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Nvidia Expands AI Factory Revenue Model

Nvidia Corp. (NVDA, Financials) said it has partnered with AI cloud companies to deploy large-scale, multi-tenant AI factories through a revenue-sharing and credit-support model.Under the plan, cloud providers will sell services delivered through Nvidia DSX AI factories, which are designed to produ…

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TNGX Stock Outlook Hinges on Vopimetostat and Key 2026 Catalysts

Tango Therapeutics TNGX is moving into a decisive period as vopimetostat becomes the center of the investment case.The stock story now rests on MTAP-deleted cancers, 2026 clinical updates and the risks that come with a focused clinical-stage pipeline.Why TNGX Centers on PRMT5 BiologyTango uses synt…

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Vertex Gets FDA Nod for Expanded Use of Casgevy in SCD & TDT

Vertex Pharmaceuticals VRTX announced that the FDA has approved its one-shot gene therapy, Casgevy (exagamglogene autotemcel), for the treatment of individuals aged two years and older with either sickle cell disease (SCD) with recurrent vaso-occlusive crises (VOCs) or transfusion-dependent beta th…

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IBM Stock Lags Industry in the Past 3 Months: An Opportunity to Buy?

International Business Machines Corporation IBM has jumped 15.4% over the past three months, underperforming the industry’s growth of 127.3%, largely due to macroeconomic challenges and a sudden development in the artificial intelligence (AI) domain that threatens its core legacy businesses. The st…

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Netskope Shows How AI Security Is Reshaping SaaS

Netskope NTSK offers a focused view of how cybersecurity demand is changing as enterprises adopt generative artificial intelligence, autonomous agents and cloud-delivered applications.The company is tying AI governance, secure access service edge and data protection into one platform. That combinat…

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Can Affirm Benefit From Its Bed Bath & Beyond Partnership?

Affirm Holdings, Inc. AFRM has entered a new partnership with Bed Bath & Beyond, making its buy now, pay later (BNPL) solution available to eligible shoppers across the retailer's brands, including Bed Bath & Beyond, Overstock and buybuy BABY. Customers can choose to pay for purchases in biweekly o…

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sharecast

Rivian boosts guidance after bumper second quarter

In a brief update, the US firm said it now expects to deliver between 65,000 and 70,000 vehicles this year, up from a prior forecast of between 62,000 and 67,000 units. Fuelling the increase was stronger-than-expected second-quarter demand, after 12,194 vehicles were delivered, well ahead of consen…

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Is NTSK Stock a Buy as Growth Shifts to a Crucial Second Half?

Netskope NTSK offers a mixed investment setup. The cybersecurity company has growth tied to cloud security, secure access service edge and AI-driven enterprise protection.The question is whether that promise is enough right now. Improving margins and raised guidance help the bull case, but cash flo…

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