China’s human vaccine exports snapped a multiyear decline in 2025, as major drugmakers aggressively pivoted to overseas markets to offset flagging domestic growth. Data from the General Administration of Customs show that exports of human vaccines totaled 2.318 billion yuan ($330 million) in 2025, a 53.51% increase from the previous year. Export volume jumped 130.54% to 357.84 tons. It marks the f...
China’s human vaccine exports snapped a multiyear decline in 2025, as major drugmakers aggressively pivoted to overseas markets to offset flagging domestic growth. Data from the General Administration of Customs show that exports of human vaccines totaled 2.318 billion yuan ($330 million) in 2025, a 53.51% increase from the previous year. Export volume jumped 130.54% to 357.84 tons. It marks the first year since the Covid-19 pandemic that both the value and volume of vaccine exports have risen, signaling a market normalization after the volatility of the pandemic years.
Centurium Capital consolidated its holding in Luckin Coffee Inc. to tighten control over China’s biggest coffee chain. The China-focused investment firm acquired 136.2 million Class B shares from Lucky Cup Holdings Ltd., an investment vehicle of one of Centurium’s funds, according to an exchange filing Thursday. The transaction allows Centurium to streamline its ownership structure, without changi...
Centurium Capital consolidated its holding in Luckin Coffee Inc. to tighten control over China’s biggest coffee chain. The China-focused investment firm acquired 136.2 million Class B shares from Lucky Cup Holdings Ltd., an investment vehicle of one of Centurium’s funds, according to an exchange filing Thursday. The transaction allows Centurium to streamline its ownership structure, without changing its stake in Luckin. Following the deal, Centurium and its founder David Hui Li will hold a 23.28% equity interest in Luckin. China Citic Bank ’s Shanghai branch is providing a loan to help fund the purchase. Founded in 2017, Luckin has expanded with more than 29,000 stores offering low-cost coffee and other customized drinks such as coconut or cheese lattes. The company is considering acquisitions including Nestle SA’s Blue Bottle Coffee to elevate its brand profile and expand in the premium coffee segment, people familiar with the matter have said . Luckin’s American depositary receipts have gained 24% in the past 12 months, giving the company a market value of $10.4 billion.
Two armed members of Iran's police special forces stand behind a country flag placed on an armored military vehicle during a pro-Government rally in downtown Tehran, Iran, on January 12, 2026. Nurphoto | Nurphoto | Getty Images The U.S. Virtual Embassy in Iran issued a security alert early Friday urging American citizens to "leave Iran now" and prepare departure plans that don't rely on U.S. gover...
Two armed members of Iran's police special forces stand behind a country flag placed on an armored military vehicle during a pro-Government rally in downtown Tehran, Iran, on January 12, 2026. Nurphoto | Nurphoto | Getty Images The U.S. Virtual Embassy in Iran issued a security alert early Friday urging American citizens to "leave Iran now" and prepare departure plans that don't rely on U.S. government assistance. The notice comes ahead of U.S. and Iran's scheduled talks in Oman on Friday, with little indication that the two sides have found common ground over the agenda of the meeting. U.S. Special Envoy Steve Witkoff and Jared Kushner, U.S. President Donald Trump's son-in-law, were due to take part in the meeting with a team led by Iran's Foreign Minister Abbas Araghchi, according to American and Iranian officials. The talks on Friday would be the first official meeting between Tehran and Washington since tensions flared in June last year, when a 12-day war with Israel led to U.S. airstrikes that severely damaged Iran’s three main nuclear facilities. Differences over the scope and venue for the talks have cast doubts on whether the talks will yield results, keeping open the risk of a U.S. military action. The talks were originally slated to take place in Istanbul, given Turkey's leading role as a mediator, with foreign ministers from regional Arab countries, including Egypt, Qatar, Saudi Arabia and Turkey, invited to participate. But on Tuesday, Tehran requested a last-minute change of venue and format, asking the meeting to be held in Oman and to limit attendees to Iranian and American representatives. The diplomatic moves come against the backdrop of heightened tensions in Middle East with the U.S. building up forces in the Gulf in recent weeks. Trump last week intensified his rhetoric against Tehran, threatening military strikes if it did not agree to a list of U.S. demands. The U.S. government has reportedly demanded Iran to discard its stockpile of enriched u...
Pooja Malik of Nipun Capital says investors are "trying to line up fundamentals and not just trade on sentiment." She also tells Bloomberg Television that investors are realizing the impact on hardware supply chains is different to that on software. (Source: Bloomberg)
Pooja Malik of Nipun Capital says investors are "trying to line up fundamentals and not just trade on sentiment." She also tells Bloomberg Television that investors are realizing the impact on hardware supply chains is different to that on software. (Source: Bloomberg)
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Key Points Alphabet delivered solid results in its fourth quarter, touting strong returns from its AI investments. The company is doubling its capex this year to $175 billion-$185 billion. Nvidia is likely to receive a significant portion of that spend. 10 stocks we like better than Nvidia › Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) delivered solid results across the board in its fourth-quarter earn...
Key Points Alphabet delivered solid results in its fourth quarter, touting strong returns from its AI investments. The company is doubling its capex this year to $175 billion-$185 billion. Nvidia is likely to receive a significant portion of that spend. 10 stocks we like better than Nvidia › Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) delivered solid results across the board in its fourth-quarter earnings report on Wednesday night. However, after the stock had doubled in the last six months, it wasn't enough to keep the rally going, especially as the AI trade has come under pressure in recent weeks. Alphabet beat estimates on the top and bottom lines, but investors were wary of its aggressive capital expenditure plans in 2026 to fuel its AI ambitions. 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 Google parent said it planned to spend $175 billion-$185 billion in capex this year, which is double what it spent last year. While that level of spending adds risks for Alphabet, there is at least one big winner from the move: Nvidia (NASDAQ: NVDA), the dominant maker of data-center GPUs to run AI applications. Where the $175 billion is going Alphabet management touted the return from investments it's already made in AI, and it plans to step up investing in AI compute to "support frontier model development by Google DeepMind," meaning cutting-edge AI that likely requires Nvidia hardware, in addition to improvements in core businesses like advertising. Management also called out Nvidia as a key partner, and said it would be among the first to get access to Nvidia's new Vera Rubin GPU platform. That's also a reminder that for all of the talk about big tech companies like Alphabet challenging Nvidia with its TPUs, the hyperscalers like Alphabet, Amazon, Microsoft, and Meta Platforms are still largely depe...
Companies in the Technology sector have received a lot of coverage today as analysts weigh in on Coherent Corp (COHR – Research Report) and Qualcomm (QCOM – Research Report). Coherent Corp (COHR) In a report released yesterday, Michael Genovese from Rosenblatt Securities maintained a Buy rating on Coherent Corp, with a price target of $300.00. The company’s shares closed last Wednesday at $211.00....
Companies in the Technology sector have received a lot of coverage today as analysts weigh in on Coherent Corp (COHR – Research Report) and Qualcomm (QCOM – Research Report). Coherent Corp (COHR) In a report released yesterday, Michael Genovese from Rosenblatt Securities maintained a Buy rating on Coherent Corp, with a price target of $300.00. The company’s shares closed last Wednesday at $211.00. According to TipRanks.com, Genovese is a 5-star analyst with an average return of 19.4% and a 55.3% success rate. Genovese covers the Technology sector, focusing on stocks such as Credo Technology Group Holding Ltd, Applied Optoelectronics, and Lumentum Holdings. ;'> The word on The Street in general, suggests a Moderate Buy analyst consensus rating for Coherent Corp with a $202.75 average price target, which is a -12.9% downside from current levels. In a report released yesterday, TipRanks – Google also upgraded the stock to Buy with a $252.00 price target. See Insiders’ Hot Stocks on TipRanks >> Qualcomm (QCOM) Mizuho Securities analyst Vijay Rakesh maintained a Hold rating on Qualcomm yesterday and set a price target of $140.00. The company’s shares closed last Wednesday at $148.89. According to TipRanks.com, Rakesh is a top 25 analyst with an average return of 44.4% and a 67.6% success rate. Rakesh covers the Technology sector, focusing on stocks such as Credo Technology Group Holding Ltd, Advanced Micro Devices, and ARM Holdings PLC ADR. ;'> The word on The Street in general, suggests a Moderate Buy analyst consensus rating for Qualcomm with a $188.33 average price target, a 26.6% upside from current levels. In a report issued on January 30, TipRanks – DeepSeek also downgraded the stock to Hold with a $166.00 price target. Disclaimer & DisclosureReport an Issue
The recent decline in Oracle’s stock price reflects a rational repricing of risk rather than a narrative of slowing growth. Oracle is undergoing a capital-cycle regime shift, funding a hyperscale cloud infrastructure buildout through a combination of new debt and explicit equity issuance, while its backlog converts to reported revenue over a multi-year period. The current decline highlights the mi...
The recent decline in Oracle’s stock price reflects a rational repricing of risk rather than a narrative of slowing growth. Oracle is undergoing a capital-cycle regime shift, funding a hyperscale cloud infrastructure buildout through a combination of new debt and explicit equity issuance, while its backlog converts to reported revenue over a multi-year period. The current decline highlights the mismatch between capital outflows and revenue recognition. The market is discounting (1) dilution and security overhang, (2) negative free cash flow resulting from data center capital expenditures, and (3) execution and counterparty-timing risk associated with long-term cloud commitments. What Matters Most Right Now For ORCL Oracle has formalized a $45 billion to $50 billion funding program for 2026, which explicitly includes common equity issuance, equity-linked securities, and a one-time investment-grade bond offering. This development shifts the equity narrative from one of buybacks funded by steady cash flow to new supply driven by infrastructure expansion. [1] Trailing free cash flow flipped deeply negative as capex surged, and Oracle guided that the capex uptrend should continue for multiple years. [2] The backlog headline is enormous, but the revenue timing is slow: Oracle disclosed that only about 10% of remaining performance obligations are expected to be recognized as revenue over the next 12 months, with the rest spread across years. [2] Reason 1: A Dilution Overhang Just Became Policy, Not Speculation Oracle’s 2026 funding plan is unusually direct: roughly half of the targeted 2026 funding is expected to come from equity-linked and common equity issuance, including an at-the-market common stock program up to $20B, as well as mandatory convertible preferred securities. [1] [3] Three mechanics matter for price: Price-insensitive supply: at-the-market programs can sell shares into the tape over time, which tends to cap rallies because every rebound can become an issu...