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NYSE:COUR
NYSE:COURConsumer Services

Is Andrew Ng’s India AI Upskilling Push Quietly Reframing Coursera’s (COUR) Long-Term Platform Ambition?

In recent days, comments from Coursera co-founder Andrew Ng about the urgent need for AI upskilling in India highlighted risks of job disruption amid rapid AI adoption. His warning also underscored a potential opening for online education platforms like Coursera as enterprises and workers seek scalable AI training and governance solutions. We will explore how Ng’s emphasis on large-scale AI upskilling in India influences Coursera’s investment narrative and perceived long-term positioning...
NasdaqGS:RXRX
NasdaqGS:RXRXBiotechs

Is Recursion (RXRX) Turning Nvidia-Backed AI Hype Into a Durable Drug Discovery Advantage?

Recent commentary on Recursion Pharmaceuticals has highlighted its AI-driven drug discovery platform, including the BioHive-2 supercomputer and the Recursion OS, alongside its collaboration with Nvidia and a cash runway that management indicates extends through 2027. Analyst optimism and insider share purchases have reinforced investor attention on Recursion’s attempt to fuse biology, automation, and advanced computing into a differentiated approach to pharmaceutical development. Against...
NasdaqGS:FLEX
NasdaqGS:FLEXElectronic

A Look At Flex (FLEX) Valuation After Tariff Relief Lifts Trade Sentiment

Flex (FLEX) drew attention after the U.S. administration suspended planned tariffs on European allies, easing fears of a trade conflict as positive commentary on trade relations coincided with a 4.1% intraday share move. See our latest analysis for Flex. That tariff relief comes after a strong run for investors, with Flex’s 1-year total shareholder return of 47.59% and a very large 5-year total shareholder return of 381.73% contrasting with a flatter 30-day share price return of 1.54% and...