Leila Farooq

SAP Collaborates with Cohere to Deliver Global Sovereign AI Solutions Starting in Canada

Strategic partnership expands AI capabilities for regulated sectors with emphasis on data sovereignty and security

SAP SE is enhancing its collaboration with Cohere to deploy sovereign AI solutions worldwide, initially targeting the Canadian market. This move aims ...

Coherent: Volatility Is The Price - AI Optics Could Be The Payoff

High leverage and lumpy cash flow create obvious risk, but a beat-and-raise cycle tied to data-center optics makes a tactical long worth considering

Coherent reported another quarter of revenue and EPS beats on 02/04/2026, but the stock is trading at a premium. The balance sheet shows significant l...

Buy the Shock: Tactical Long on JAKKS Pacific After Volatility

Q3 surprises, strong licensing pipeline and a 5%+ yield create an asymmetric swing trade - entry $17.50-18.50, stop $15.50, targets to $24/$30/$34.

JAKKS Pacific posted a jaw-dropping Q3 that looks scary headline-first but reveals durable gross margins, meaningful operating income and a recurring ...

UBS Adjusts Tech Sector Outlook, Advocates Diversification Into Healthcare and Financials

Swiss Bank Cites Software Volatility, Infrastructure Spending, and Valuation Concerns in Downgrade of U.S. IT Stocks

UBS has revised its stance on the U.S. information technology sector from attractive to neutral, highlighting ongoing uncertainties in software market...

U.S. Risks Losing Edge in AI Innovation Due to Fragmented Regulation, Warns White House AI Coordinator

Disparate State Laws and Cautious Policies May Undermine America’s Leadership in Artificial Intelligence

David Sacks, the White House AI and crypto coordinator, cautioned that the United States might fall behind in the global artificial intelligence race ...

Encompass Health: Buy the Franchise, Manage the Legal Noise

Actionable long idea - play margin leverage, steady cash flow and rising dividends in a fragmented post-acute market

Encompass Health (EHC) combines durable operating cash flow, steady revenue (~$5.9B in FY2025) and an improving dividend with a valuation that looks r...

XRP Faces Recent Decline Amid Signs of Increasing Institutional Interest

Despite a 12% drop in one week, technical indicators and growing demand hint at potential shifts in XRP's market momentum

XRP has experienced a 12% decrease in value over the past week, falling to approximately $1.40 with a market capitalization near $85.8 billion. Althou...

Churchill Capital Corp X Shares Climb as Infleqtion Advances NASA Quantum Gravity Project

Infleqtion Poised to Supply Quantum Sensor for NASA's Earth-Orbiting Mission as SPAC Merger Nears Completion

Shares of Churchill Capital Corp X (NASDAQ: CCCX) are experiencing a significant uptick amid new developments surrounding its merger target, Infleqtio...

Alibaba Launches RynnBrain: An Open-Source AI Model Targeting Advanced Robotics

The new open-source foundation model aims to match and potentially surpass top AI robotics platforms from Google and Nvidia, emphasizing environmental interaction and task automation.

Alibaba Group Holding Ltd has introduced RynnBrain, a novel open-source AI model developed by its DAMO Academy to enhance robotics capabilities and re...

Ichor Holdings Raises Outlook Following Strong Q4 Performance

Better-than-expected earnings and optimistic guidance lift analyst sentiment amid strategic initiatives for 2026

Ichor Holdings Ltd reported fourth-quarter earnings that surpassed analyst expectations, delivering adjusted earnings per share of 1 cent versus the a...