Ant Group, the company behind payments platform AliPay, is investing heavily in healthcare powered by AI to fuel its next growth phase. The Jack Ma-backed firm plans to reach most of China’s 1.4 billion people with its AI-powered health services within three years. (Source: Bloomberg)
Ant Group, the company behind payments platform AliPay, is investing heavily in healthcare powered by AI to fuel its next growth phase. The Jack Ma-backed firm plans to reach most of China’s 1.4 billion people with its AI-powered health services within three years. (Source: Bloomberg)
Clinical-stage biopharma company Nasus Pharma ( NSRX ) priced $15M private placement that involves selling 2,695,425 ordinary shares and matching warrants at $5.565 per share-and-warrant unit, a premium to the prior NYSE American close. Warrants carry a $6.53 exercise price, become immediately exercisable, and expire after two years or 30 trading days post-NS002 pivotal study results. New and exis...
Clinical-stage biopharma company Nasus Pharma ( NSRX ) priced $15M private placement that involves selling 2,695,425 ordinary shares and matching warrants at $5.565 per share-and-warrant unit, a premium to the prior NYSE American close. Warrants carry a $6.53 exercise price, become immediately exercisable, and expire after two years or 30 trading days post-NS002 pivotal study results. New and existing investors, including board members, participated. Net proceeds will fund NS002's pivotal trial advancement, first-in-human studies for other intranasal products, and general corporate needs, alongside existing cash. The private placement is expected to close on or about February 12, 2026. More on Nasus Pharma Ltd. Seeking Alpha’s Quant Rating on Nasus Pharma Ltd. Historical earnings data for Nasus Pharma Ltd. Financial information for Nasus Pharma Ltd.
Software stocks have tumbled over the last few weeks, but they're not all buys. Software stocks are beginning to crawl out of a deep hole, following a brutal sell-off over the last two weeks. The panic picked up following less-than-perfect earnings reports from sector leaders like Microsoft and ServiceNow and as fears of agentic AI disruption were accelerated by Anthropic's release of Claude Cowor...
Software stocks have tumbled over the last few weeks, but they're not all buys. Software stocks are beginning to crawl out of a deep hole, following a brutal sell-off over the last two weeks. The panic picked up following less-than-perfect earnings reports from sector leaders like Microsoft and ServiceNow and as fears of agentic AI disruption were accelerated by Anthropic's release of Claude Cowork, a tool that can be used to easily create customizable software programs similar to those on the market. Dozens of software stocks are down sharply from their peaks now, but not every one is a buy. Keep reading to see one software-as-a-service (SaaS) stock worth buying now, and one you're better off avoiding. The software stock to buy: Axon Enterprise Axon Enterprise (AXON +3.06%), which makes TASER electrical weapons, body cameras, and a wide range of software products for law enforcement agencies, has been a top stock on the market for over a decade as it's built a unique business model in a niche industry. However, after the recent sell-off, Axon stock is now down about 50% from its peak six months ago and down 25% from where it was two weeks ago. Axon isn't your typical software stock. It combines hardware and software, much like Apple, to create a resilient and sticky product ecosystem that locks customers in. Its software is designed to process footage from its body and dashboard cameras, and the company even has a new generative AI product, Draft One, that writes first drafts of police reports based on that footage. Expand NASDAQ : AXON Axon Enterprise Today's Change ( 3.06 %) $ 13.25 Current Price $ 447.02 Key Data Points Market Cap $35B Day's Range $ 436.44 - $ 458.02 52wk Range $ 396.41 - $ 885.91 Volume 72K Avg Vol 896K Gross Margin 60.31 % In addition to its hardware business, the company seems more insulated from the tumult in the software industry because of its customer base, which is primarily state and local law enforcement agencies. Unlike Fortune 500 co...
Key Points Fears of disruption from AI programs have led to a sell-off in software stocks. Axon is down 50%, even though its business is anchored in hardware like the TASER. Atlassian is off 70%, and it seems less resilient than most software companies to AI competition. 10 stocks we like better than Axon Enterprise › Software stocks are beginning to crawl out of a deep hole, following a brutal se...
Key Points Fears of disruption from AI programs have led to a sell-off in software stocks. Axon is down 50%, even though its business is anchored in hardware like the TASER. Atlassian is off 70%, and it seems less resilient than most software companies to AI competition. 10 stocks we like better than Axon Enterprise › Software stocks are beginning to crawl out of a deep hole, following a brutal sell-off over the last two weeks. The panic picked up following less-than-perfect earnings reports from sector leaders like Microsoft and ServiceNow and as fears of agentic AI disruption were accelerated by Anthropic's release of Claude Cowork, a tool that can be used to easily create customizable software programs similar to those on the market. Dozens of software stocks are down sharply from their peaks now, but not every one is a buy. Keep reading to see one software-as-a-service (SaaS) stock worth buying now, and one you're better off avoiding. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » The software stock to buy: Axon Enterprise Axon Enterprise (NASDAQ: AXON), which makes TASER electrical weapons, body cameras, and a wide range of software products for law enforcement agencies, has been a top stock on the market for over a decade as it's built a unique business model in a niche industry. However, after the recent sell-off, Axon stock is now down about 50% from its peak six months ago and down 25% from where it was two weeks ago. Axon isn't your typical software stock. It combines hardware and software, much like Apple, to create a resilient and sticky product ecosystem that locks customers in. Its software is designed to process footage from its body and dashboard cameras, and the company even has a new generative AI product, Draft One, that writes first drafts of police reports based on that foota...
hapabapa The Federal Communications Commission has cleared Amazon’s ( AMZN ) plan to launch 4,500 satellites, enlarging its proposed broadband constellation as the company ramps up competition with Elon Musk’s SpaceX ( SPACE ). According to a CNBC report, the FCC said Amazon must launch 50% of the approved satellites by Feb. 10, 2032 and the remaining half by Feb. 10, 2035. The FCC’s approval brin...
hapabapa The Federal Communications Commission has cleared Amazon’s ( AMZN ) plan to launch 4,500 satellites, enlarging its proposed broadband constellation as the company ramps up competition with Elon Musk’s SpaceX ( SPACE ). According to a CNBC report, the FCC said Amazon must launch 50% of the approved satellites by Feb. 10, 2032 and the remaining half by Feb. 10, 2035. The FCC’s approval brings the size of Amazon’s planned constellation of low Earth orbit satellites to roughly 7,700 satellites. Amazon has said its goal is to begin providing satellite internet through its service called Leo later this year. The project was announced in 2019. Amazon Leo More on Amazon Amazon: I'm Buying Hand Over Fist At These Price Levels Amazon's Share Price Dip Overlooks The Long-Term Growth Opportunity (Rating Upgrade) Amazon: It's Time To Spin Off AWS The Washington Post sheds ~50% of its newsroom in major restructuring move Rising capex for the Mag 7 may be a catalyst for them to underperform the market – analyst
AMD is preparing Medusa Halo, internally known as Ryzen AI MAX 500, as the actual successor to Strix Halo. We’re not talking about tomorrow, but realistically about 2027 to 2028. Nevertheless, the direction is clear: AMD is consistently linking the next Halo generation to the LPDDR6 memory standard, thereby addressing the very bottleneck that has limited integrated GPUs to date, namely memory band...
AMD is preparing Medusa Halo, internally known as Ryzen AI MAX 500, as the actual successor to Strix Halo. We’re not talking about tomorrow, but realistically about 2027 to 2028. Nevertheless, the direction is clear: AMD is consistently linking the next Halo generation to the LPDDR6 memory standard, thereby addressing the very bottleneck that has limited integrated GPUs to date, namely memory bandwidth. The previous Halo SoCs are in the premium segment of AI PCs. Strix Halo relied on LPDDR5X with up to 8,000 MT/s, and the upcoming refresh will increase that to 8,533 MT/s. That’s solid, but not a paradigm shift. Medusa Halo, on the other hand, is expected to support LPDDR6 for the first time, which will significantly shift the bandwidth issue in favor of the iGPU. LPDDR6: More than just higher numbers The LPDDR6 standard, confirmed by JEDEC, specifies 14,400 MT/s per 24-bit channel. That corresponds to 38.4 GB/s per module. If you scale that up to a 256-bit interface, you end up with a total bandwidth of around 460 GB/s. For comparison: Strix Halo today, around 256 GB/s Medusa Halo in perspective, 80% bandwidth This is not a cosmetic upgrade. For an integrated GPU, this means noticeably higher shader utilization, fewer memory stalls, and real performance gains, not just on the spec sheet. Architecture: Zen 6, RDNA 5, and segmentation Medusa Halo is expected to be based on Zen 6 CPU cores and RDNA 5 graphics. Rumors suggest up to 24 CPU cores, with AMD apparently planning to segment: Entry-level classes with RDNA 3.5 Higher-end Halo variants with RDNA 5 This is a pragmatic product strategy. AMD maximizes reuse without diluting the Halo brand. At the same time, the focus remains clearly on powerful iGPUs, an area where memory bandwidth is often more important than raw computing units. Market environment: Intel under pressure Intel currently offers the fastest LPDDR configuration in the notebook segment with Panther Lake, up to 9,600 MT/s. That’s respectable, but with L...