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NVDA

The AI industry, which has significantly boosted the US equities market, is experiencing a downturn. NVIDIA, a major player in the AI sector, saw its market cap rise to over $3 trillion but is now facing potential declines.

Portfolio Pulse from

March 08, 2025 | 7:30 pm

PLTR

Palantir Technologies (PLTR) has seen a significant rise in its stock price, up 279% over the last year, driven by the generative AI hype and political factors. However, these factors may be losing momentum, potentially impacting the stock's future performance.

Portfolio Pulse from

March 08, 2025 | 6:30 pm

REGN

Sanofi and Regeneron presented late-breaking pivotal data for Dupixent® (dupilumab) at the American Academy of Dermatology (AAD) meeting. The data showed that Dupixent significantly improved disease remission, severity, and itch in adults with bullous pemphigoid compared to placebo.

Portfolio Pulse from

March 08, 2025 | 6:15 pm

INCY

LLY

Eli Lilly's baricitinib shows promising results in Phase 3 study for treating severe alopecia areata in adolescents, with significant hair regrowth observed.

Portfolio Pulse from

March 08, 2025 | 6:15 pm

MDCX

Medicus Pharma's CEO, Raza Bokhari, discussed the company's progress in clinical trials for a new skin cancer treatment. The therapy uses a non-invasive microneedle to deliver doxorubicin directly to basal cell carcinoma lesions.

Portfolio Pulse from

March 08, 2025 | 6:00 pm

SEAS

SeaWorld San Antonio has launched a new attraction, Rescue Jr., an interactive adventure zone themed around SeaWorld's animal rescue efforts. The attraction aims to inspire and entertain children and families with immersive rides and water features.

Portfolio Pulse from

March 08, 2025 | 5:15 pm

GMGMF

Graphene Manufacturing Group Ltd (GMG) CEO Craig Nicol discussed the company's advancements in battery technology and its partnership with the Battery Innovation Center. GMG, listed on the Toronto Stock Exchange Ventures, produces graphene from natural gas for various applications.

Portfolio Pulse from

March 08, 2025 | 5:00 pm

NVDA

SMH

The article discusses the rapid growth in AI-driven semiconductor demand following Nvidia's recent earnings report. It highlights Nvidia's evolving role in the semiconductor industry and the broader implications for investors.

Portfolio Pulse from

March 08, 2025 | 4:45 pm

AAPL

GOOG

MSFT

Apple has delayed the release of its newest AI product, falling behind competitors like Alphabet and Microsoft, as well as private companies like OpenAI.

Portfolio Pulse from

March 08, 2025 | 4:00 pm

PLTR

Palantir's fundamentals remain strong, with a focus on AI and strategic partnerships. The stock is considered a Strong Buy after a recent dip, with an intrinsic value per share of $101, offering a 12% upside.

Portfolio Pulse from

March 08, 2025 | 3:45 pm