new ways to bring in more viewers worldwide, and that growing customer base is starting to feed both sales and profits at the same time. The big question is whether it can keep that momentum as rivals push harder and choices like pricing and content investment get trickier.Read more

Netflix now looks less like a risky streaming bet and more like a steady business that throws off real cash, but the share price may already reflect much of that improvement. The big question is whether newer money-makers like ads and price increases truly add to profits, or just make for a good story without much extra payoff.Read more

Roche is lining up a new wave of potential hit medicines across obesity, cancer, and multiple sclerosis, with many important trial results expected soon. The big question is whether these programs succeed before tougher competition and upcoming patent expiries start to bite.Read more

A new push from Washington to speed up approvals for big data-centre builds could land right in IREN’s lap, since it’s already lining up large sites in Texas powered by renewable energy. The big question is whether it can execute fast enough to justify today’s high expectations as it shifts from bitcoin mining toward selling computing power for AI.Read more

Micron is riding a surge in demand from the AI buildout, with a new type of memory becoming a bigger, higher-profit part of its business and reducing its old dependence on consumer gadgets. The catch is that this industry still swings from shortage to glut, and competition and geopolitics could quickly change the outlook.Read more

Why I Began Following This Company… My interest in Grab begins with the region it calls home. Southeast Asia is entering a transformative decade: young, fast-growing, and increasingly digital.Read more

Apple starts to look less like a company that wins by selling the next must-have gadget, and more like one that grows by keeping people inside its software and subscription ecosystem. That shift could make the business steadier, but it also raises a big question: can Apple compete in fast-moving areas like AI without losing its edge.Read more

Circle issues USDC, a digital version of the dollar that people use to move money and trade online, and new U.S. rules could make it easier for Circle to grow while some rivals stay on the sidelines. The catch is that Circle’s earnings can swing with interest rates and its close tie to Coinbase, so the upside comes with real bumps along the way.Read more