Docusign (NASDAQ: DOCU), the leading Intelligent Agreement Management platform, today announced the appointment of Graham Sheldon as Chief Product Officer. In this role, Sheldon will lead product, design, and user research, accelerating Docusign's goal to transform how the world's enterprises create, commit to, and manage agreements — turning critical business insights into decisive action. Sheldo...
Docusign (NASDAQ: DOCU), the leading Intelligent Agreement Management platform, today announced the appointment of Graham Sheldon as Chief Product Officer. In this role, Sheldon will lead product, design, and user research, accelerating Docusign's goal to transform how the world's enterprises create, commit to, and manage agreements — turning critical business insights into decisive action. Sheldon will start on July 6.
AMD is considering a potential Ryzen 5 9600X3D — company says six-core Zen 5 X3D chip 'maybe something we look at doing... later this year' Tom's Hardware
AMD is considering a potential Ryzen 5 9600X3D — company says six-core Zen 5 X3D chip 'maybe something we look at doing... later this year' Tom's Hardware
Akamai Guardicore Segmentation and NVIDIA DOCA bring real-time, Zero Trust enforcement to AI factory data, context memory, and agentic AI workloads, with NVIDIA Vera BlueField-4 STXCAMBRIDGE, Mass., June 02, 2026 (GLOBE NEWSWIRE) -- Akamai (NASDAQ: AKAM) is collaborating with NVIDIA to bring an advanced security architecture into AI factories — the foundation of the agentic era. The two companies ...
Akamai Guardicore Segmentation and NVIDIA DOCA bring real-time, Zero Trust enforcement to AI factory data, context memory, and agentic AI workloads, with NVIDIA Vera BlueField-4 STXCAMBRIDGE, Mass., June 02, 2026 (GLOBE NEWSWIRE) -- Akamai (NASDAQ: AKAM) is collaborating with NVIDIA to bring an advanced security architecture into AI factories — the foundation of the agentic era. The two companies today announced an expansion of their security collaboration to bring Akamai Guardicore Segmentation
Delivers on Growing Demand for First-Party Data Infrastructure Amidst Increased Signal LossDENVER, June 02, 2026 (GLOBE NEWSWIRE) -- Adswerve, a leading data, analytics, media, and technology consultancy operating at the intersection of adtech and martech, has been selected as one of the few North American partners for GCS Implementation Partner (GIP), a partner category within the broader Data St...
Delivers on Growing Demand for First-Party Data Infrastructure Amidst Increased Signal LossDENVER, June 02, 2026 (GLOBE NEWSWIRE) -- Adswerve, a leading data, analytics, media, and technology consultancy operating at the intersection of adtech and martech, has been selected as one of the few North American partners for GCS Implementation Partner (GIP), a partner category within the broader Data Strength Partner Program. The selection builds on Adswerve’s success in Google’s Data Strength Partner
AMD (NASDAQ: AMD) and Nvidia (NASDAQ: NVDA) are two stocks that are often compared. It makes sense, as these two are the top dogs in the graphics processing unit (GPU) space. GPUs have been the primary computing chip utilized for artificial intelligence (AI) training and computing up to this point, and they'll likely maintain a dominant hold on this industry because of their ability to handle a va...
AMD (NASDAQ: AMD) and Nvidia (NASDAQ: NVDA) are two stocks that are often compared. It makes sense, as these two are the top dogs in the graphics processing unit (GPU) space. GPUs have been the primary computing chip utilized for artificial intelligence (AI) training and computing up to this point, and they'll likely maintain a dominant hold on this industry because of their ability to handle a variety of workloads and data sets. Nvidia has been the biggest winner and has become the world's largest company by market cap. However, over the past year, AMD has been the better investment. Its stock has risen over 350%, while Nvidia's is up nearly 60%. Nvidia investors are happy with a strong return like that, but they'd be lying if they told you they weren't a little jealous of AMD's return. Nobody can go back in time and reverse their investment decision; all that remains is to look at which is the better investment going forward. I believe there's a clear metric that informs me which is the better buy, and it's not even close. Continue reading
Broadcom (NASDAQ: AVGO) is turning AI infrastructure demand into massive revenue growth, strong free cash flow, and billions in shareholder returns. But after a huge rally, the stock's valuation leaves little room for disappointment. The bull case is still compelling, but investors need to decide whether Broadcom's AI momentum can keep supporting its premium price. Stock prices used were the marke...
Broadcom (NASDAQ: AVGO) is turning AI infrastructure demand into massive revenue growth, strong free cash flow, and billions in shareholder returns. But after a huge rally, the stock's valuation leaves little room for disappointment. The bull case is still compelling, but investors need to decide whether Broadcom's AI momentum can keep supporting its premium price. Stock prices used were the market prices of May 22, 2026. The video was published on May 29, 2026. Continue reading
Where's The Limit By Stefan Koopman, senior market strategist at Rabobank The ancient Greeks left a rich intellectual legacy, as our global strategist Michael Every showed last week in The Hormuz Odyssey . The same fertile ground also produced a famous set of puzzles that have challenged thinkers for centuries. These are the paradoxes of Zeno. In the Dichotomy Paradox, Zeno argued that a runner ca...
Where's The Limit By Stefan Koopman, senior market strategist at Rabobank The ancient Greeks left a rich intellectual legacy, as our global strategist Michael Every showed last week in The Hormuz Odyssey . The same fertile ground also produced a famous set of puzzles that have challenged thinkers for centuries. These are the paradoxes of Zeno. In the Dichotomy Paradox, Zeno argued that a runner can never reach the finish line on a straight track. The logic is simple. The runner must first cover half the distance to the goal . Once there, he must still cover half of what remains. After that, he must cover half of the new remainder, and so on, and so on. At each step, some distance remains. In Zeno’s telling, the runner is never able to reach the finish line. US‑Iran talks follow the same logic. Washington and Tehran have broadly agreed on the outline of a deal: a 60‑day ceasefire extension, a reopening of the Strait of Hormuz, and a trade of sanctions relief for nuclear constraints. Officials on both sides also describe an agreement as imminent. Yet each apparent breakthrough produces a new obstacle. Negotiators still haggle over language, sequencing and enforcement, and have even yet to settle the basic question of who signs first. Like Zeno’s runner, the two sides keep halving the distance to a deal – closing in on it step by step – without seeming to ever arrive. The resolution to Zeno’s paradox lies in the concept of limits. So when will President Trump and Ayatollah Khamenei reach theirs? When is enough, enough? Markets still assume that moment is close, with the front‑month Brent contract hovering just above six‑week lows. But the longer Washington and Tehran fail to reach an agreement, the more they open the door for disruptors to shape events, from US‑Iran skirmishes in the Strait of Hormuz to Israeli strikes in Lebanon. Every time an Iran deal is close, it moves away again. I’d described this crisis as a polytropos Odyssey, but it also matches Zeno’s Achille...
Getty Images It pays to be patient, as buying on pullbacks can shave valuable time off of one’s compounding journey. For example, waiting for a 10% pullback on a favorite stock can save roughly one year’s worth of time. This is considering the market average return of 10% per year as a general rule of thumb. This brings me to Bristol Myers Squibb ( BMY ), which I last covered back in November 2025...
Getty Images It pays to be patient, as buying on pullbacks can shave valuable time off of one’s compounding journey. For example, waiting for a 10% pullback on a favorite stock can save roughly one year’s worth of time. This is considering the market average return of 10% per year as a general rule of thumb. This brings me to Bristol Myers Squibb ( BMY ), which I last covered back in November 2025, highlighting its compelling valuation and growth portfolio. While BMY has given an impressive 23% total return since my last piece, that return would have been even higher had it not been for the recent dip in price. At the current price of $54.95, BMY is down materially from its recent high of ~$60, while carrying a forward P/E of 8.7x and a 4.6% dividend yield. I believe the pullback is unjustified given no material negative news around the company. I suspect that the recent downtrend is due to short-term profit-taking and rotation as the market shifts capital from established companies into 'hot' growth stocks in the AI space like Nebius ( NBIS ) and Marvell Technology ( MRVL ). A similar recent downtrend can be seen in pharma peers Pfizer ( PFE ) and Novo Nordisk ( NVO ). In this article, I revisit BMY including recent business results , and discuss why it’s an attractive buy-the-dip opportunity at present, so let’s get started! Why BMY? Bristol Myers Squibb is a global biopharmaceutical company that’s focused on innovative medicines. Its portfolio treats serious diseases across oncology, hematology, cardiovascular disease, immunology, and neuroscience. In recent years, BMY has been navigating patent expirations by building a next-generation growth portfolio. BMY is seeing progress toward that objective, as total revenue grew by 1% YoY (excluding FX) to $11.5 billion during Q1 2026. This was driven by growth portfolio sales expansion of 9% YoY to $6.2 billion. Importantly, this wasn’t led by a single product. Rather, it was driven by diversified contributions from Reb...
The world's most valuable technology companies with the exception of Alphabet added billions of dollars in market value in May, as upbeat earnings outlooks and strong demand for AI chips fuelled a rally in their shares. Apple, memory chipmakers Micron Technology, Samsung Electronics and SK Hynix led the gains, adding $598 billion, $512 billion, $481 billion and $377 billion, respectively, in ma...
The world's most valuable technology companies with the exception of Alphabet added billions of dollars in market value in May, as upbeat earnings outlooks and strong demand for AI chips fuelled a rally in their shares. Apple, memory chipmakers Micron Technology, Samsung Electronics and SK Hynix led the gains, adding $598 billion, $512 billion, $481 billion and $377 billion, respectively, in market value. Their valuations rose to $4.58 trillion, $1.09 trillion, $1.10 trillion and $1.34 trillion, respectively.
Bitcoin ( BTC-USD ) fell ~12.21% over the past month and was trading near ~$68.7K on Tuesday, while Ethereum ( ETH-USD ) dropped ~15% to around ~$1,970. But while cryptocurrencies moved lower, crypto-linked stocks split into two very different camps: Bitcoin mining companies surged, while most Bitcoin proxy and crypto-financial stocks lagged. Among Bitcoin treasury and crypto-financial stocks, 5 o...
Bitcoin ( BTC-USD ) fell ~12.21% over the past month and was trading near ~$68.7K on Tuesday, while Ethereum ( ETH-USD ) dropped ~15% to around ~$1,970. But while cryptocurrencies moved lower, crypto-linked stocks split into two very different camps: Bitcoin mining companies surged, while most Bitcoin proxy and crypto-financial stocks lagged. Among Bitcoin treasury and crypto-financial stocks, 5 out of 7 companies underperformed Bitcoin on a monthly basis: Twenty One Capital ( XXI ) was the biggest laggard, falling 24.89%, followed by Bullish ( BLSH ) at -22.25% and Strategy ( MSTR ) at -21.32%. SharpLink ( SBET ) declined 18.72%, while Bitmine Immersion Technologies ( BMNR ) lost 17.69%. Only 2 out of 7 stocks outperformed Bitcoin. Circle Internet Group ( CRCL ) fell 9.91%, outperforming BTC by 2.30%, while Coinbase Global ( COIN ) dropped 11.02%, outperforming BTC by 1.19%. "So where did investors put their money?" The answer appears to be Bitcoin miners and digital infrastructure companies. All 6 major Bitcoin mining stocks outperformed the asset , even as price declined: Riot Platforms ( RIOT ) led the group with a 55.86% gain, followed by Bitdeer Technologies ( BTDR ) at 51.54% and CleanSpark ( CLSK ) at 49.88%. Cipher Mining ( CIFR ) advanced 44.90%, Applied Digital ( APLD ) rose 41.95%, and MARA Holdings ( MARA ) gained 28.87%. Every major mining stock outperformed Bitcoin by a wide margin. RIOT led the group, beating BTC by more than 68%, followed by BTDR and CLSK. The contrast is difficult to ignore. While Bitcoin fell 12%, miners gained roughly 29% to 56%, suggesting investors may be rotating away from treasury stocks toward companies tied to mining, power, and digital infrastructure. The next question is whether this trend continues if Bitcoin's weakness persists—or reverses if the cryptocurrency regains momentum More on Strategy, Twenty One Capital, Inc., etc. Bitcoin Breaks Below $70,000 As Sell-Off Continues Strategy: Why Buying Bonds Instead Of Bitcoi...
janiecbros/E+ via Getty Images I'm initiating C4 Therapeutics ( CCCC ) with a "Buy" rating. The reason why I'm doing so is because the company has made significant progress expanding its lead next-generation cereblon E3 ligase modulator [CELMoD] or molecular glue degrader cemsidomide for the treatment of patients with relapsed/refractory multiple myeloma [r/r MM]. Specifically, its lead program in...
janiecbros/E+ via Getty Images I'm initiating C4 Therapeutics ( CCCC ) with a "Buy" rating. The reason why I'm doing so is because the company has made significant progress expanding its lead next-generation cereblon E3 ligase modulator [CELMoD] or molecular glue degrader cemsidomide for the treatment of patients with relapsed/refractory multiple myeloma [r/r MM]. Specifically, its lead program involves the development of its oral IKZF1/3 degrader [CELMoD] cemsidomide in combination with dexamethasone to treat patients with 4th-line+ r/r MM in the ongoing phase 2 MOMENTUM single-arm, open-label study. The first patient was dosed for this mid-stage trial in February of 2026, and enrollment completion is expected by Q1 of 2027. From there, if trial recruitment goes well, then the company expects to release initial overall response rate [ORR] data from it in the 2nd half of 2027. This phase 2 MOMENTUM study program was built on foundational data from a phase 1 study using cemsidomide plus dexamethasone to treat r/r MM patients. Speaking of which, there is a catalyst opportunity to mention there that investors should keep an eye on. This involves updated poster data from this phase 1 study using this cemsidomide combination data to treat these specific MM patients at the EHA Congress on Friday, June 12, 2026, at 6:45 pm CEST / 12:45 pm ET. There is already an expansion underway to use this next-generation IZKF1/3 degrader across other lines of therapy for these MM patients. With that said, the company also already dosed patients in a phase 1b study to further expand the use of its lead drug with other approved therapies. This involves a phase 1b study of cemsidomide + dexamethasone + CD3-targeting bispecfiic antibody elranatamab [ELREXFIO] for the treatment of 2nd-line+ r/r MM patients. This program is ideal because C4 Therapeutics has made a clinical trial supply agreement with Pfizer ( PFE ) to supply ELREXFIO for the evaluation of this program combination. Why should...
sittithat tangwitthayaphum/iStock via Getty Images Abivax Overview Investors were caught by surprise yesterday when ABIVAX Société Anonyme ( ABVX ) revealed Phase 3 maintenance data for its novel drug, obefazimod, in ulcerative colitis. Despite both doses meeting primary and all key secondary endpoints, the stock plummeted over 30% in after-hours trading Monday. Some may have been concerned about ...
sittithat tangwitthayaphum/iStock via Getty Images Abivax Overview Investors were caught by surprise yesterday when ABIVAX Société Anonyme ( ABVX ) revealed Phase 3 maintenance data for its novel drug, obefazimod, in ulcerative colitis. Despite both doses meeting primary and all key secondary endpoints, the stock plummeted over 30% in after-hours trading Monday. Some may have been concerned about the apparent clustering of malignancy cases in high-dose (50 mg) obefazimod (more on this below). My last analysis on Abivax was in February. This came after it became apparent that management was keen on going it alone. Recall that it had been subject to a flurry of M&A rumors. My first analysis of Abivax was actually in July of 2025, when I was a Buy on the stock that was priced around $70 per share at that time. My March rating of Hold was a rating downgrade when Abivax was priced around $110 per share. My rating downgrade was based on fundamentals. I performed a DCF analysis and ascertained that with even optimistic assumptions, Abivax's fair value per share was $91.59, which at that time implied a downside of around 20%. I also modeled that a funding gap exists, which management has since expressed its intention to raise more money after Phase 3 maintenance data in ulcerative colitis. In the article that follows, I'm going to take a closer look at the maintenance data and determine if it changes anything at the fundamental level for Abivax. Recent Developments Back in March, I set the "goalposts" for ulcerative colitis efficacy data. The two big endpoints there are "clinical remission" and "endoscopic improvement." My bull case called for clinical remission rates over 50% and endoscopic improvement rates over 60%. Achieving these rates would clearly differentiate obefazimod from existing therapies. 50 mg obefazimod comfortably met both of my criteria at Week 44: Table 1: Phase 3 ABTECT Maintenance Trial Results, efficacy (Abivax) The problem was safety. To me, the bigg...
铀能源公司(Uranium Energy Corp,UEC)周二宣布,将于6月9日股市开盘前发布2026财年第三季度运营及财务业绩。公司管理层将于当天美国东部时间上午11时召开电话会议,对业绩进行解读。会议直播及会后回放可通过公司官网投资者关系页面获取。 本次财报发布正值公司多项战略布局加速落地的关键期。在第二季度,铀能源以每磅101美元的价格售出20万磅铀,较当季现货均价溢价超过25%,实现营收...
Robert Way As the 2026 edition of the Computex event continues, GF Securities said it heard several positive updates from some of the semiconductor industry's biggest players, including Nvidia ( NVDA ), Qualcomm ( QCOM ), Intel ( INTC ), and Marvell ( MRVL ). For Nvidia, the highlight was the RTX Spark superchip for PCs, but there were several other positives, GF analyst Jeff Pu said. “Nvidia high...
Robert Way As the 2026 edition of the Computex event continues, GF Securities said it heard several positive updates from some of the semiconductor industry's biggest players, including Nvidia ( NVDA ), Qualcomm ( QCOM ), Intel ( INTC ), and Marvell ( MRVL ). For Nvidia, the highlight was the RTX Spark superchip for PCs, but there were several other positives, GF analyst Jeff Pu said. “Nvidia highlighted that Vera GPUs are purpose-built for agentic AI, addressing CPU bottlenecks in the agentic AI era,” Pu wrote in a note to clients. “Featuring 88 Olympus cores, 1.5TB LPDDR5X Memory, 1.2TB/s memory bandwidth, and 3.4TB/s core-to-core bisection bandwidth, Vera delivers 3x higher per-core bandwidth and 1.8x higher agentic sandbox performance vs. x86, according to Nvidia.” In addition, Pu said he sees a standalone Vera CPU as generating $20B in revenue for Nvidia (the company is now in full production of its Vera Rubin line), and there should be higher GPU adoption from the hyperscalers when the Vera Rubin NVL72 begins to ramp up in October. Intel For Intel, the company has reinforced to partners, investors, and industry watchers that it is being led by engineers, with its 18A manufacturing process now in volume production, Pu said. “[Management] emphasized agentic AI is lifting CPU demand, restoring x86’s strategic role,” Pu explained. “It also introduced Rackscale Blueprints to support AI agents, showcased a more efficient disaggregated inference architecture with SambaNova and Nvidia, and expanded into custom silicon through partnerships with Foxconn, Google, and Ericsson.” During the event, Intel CEO Lip Bu-Tan reiterated that the company had spoken to several external partners about joining its foundry, but had no announcements yet. However, he did add that if Intel raises its capital spending forecast, it means they have won customers. The company made many announcements during the event, including a new chip-to-rack-scale AI solution. Reports also suggest that In...
Robert Way As the 2026 edition of the Computex event continues, GF Securities said it heard several positive updates from some of the semiconductor industry's biggest players, including Nvidia ( NVDA ), Qualcomm ( QCOM ), Intel ( INTC ), and Marvell ( MRVL ). For Nvidia, the highlight was the RTX Spark superchip for PCs, but there were several other positives, GF analyst Jeff Pu said. “Nvidia high...
Robert Way As the 2026 edition of the Computex event continues, GF Securities said it heard several positive updates from some of the semiconductor industry's biggest players, including Nvidia ( NVDA ), Qualcomm ( QCOM ), Intel ( INTC ), and Marvell ( MRVL ). For Nvidia, the highlight was the RTX Spark superchip for PCs, but there were several other positives, GF analyst Jeff Pu said. “Nvidia highlighted that Vera GPUs are purpose-built for agentic AI, addressing CPU bottlenecks in the agentic AI era,” Pu wrote in a note to clients. “Featuring 88 Olympus cores, 1.5TB LPDDR5X Memory, 1.2TB/s memory bandwidth, and 3.4TB/s core-to-core bisection bandwidth, Vera delivers 3x higher per-core bandwidth and 1.8x higher agentic sandbox performance vs. x86, according to Nvidia.” In addition, Pu said he sees a standalone Vera CPU as generating $20B in revenue for Nvidia (the company is now in full production of its Vera Rubin line), and there should be higher GPU adoption from the hyperscalers when the Vera Rubin NVL72 begins to ramp up in October. Intel For Intel, the company has reinforced to partners, investors, and industry watchers that it is being led by engineers, with its 18A manufacturing process now in volume production, Pu said. “[Management] emphasized agentic AI is lifting CPU demand, restoring x86’s strategic role,” Pu explained. “It also introduced Rackscale Blueprints to support AI agents, showcased a more efficient disaggregated inference architecture with SambaNova and Nvidia, and expanded into custom silicon through partnerships with Foxconn, Google, and Ericsson.” During the event, Intel CEO Lip Bu-Tan reiterated that the company had spoken to several external partners about joining its foundry, but had no announcements yet. However, he did add that if Intel raises its capital spending forecast, it means they have won customers. The company made many announcements during the event, including a new chip-to-rack-scale AI solution. Reports also suggest that In...
Mathew Lawrence and Mark McVitie, previously seen as favouring Burnham and Streeting respectively, say change of direction is needed UK politics live – latest updates Two of Labour’s leading policy figures, who put forward “manifestos” for Andy Burnham and a centrist grouping, are to join forces to help forge new ideas for a future government. The authors of the two essays – which have previously ...
Mathew Lawrence and Mark McVitie, previously seen as favouring Burnham and Streeting respectively, say change of direction is needed UK politics live – latest updates Two of Labour’s leading policy figures, who put forward “manifestos” for Andy Burnham and a centrist grouping, are to join forces to help forge new ideas for a future government. The authors of the two essays – which have previously been described as competing visions for a Burnham- or Wes Streeting-led government – said Labour urgently required a serious intellectual debate about its direction rather than simply a change of personality. Continue reading...