Libby said: "I've got Iain Stirling playing myself, and he might be in a jumpsuit number as well – so I think he may currently be crying in a dressing room somewhere trying to squeeze into that.
Libby said: "I've got Iain Stirling playing myself, and he might be in a jumpsuit number as well – so I think he may currently be crying in a dressing room somewhere trying to squeeze into that.
Tom Werner/DigitalVision via Getty Images By Diederik Stadig , Senior Economist, Healthcare & Technology Why price, manufacturing and innovation are so intertwined for pharma Europe’s pharmaceutical industry needs to make sure it doesn't become yesterday's news. Its biopharmaceutical innovation capacity has been gradually declining for decades, and the rapid ascent of China and President Trump's p...
Tom Werner/DigitalVision via Getty Images By Diederik Stadig , Senior Economist, Healthcare & Technology Why price, manufacturing and innovation are so intertwined for pharma Europe’s pharmaceutical industry needs to make sure it doesn't become yesterday's news. Its biopharmaceutical innovation capacity has been gradually declining for decades, and the rapid ascent of China and President Trump's policies risk accelerating that decay. It still has good cards to play but needs to act fast US President Donald Trump announced his intention to levy a tariff of at least 25% a little over a year ago (on 19 February 2025, to be exact). The aim was to attract more pharmaceutical manufacturing to the US and to gain greater control over pharmaceutical supply chains. A discussion that started with where manufacturing takes place gradually evolved into one about who pays for global biopharmaceutical innovation (i.e., US consumers pay three to five times as much for medicines as their European counterparts), and then shifted to the parts of the world where biopharmaceutical innovation is happening and remains attractive. In short, increased uncertainty prompted deeper discussions on price, manufacturing, and innovation in a few months than we'd seen over the past decades. Europe has lost its position as biggest R&D spender to the US This discussion has turned the spotlight on Europe in particular. The continent produces the most cutting-edge research and has a strong industrial base, despite its reliance on the Asian supply chain for generics, with manufacturing hubs in Ireland, Switzerland, Germany, and the Netherlands, among others. However, the Trump Administration has argued that Europe does not pay its way for biopharmaceutical innovation, arguing that prices in Europe need to rise and those in the US need to come down. And here's the rub: Europe’s share of global R&D spending has declined sharply over the past few decades. In 1990, roughly half of all global private R&D spe...
A co-founder of Super Micro Computer Inc. was charged in New York with conspiring to illegally divert billions of dollars in artificial intelligence technology to China. US prosecutors charged Yih-Shyan “Wally” Liaw in a scheme to send high-performance computer servers assembled in the US with sophisticated AI capabilities to China in violation of US export controls. Liaw and others at the company...
A co-founder of Super Micro Computer Inc. was charged in New York with conspiring to illegally divert billions of dollars in artificial intelligence technology to China. US prosecutors charged Yih-Shyan “Wally” Liaw in a scheme to send high-performance computer servers assembled in the US with sophisticated AI capabilities to China in violation of US export controls. Liaw and others at the company allegedly sold the AI tech through a Southeast Asia company knowing it would be sent on to China. Most Read from Bloomberg Also charged in the case are Ruei-Tsang “Steven” Chang, who served as a manager in the company’s Taiwan office, and Ting-Wei “Willy” Sun, an outside contractor described by US authorities as a “fixer” who allegedly aided in the diversion. Shares Fell Shares of Super Micro fell more than 9% in late trading. The stock had been up 5.2% this year through Thursday’s close. Liaw, a US citizen, and Sun, a citizen of Taiwan, were both arrested Thursday, according to a statement from the office of Manhattan US Attorney Jay Clayton. Chang, a Taiwanese citizen, remains a fugitive. Liaw and Sun made initial appearances in federal court in San Jose, California. Their lawyers didn’t immediately respond to requests for comment. Super Micro said in a statement that it has put Liaw and Chang on administrative leave and ended its relationship with Sun. The company said it has been cooperating with the government’s investigation and will continue to do so. The defendants’ alleged conduct “is a contravention of the company’s policies and compliance controls, including efforts to circumvent applicable export control laws and regulations,” Super Micro said in the statement. The company said it “maintains a robust compliance program and is committed to full adherence to all applicable US export and re-export control laws and regulations.” Company-1 Prosecutors said that, beginning last year, the defendants and others caused the sale of $2.5 billion in Super Micro servers to ...
Salesforce (CRM) is an enterprise software company and one of the world’s top Customer Relationship Management (CRM) systems. The company offers a variety of services, from helping businesses centralize and organize their sales pipelines to managing customer service operations and marketing ...
Salesforce (CRM) is an enterprise software company and one of the world’s top Customer Relationship Management (CRM) systems. The company offers a variety of services, from helping businesses centralize and organize their sales pipelines to managing customer service operations and marketing ...
Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Lenovo Group (SEHK:992) has expanded its multiyear collaboration with NVIDIA, targeting new AI solutions and infrastructure for the global sports industry. The company will act as the Official Technology Partner for the FIFA World Cup 2026, providing AI powered platforms across p...
Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Lenovo Group (SEHK:992) has expanded its multiyear collaboration with NVIDIA, targeting new AI solutions and infrastructure for the global sports industry. The company will act as the Official Technology Partner for the FIFA World Cup 2026, providing AI powered platforms across personal, enterprise, and cloud environments. New hybrid AI offerings are being rolled out for use in areas such as sports analytics, media workflows, and event operations, including applications in Formula 1. For Lenovo, known for its PCs, servers, and infrastructure solutions, this move extends its AI capabilities into some of the most visible and time sensitive use cases in global sports. Investors looking at SEHK:992 now have more detail on how the company is positioning its AI hardware and software stack for enterprise grade deployments across different venues and broadcasters. The financial impact is not yet clear. However, the breadth of this collaboration gives Lenovo a higher profile across sports, media, and large event operations. Readers may want to monitor how Lenovo translates these AI deployments into broader adoption across other industries that also rely on real time data and mission critical uptime. Stay updated on the most important news stories for Lenovo Group by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Lenovo Group. SEHK:992 Earnings & Revenue Growth as at Mar 2026 📰 Beyond the headline: 0 risks and 4 things going right for Lenovo Group that every investor should see. Quick Assessment ✅ Price vs Analyst Target : At HK$9.37, Lenovo trades about 23% below the HK$12.24 analyst target. ✅ Simply Wall St Valuation : Shares are flagged as trading 65.6% below an estimated fair value. ✅ Recent Momentum: The 30 day return is about 0.75%, suggesting modest positive short term performance. There ...
Prime Minister of Japan Sanae Takaichi (L) meets with U.S. President Donald Trump during a bilateral meeting in the Oval Office of the White House on March 19, 2026 in Washington, DC. Alex Wong | Getty Images In an apparent awkward moment at the Oval Office on Thursday stateside, U.S. President Donald Trump referenced Pearl Harbor in his first meeting with Japan's Prime Minister Sanae Takaichi aft...
Prime Minister of Japan Sanae Takaichi (L) meets with U.S. President Donald Trump during a bilateral meeting in the Oval Office of the White House on March 19, 2026 in Washington, DC. Alex Wong | Getty Images In an apparent awkward moment at the Oval Office on Thursday stateside, U.S. President Donald Trump referenced Pearl Harbor in his first meeting with Japan's Prime Minister Sanae Takaichi after her landslide electoral victory. When asked by a Japanese reporter on why the U.S. did not inform allies such as Japan before carrying out the attacks against Iran on Feb. 28, the U.S. president said it was to maintain the element of surprise. "Who knows better about that. Why didn't you tell me about Pearl Harbor? You believe in surprise much more so than I." Trump was referencing the surprise Japanese attack on the U.S. Pacific Fleet in 1941, which saw the deaths of over 2,400 personnel and drew the U.S. into World War II. Takaichi appeared to draw a deep breath and lean back in her seat with an uneasy expression. "Who knows better about that. Why didn't you tell me about Pearl Harbor? You believe in surprise much more so than I." Donald Trump U.S. President Trump said that the surprise attack had helped the U.S., adding that it "knocked out 50% of what we anticipated" in Iran within the first two days. During the meeting, Trump praised Japan for "stepping up" to assist in efforts to secure the Strait of Hormuz, "unlike NATO." Before the meeting, Japan, as well as Britain, France, Germany, Italy and the Netherlands had released a joint statement expressing their readiness to "contribute to appropriate efforts to ensure safe passage through the Strait." Trump had called on Japan and other countries to help secure the Strait of Hormuz, but Takaichi had reportedly said Monday that there were no plans to dispatch naval vessels to escort boats in the Middle East. Her office also said in a post on X that there was "no specific request from the United States to Japan for the ...
Highlights Global semiconductor leader maintains strong manufacturing capabilities across markets Multiple firms adjust ratings while overall sentiment remains broadly positive Institutional activity continues reflecting steady interest in semiconductor sector The semiconductor sector plays a central role in modern technology, supporting everything from consumer electronics to advanced computing s...
Highlights Global semiconductor leader maintains strong manufacturing capabilities across markets Multiple firms adjust ratings while overall sentiment remains broadly positive Institutional activity continues reflecting steady interest in semiconductor sector The semiconductor sector plays a central role in modern technology, supporting everything from consumer electronics to advanced computing systems. Taiwan Semiconductor Manufacturing Company (NYSE:TSM) operates as a leading pure-play foundry, delivering fabrication services to a wide range of global clients. Its operations support industries such as artificial intelligence, mobile communications, automotive systems, and high-performance computing, positioning the company as a key participant in the global supply chain. Taiwan Semiconductor Manufacturing has built a reputation for advanced process technologies and consistent execution. Its fabrication capabilities span logic processes, specialty technologies, and integrated circuit production for complex applications. The company’s presence within the semiconductor ecosystem reflects its importance in enabling technological advancement across multiple industries, reinforcing its standing within the broader technology sector. Recent Rating Activity Summary Recent updates from various research firms have introduced adjustments to the company’s rating profile. Zacks Research revised its stance, contributing to a broader mix of perspectives across the market. Other firms have maintained positive views, including reaffirmations of favourable ratings from established institutions. Several organizations have continued to express confidence through strong-buy and buy classifications, while a smaller group has issued neutral stances. This distribution reflects a range of viewpoints while maintaining an overall positive sentiment toward the company’s position within the semiconductor industry. Diverse Analyst Sentiment Trends The spread of ratings across firms highlights ...
Earnings Call Insights: GrowGeneration Corp. (GRWG) Q4 2025 Management View Darren Lampert, Co-Founder, CEO & Chairperson of the Board, reported, "2025 was a defining year for GrowGen. We transformed the business, rightsizing our retail footprint, dramatically expanding proprietary brand penetration to 32.8% for the full year and delivering a 370 basis point improvement in gross margin to 26.8%." ...
Earnings Call Insights: GrowGeneration Corp. (GRWG) Q4 2025 Management View Darren Lampert, Co-Founder, CEO & Chairperson of the Board, reported, "2025 was a defining year for GrowGen. We transformed the business, rightsizing our retail footprint, dramatically expanding proprietary brand penetration to 32.8% for the full year and delivering a 370 basis point improvement in gross margin to 26.8%." Lampert emphasized that these structural improvements led to a 58.9% year-over-year improvement in adjusted EBITDA and more than halved the GAAP net loss. He highlighted, "Importantly, looking specifically at the fourth quarter of 2025, net sales were up year-over-year...with fewer retail locations." Lampert further noted an expansion into new revenue channels including B2B and a distribution partnership with Arett Sales, as well as the acquisition of Viagrow for home gardening market entry. The CEO also announced a $10 million share repurchase program, describing it as "a compelling and responsible allocation of capital." Greg Sanders, Chief Financial Officer, stated, "GrowGeneration reported net sales of $37.8 million, up $0.4 million compared to $37.4 million during the same period last year." Sanders highlighted, "Gross margin increased to 24.1% for the fourth quarter of 2025 compared to 16.4% for the prior year period, primarily due to higher proprietary brand penetration and the absence of restructuring-related costs incurred in the prior year." Outlook The company is guiding 2026 net revenue in the range of $162 million to $168 million, with proprietary brand sales as a percentage of cultivation and gardening revenue expected to reach approximately 40% by year-end. Gross margins for 2026 are anticipated to be in the range of 27% to 29%. Management expects "approximately breakeven adjusted EBITDA for the full year 2026." The outlook assumes a softer Q1 due to seasonal factors, with profitability building through Q2 and Q3. Lampert stated, "We anticipate reaching appro...