The AI hardware-related (semiconductor/computer chip/wafer) segment consists of hundreds of companies in 7 distinct sub-segments, each of which has its own unique dynamics and growth trajectories, which MunAiMarkets has put into 7 model portfolios.
The company reaffirmed its full-year adjusted core profit guidance and noted that oncology cost trends remained below forecast through the first two-thirds of the quarter.
Iran has reportedly planned for a strong response to the U.S. attacks and mulled closing the Strait of Hormuz through which 20% of the world’s oil flows.
A U.S. court denied an emergency injunction sought by dissenting investors, while a separate case in Antigua could unlock an additional $11 per share if disputed PIPE shares are invalidated.
The luxury fashion sector continues to face headwinds from sluggish demand and pronounced weakness in the Chinese market, with the U.S. trade tariffs further adding uncertainty.
Efsitora matched or exceeded A1C reductions seen with daily basal insulin across three trials, while orforglipron demonstrated benefits for blood sugar control and weight loss at higher doses.
Tariffs on imported goods can have a wide ripple effect on prices, especially in the auto industry where supply chains are global, complex, and highly sensitive to cost changes.
