NasdaqGM:NAMS
NasdaqGM:NAMSBiotechs

Should NewAmsterdam’s Multi-Indication Obicetrapib Strategy Reshape How NAMS Investors View Pipeline Concentration?

NewAmsterdam Pharma recently outlined its late-stage plans for obicetrapib, including an expected EMA approval decision in the second half of 2026, first-patient dosing in the RUBENS Phase 3 metabolic syndrome trial, continued progress in the PREVAIL cardiovascular outcomes study, and preparations for an Alzheimer’s disease trial based on earlier biomarker data. These updates give investors clearer visibility into NewAmsterdam’s pipeline evolution across cardiometabolic and neurological...
NasdaqGS:LENZ
NasdaqGS:LENZPharmaceuticals

Does LENZ Therapeutics' (LENZ) VIZZ Middle East Deal Reframe Its Global Ophthalmology Ambitions?

LENZ Therapeutics and Lunatus Marketing & Consulting FZCO recently announced an exclusive agreement for Lunatus to register and commercialize VIZZ, an FDA-approved aceclidine-based eye drop for presbyopia, across multiple Middle East markets including the UAE, Saudi Arabia and Qatar. The deal builds on VIZZ’s early U.S. launch, where the product generated about US$1.6 million in Q4 2025 revenue from over 20,000 prescriptions and broad uptake by eye care professionals. We’ll explore how early...
NasdaqGS:FLEX
NasdaqGS:FLEXElectronic

Will Flex's (FLEX) AI Data Center Cooling Win Offset Executive Share Sales in Its Narrative?

In recent months, Flex reported fiscal second-quarter 2026 results that exceeded analyst expectations and its CFO Kevin Krumm sold US$1.31 million of shares to cover tax obligations tied to vesting restricted share units. A parallel milestone was Flex’s JetCool-led liquid cooling deployment at Equinix’s Co-Innovation Facility in Virginia, highlighting energy- and water-efficient solutions tailored to high-density, AI-focused data centers. We’ll now examine how Flex’s JetCool liquid cooling...
NasdaqGS:META
NasdaqGS:METAInteractive Media and Services

Mega Nuclear Power Deals for AI Data Centers Could Be A Game Changer For Meta Platforms (META)

In recent days, Meta Platforms announced a series of long-term agreements with Vistra, Oklo and TerraPower to secure about 6.6 gigawatts of nuclear power by 2035 for its U.S. data centers, aiming to supply the massive, always-on electricity demand of its expanding AI infrastructure with low-carbon energy. By effectively becoming one of the largest corporate buyers of nuclear power in U.S. history, Meta is tying its AI growth ambitions directly to advanced, carbon-free baseload generation,...
NYSE:UI
NYSE:UICommunications

The Bull Case For Ubiquiti (UI) Could Change Following Its Aggressive Capital Return And Deleveraging Shift

In 2025, Ubiquiti reported strong business recovery and June-quarter growth, paid down a substantial debt load, reinstated its share repurchase program, and raised its dividend by one-third. With founder and CEO Robert Pera controlling about 93% of the shares, renewed buybacks could further shrink the already limited public float. Next, we’ll explore how Ubiquiti’s debt reduction and renewed capital returns program shape the company’s evolving investment narrative. We've found 12 US stocks...
TSE:6902
TSE:6902Auto Components

Assessing DENSO (TSE:6902) Valuation After Recent Share Price Consolidation

DENSO (TSE:6902) has drawn investor attention after recent share price moves, with a modest gain over the past month contrasting with a small decline over the past 3 months. See our latest analysis for DENSO. At a share price of ¥2,159, DENSO’s recent 1 month share price return of 2.98% contrasts with a small 90 day share price decline. Its 5 year total shareholder return of 69.97% points to stronger longer term compounding, suggesting momentum has cooled after earlier gains. If DENSO’s...
NYSE:DLX
NYSE:DLXCommercial Services

Assessing Deluxe (DLX) Valuation After Visa Direct dlxFastFunds Collaboration

Why the Visa Direct collaboration matters for Deluxe Deluxe (DLX) is in focus after announcing a collaboration with Visa to integrate Visa Direct into its payments platform, introducing dlxFastFunds as a near real time funding option for business clients. The new service is aimed at helping companies shorten typical settlement delays, with the goal of improving day to day cash flow management for needs such as inventory, payroll, or reinvestment decisions. See our latest analysis for...