ipopba/iStock via Getty Images Shares of HeartFlow, Inc. ( HTFL ) have recovered to levels in the mid-twenties following a solid end to the year 2025, as the company provided guidance for 2026 that pleased investors. While growth rates are set to come down dramatically, the market seems to read the guidance as a conservative one. Investors are pleased about the adoption of new application groups, ...
ipopba/iStock via Getty Images Shares of HeartFlow, Inc. ( HTFL ) have recovered to levels in the mid-twenties following a solid end to the year 2025, as the company provided guidance for 2026 that pleased investors. While growth rates are set to come down dramatically, the market seems to read the guidance as a conservative one. Investors are pleased about the adoption of new application groups, as well as prospects for gross margin gains, having the potential to deliver on greater operating leverage down the road. Other, higher conviction ideas, including the areas of technology and medical applications, can be found at Value In Corporate Events . Maintaining Growth HearthFlow reported both full-year and fourth quarter sales growth of 40% for the year 2025. This means that full-year sales surpassed $176 million, as fourth-quarter revenues of $49 million reveal a run rate near $200 million. The company reported a full-year operating loss of $64 million, up minimally from the year before, indicating some relative progress on the margin front. The same goes for fourth-quarter losses of $17.5 million, trending around $70 million each year, equal to about 35% of sales. Adjusted metrics, such as an adjusted EBITDA loss of $44.7 million, improved by a million compared to 2024. These revenues were generated from an installed base of 1,465 accounts after 340 accounts were added during the year. For the year 2026, the company guided for about 25% growth, seeing revenues to come in between $218 and $222 million. No overall margin guidance has been provided, apart from gross margins, which are seen at 80-81%, compared to 77% reported in 2025. While the losses likely remain substantial, fortunately, the company has a net cash position of around $280 million, as I would expect losses to come in a bit in the coming year. With some 85 million shares outstanding, these shares trading at $25, the market value of the firm stands at just over $2.1 billion, or just under $1.9 billion ...
Interim Tottenham manager Igor Tudor has been charged with misconduct over his claim that referee Thomas Bramall favoured the "home team" in Spurs' 2-1 Premier League loss at Fulham. Tudor hit out after his relegation-threatened side were beaten on 1 March, saying Bramall "doesn't understand football". The Croat had been angered by the Cottagers' first goal, which he believed happened because of a...
Interim Tottenham manager Igor Tudor has been charged with misconduct over his claim that referee Thomas Bramall favoured the "home team" in Spurs' 2-1 Premier League loss at Fulham. Tudor hit out after his relegation-threatened side were beaten on 1 March, saying Bramall "doesn't understand football". The Croat had been angered by the Cottagers' first goal, which he believed happened because of a push by Raul Jimenez on Radu Dragusin before Harry Wilson put the ball into the net. Speaking to the BBC after the match, Tudor said: "I didn't like the referee today, too much of a home team referee. I didn't feel well with him. "All the decisions were on their side. He doesn't understand football, the feeling of what is wrong and what is right. "He [Jimenez] was not thinking about the ball, he was thinking how to cheat, he cheated the player, was pushing, it was cheating and it's a foul. Ninety-nine of 100 people will say it's a foul, it's so obvious." The Football Association said Tudor "allegedly acted in an improper manner during a post-match interview by making comments that imply bias and/or question integrity and/or are personally offensive in relation to a match official". Spurs and the 47-year-old have until Monday to reply to the charge.
Vanguard Global ex-U.S. Real Estate ETF (VNQI 1.07%) and Vanguard Real Estate ETF (VNQ 0.32%) share similar costs and risk levels, but VNQI delivers a higher yield and global diversification, while VNQ stands out for its massive assets under management and superior five-year total return. Both Vanguard funds give investors access to real estate equities, but they focus on different geographies: VN...
Vanguard Global ex-U.S. Real Estate ETF (VNQI 1.07%) and Vanguard Real Estate ETF (VNQ 0.32%) share similar costs and risk levels, but VNQI delivers a higher yield and global diversification, while VNQ stands out for its massive assets under management and superior five-year total return. Both Vanguard funds give investors access to real estate equities, but they focus on different geographies: VNQI provides exposure to non-U.S. property markets, while VNQ targets U.S.-listed real estate investment trusts (REITs). This comparison examines cost, yield, performance, risk, sector makeup, and practical differences to help clarify which may better fit a portfolio seeking real estate diversification. Snapshot (cost & size) Metric VNQI VNQ Issuer Vanguard Vanguard Expense ratio 0.12% 0.13% 1-yr return (as of 2026-03-16) 11.7% 1.3% Dividend yield 4.6% 3.7% Beta 0.71 1.02 AUM $4.2 billion $69.6 billion Beta measures price volatility relative to the S&P 500; beta is calculated from five-year monthly returns. The 1-yr return represents total return over the trailing 12 months. VNQI and VNQ are nearly identical on fees, with VNQI a hair more affordable, but VNQI also delivers a higher dividend yield, which may appeal to those seeking income from global real estate. Performance & risk comparison Metric VNQI VNQ Max drawdown (5 y) -35.76% -34.48% Growth of $1,000 over 5 years $817 $1,003 What's inside VNQ invests in 158 U.S.-listed REITs, with a portfolio heavily concentrated in real estate (98%), and small allocations to communication services and technology. Top holdings include Welltower Inc(WELL +0.21%), Prologis Inc(PLD 0.77%), and Equinix Inc(EQIX 0.84%), and the fund has a long track record at 21.5 years. This focus may suit investors looking for exposure to the U.S. property market, with the added reassurance of deep liquidity and scale. By contrast, VNQI spans more than 30 non-U.S. countries and has 682 holdings, offering a mix of real estate (80%), cash and other assets...
The latest Senza mini PC features the same passive cooling system design from the original model, but adds a detachable front port panel and two more heatpipes. Other outstanding features include 32 GB LPDDR5X-8000 RAM, a 1 TB PCIe 4.0 SSD, 2x USB4 and Wi-Fi 7 connectivity. 4 Reviews ← exclude selected types ← exclude selected tags Arctic is updating its Senza lineup with a new under-desk mini PC ...
The latest Senza mini PC features the same passive cooling system design from the original model, but adds a detachable front port panel and two more heatpipes. Other outstanding features include 32 GB LPDDR5X-8000 RAM, a 1 TB PCIe 4.0 SSD, 2x USB4 and Wi-Fi 7 connectivity. 4 Reviews ← exclude selected types ← exclude selected tags Arctic is updating its Senza lineup with a new under-desk mini PC model powered by AMD’s Ryzen AI 9 HX 370 APU. As with the first model that was powered by a Ryzen 7 5700G APU, the latest Senza mini PC chassis features a central rectangular case that houses the motherboard and all the components, as well as two radiator sections extending on each side of the main case, which help with the passive cooling system. Together with a front panel port extender and the external power supply, the whole ensemble can be attached under the table with a special mounting system. The 12-core / 24-thread Ryzen AI 9 HX 370 processor with Zen 5 architecture also integrates the Radeon 890M GPU and a Copilot+-compatible NPU that adds 50 TOPS of compute power. Complementing the APU are 32 GB LPDDR5X-800 RAM and a 1 TB PCIe 4.0 NVMe SSD. Port selection is extensive with 2x USB4, 3x USB 3.2 Gen 2 and 2x USB 2.0 connectors, HDMI 2.1 + DP 2.0 video outs, 2.5 GbE jack and audio in/out jack plus an audio combo jack on the port extender. Wireless connectivity is provided with a Wi-Fi 7 + BT 5.4 card. Compared to the previous model powered by the Ryzen 7 5700G, the new Senza silent mini PC is said to be 50% faster in Cinebench R23, while the iGPU is advertised to be 2.25X faster in 3DMark Time Spy. Moreover, Arctic claims that their Ryzen AI 9 HX 370 implementation is around 7% faster than competitor models, presumably through maximizing the TDP. Even with the higher power consumption, the elaborate passive cooling system integrating 8 heatpipes maintains the APU temperature 17 C cooler compared to the competition. The Senza AI 370 is available now for €1,199.99 incl...
SoFi (NASDAQ: SOFI) was hit with a short report earlier this week, which sent the stock lower temporarily. But for long-term investors, the important thing to consider is how the company and its management reacted. CEO Anthony Noto bought shares on the open market within hours, and after digging through the details, it looks like short sellers themselves may have simply been making a short-term tr...
SoFi (NASDAQ: SOFI) was hit with a short report earlier this week, which sent the stock lower temporarily. But for long-term investors, the important thing to consider is how the company and its management reacted. CEO Anthony Noto bought shares on the open market within hours, and after digging through the details, it looks like short sellers themselves may have simply been making a short-term trade. In this video, I cover everything you need to know. *Stock prices used were end-of-day prices of March 18, 2026. The video was published on March 19, 2026. Continue reading
SimonSkafar/E+ via Getty Images Shares of chemical crop protection supplier FMC Corporation ( FMC ) have lost 3.1% since my last report , which comes on top of the 50% share price decline following the impairment on the assets in India which also triggered a cut to the dividend. During the JPMorgan Industrial Conference 2026 , the CEO of FMC Corporation shared that the company was considering seve...
SimonSkafar/E+ via Getty Images Shares of chemical crop protection supplier FMC Corporation ( FMC ) have lost 3.1% since my last report , which comes on top of the 50% share price decline following the impairment on the assets in India which also triggered a cut to the dividend. During the JPMorgan Industrial Conference 2026 , the CEO of FMC Corporation shared that the company was considering several strategic paths. One of those is a sale of the entire company. In this report, I discuss how FMC Corporation got itself into the position it is in today, the current market environment and I assess what a fair buyout offer would look like in my view. FMC Misunderstood A Big Agricultural Market The main reason why FMC’s share prices have fallen as much as they did centers on their business in India. FMC entered the Indian market in 2017 when it acquired a significant portion of DuPont’s crop protection business. Through that acquisition the company gained commercial operations in India, a local product portfolio, distribution networks, manufacturing and R&D facilities and most importantly market access. Globally, the population is growing and with limited cropland available there is a yield improvement required that can partially be realized through the use of crop protection chemicals. As the country with the largest population in the world, India looks like a very attractive market. After all, whether the economy is growing or not people, need to eat. With the economy growing, welfare is growing, and that would drive demand for food and food security. It could subsequently also lead to farmers having funds available to purchase yield enhancing crop protection chemicals and particularly the more premium products as offered by FMC. FMC’s strength is patented high-performance chemistry, which it sells at a premium price to ROI-driven customers. Being able to explain why a premium is charged requires a centralized distribution channel, especially for a huge market as India...
As the saying goes, there are many possible reasons for an insider to sell a stock, but only one reason to buy -- they expect to make money. So let's look at two noteworthy recent insider buys. At Westrock Coffee, a filing with the SEC revealed that on Tuesday, Director Joe T. Ford purchased 55,000 shares of WEST, at a cost of $4.60 each, for a total investment of $253,000. Westrock Coffee is trad...
As the saying goes, there are many possible reasons for an insider to sell a stock, but only one reason to buy -- they expect to make money. So let's look at two noteworthy recent insider buys. At Westrock Coffee, a filing with the SEC revealed that on Tuesday, Director Joe T. Ford purchased 55,000 shares of WEST, at a cost of $4.60 each, for a total investment of $253,000. Westrock Coffee is trading down about 2% on the day Thursday. Before this latest buy, Ford bought WEST at 6 other times during the past year, for a total cost of $1.25M at an average of $6.27 per share. And also on Tuesday, CEO Frank B. Holding Jr. bought $230,950 worth of First Citizens BancShares, buying 149 shares at a cost of $1550.00 a piece. Before this latest buy, Holding Jr. purchased FCNCA at 3 other times during the past twelve months, for a total investment of $1.96M at an average of $1657.18 per share. First Citizens BancShares is trading up about 2% on the day Thursday. Holding Jr. was up about 17.1% on the purchase at the high point of today's trading session, with FCNCA trading as high as $1815.33 in trading on Thursday. VIDEO: Thursday 3/19 Insider Buying Report: WEST, FCNCA The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The IT firm and Microsoft will launch a forward deployed engineering practice, one of several initiatives it unveiled this week to help businesses scale AI.
The IT firm and Microsoft will launch a forward deployed engineering practice, one of several initiatives it unveiled this week to help businesses scale AI.
HONG KONG (AP) — China’s technology giant Alibaba Group pledged on Thursday a goal of surpassing $100 billion in revenue from its artificial intelligence and cloud businesses over the next five years, which it said would be powered by the AI demand boom. The announcement of the ambitious target came as the company posted a 67% drop in profit in the latest quarter, even as growth in its cloud busin...
HONG KONG (AP) — China’s technology giant Alibaba Group pledged on Thursday a goal of surpassing $100 billion in revenue from its artificial intelligence and cloud businesses over the next five years, which it said would be powered by the AI demand boom. The announcement of the ambitious target came as the company posted a 67% drop in profit in the latest quarter, even as growth in its cloud business remained robust. For the October-December quarter, the company, which shifted its focus to cloud and AI technologies in recent years, reported an overall revenue increase of 2% year-on-year to 284.8 billion yuan ($41.4 billion), lower than analysts’ estimates. Revenue from its cloud business jumped 36% in the quarter to 43.3 billion yuan ($6.2 billion) from a year ago. CEO Eddie Wu said during an earnings call on Thursday that Alibaba stands to benefit from the “exponential growth in AI demand.” It has been expanding and upgrading its flagship Qwen AI app and consumer-facing chatbot and also provides cloud computing and storage services to commercial customers. “(There is) enormous and sustained growth momentum of the AI market,” Wu said. Profit for the quarter was 16.3 billion yuan ($2.4 billion), down from 48.9 billion yuan the same quarter last year, in part due to growing marketing and sales expenses. The Hangzhou-based company, which started out in e-commerce, has also seen a price war in the food delivery segment over the past months adding pressure to its profitability. To help drive profit and amid rising costs and growing demand, the company said on Wednesday it would be increasing prices for some AI services by as much as 34%. It also launched the agentic AI tool Wukong this week, in an expansion of its products for commercial customers. Alibaba’s AI ambitions was also tested recently following the departure this month of Lin Junyang, head of its AI model division Qwen. Last year, the company pledged investments of at least 380 billion yuan ($53 billion) in th...
CVC Capital Partners Plc and Nordic Capital are in the early stages of exploring exit options for vehicle glass repair firm Cary Group , according to people familiar with the matter. The private equity firms have starting speaking with potential advisers about a possible sale or listing of Cary Group, said the people, who asked not to be identified as the discussions aren’t public. A deal could va...
CVC Capital Partners Plc and Nordic Capital are in the early stages of exploring exit options for vehicle glass repair firm Cary Group , according to people familiar with the matter. The private equity firms have starting speaking with potential advisers about a possible sale or listing of Cary Group, said the people, who asked not to be identified as the discussions aren’t public. A deal could value the business at €3 billion ($3.5 billion) or more, the people said. Cary Group operates across Europe in countries including Sweden, Denmark, France, Germany, Spain and the UK, according to its website . Its brands include National Windscreens, Autoglass Clinic, Ralarsa, Dansk Busglas. In the Nordics, Cary Group also offers auto body repair and so-called SMART repairs that use specialized techniques to fix a small area. The company was listed in Stockholm until October 2022 when CVC and Nordic Capital took it private in a 8.3 billion Swedish kroner ($889 million) deal. Deliberations are preliminary and there’s no certainty they will lead to a transaction, the people said. Representatives for CVC and Nordic Capital declined to comment. Another large asset in the sector could also come to market. D’Ieteren Group has appointed Rothschild & Co. to explore strategic options for its controlling stake in Belron, a global car glass replacement and repair business, Bloomberg News has reported .
(RTTNews) - Wholesale inventories in the U.S. unexpectedly decreased in the month of January, according to a report released by the Commerce Department on Thursday. The report said wholesale inventories fell by 0.5 percent in January following a revised 0.1 percent dip in December. Economists had expected wholesale inventories to rise by 0.2 percent, matching the increase originally reported for t...
(RTTNews) - Wholesale inventories in the U.S. unexpectedly decreased in the month of January, according to a report released by the Commerce Department on Thursday. The report said wholesale inventories fell by 0.5 percent in January following a revised 0.1 percent dip in December. Economists had expected wholesale inventories to rise by 0.2 percent, matching the increase originally reported for the previous month. While inventories of durable goods were virtually unchanged, inventories of non-durable goods tumbled by 1.5 percent. Meanwhile, the Commerce Department said wholesale sales climbed by 0.5 percent in January after jumping by 1.3 percent in December. Sales of durable goods shot up by 1.0 percent during the month, while sales of non-durable goods were virtually unchanged. With inventories falling and sales rising, the inventories/sales ratio for merchant wholesalers edged down to 1.25 in January from 1.26 in December. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Meta Platforms (META) shares are expected to remain subdued as speculation about a 20% workforce red Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles.
Meta Platforms (META) shares are expected to remain subdued as speculation about a 20% workforce red Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles.
European Central Bank President Christine Lagarde urged governments not to go overboard on help for voters to weather the surge in energy prices, pleading fiscal restraint. In remarks that appeared to caution against a repeat of large-scale aid delivered in the wake of the outbreak of war in Ukraine in 2022, she tackled the matter in her opening statement to reporters on Thursday. “The Governing C...
European Central Bank President Christine Lagarde urged governments not to go overboard on help for voters to weather the surge in energy prices, pleading fiscal restraint. In remarks that appeared to caution against a repeat of large-scale aid delivered in the wake of the outbreak of war in Ukraine in 2022, she tackled the matter in her opening statement to reporters on Thursday. “The Governing Council highlights the urgent need to strengthen the euro area economy while maintaining sound public finances,” Lagarde said after the ECB kept its interest rates unchanged. “Any fiscal responses to the energy price shock should be temporary, targeted and tailored.” Governments around the region have already begun reacting to the lingering energy shock caused by the war in Iran. Brent crude remains above $100 a barrel, while benchmark European natural gas futures surged on Thursday after damage to the world’s largest liquefied natural gas export plant in Qatar. Among responses so far, Prime Minister Giorgia Meloni ’s coalition approved a temporary cut to Italy’s excise taxes on fuel this week. Germany’s finance ministry is considering a windfall levy on oil companies, separate to measures imposing a once-a-day limit on gasoline price increases at the pump. Any action in France may focus the ECB most, given that country’s spending last time round, and its struggle to bring down a deficit that is already likely to stay stuck well above the European Union’s 3% of output ceiling for years to come. Bank of France Governor Francois Villeroy de Galhau , speaking on RTL radio last week, insisted that the public coffers shouldn’t be tapped so extensively again. “Quite simply, we, the French, have no money left,” he said. “There is a another problem with aid: If we maintain our dependency on oil with costly aid, with every oil shock we’ll have the same negative effect.” In a report last week, UniCredit economist Tullia Bucco explained how governments are still paying the bill for lar...
J Studios/DigitalVision via Getty Images I previously covered Twilio Inc. (NYSE: TWLO ) in November 2025, discussing why I had reiterated my Buy rating despite the double digits stock price gains then, thanks to its profitable growth prospects, the management's ability to drive higher margin product adoptions, and the raised FY2025 guidance. In this article, I shall discuss why I am reiterating my...
J Studios/DigitalVision via Getty Images I previously covered Twilio Inc. (NYSE: TWLO ) in November 2025, discussing why I had reiterated my Buy rating despite the double digits stock price gains then, thanks to its profitable growth prospects, the management's ability to drive higher margin product adoptions, and the raised FY2025 guidance. In this article, I shall discuss why I am reiterating my Buy rating for the TWLO stock here, thanks to the robust demand for its diversified communication offerings as observed in the excellent performance metrics. Its investment thesis is significantly aided by the healthy balance sheet, the ongoing share retirement at -1.3% over the LTM/-12.8% since FY2023, and the reasonable valuations/technical indicators despite the recent stock price recovery. TWLO Delivers Renewed Growth Despite SaaSpocalypse Fears TWLO 1Y Stock Price (Trading View) Since my last Buy rating, TWLO continues to trade reasonably along the established uptrend support line since September 2024, as observed in the recent bounce off the February 2026 trading floor of $109s and the subsequent rally to the next resistance levels of $126s by the time of writing. At a time of SaaSpocalypse fears and cooling AI sentiments , it is apparent that TWLO has emerged somewhat unscathed, as observed in their relatively narrow gap of -13% between the 52 week highs and the time of writing. A similar conclusion may also be derived after comparing to the wider market at -3.8% and its Customer Experience as a Service peers, including Salesforce, Inc. ( CRM ) at -34%, Sinch AB (publ) ( OTCPK:CLCMF ) at -37% and SoundHound AI, Inc. ( SOUN ) at -64.7%. Much of TWLO's tailwinds may be attributed the growing demand for its diversified communication offerings across voice/messaging (SMS/WhatsApp)/e-mail solutions, as similarly observed in the accelerating revenue growth to $1.36B in FQ4'25 (+14.2% YoY) compared to a year ago at $1.19B (+11.2% YoY) . This metric matters indeed since its...
It is hard to explain how impressive Eli Lilly's (LLY 0.02%) GLP-1 success has been. In 2025, sales of the company's Mounjaro and Zepbound rose 99% and 175%, respectively. The two drugs have grown so rapidly that they now account for 56% of Eli Lilly's revenues. There's likely to be more growth ahead, too, as demand for these weight loss drugs remains strong. However, it may still be too late for ...
It is hard to explain how impressive Eli Lilly's (LLY 0.02%) GLP-1 success has been. In 2025, sales of the company's Mounjaro and Zepbound rose 99% and 175%, respectively. The two drugs have grown so rapidly that they now account for 56% of Eli Lilly's revenues. There's likely to be more growth ahead, too, as demand for these weight loss drugs remains strong. However, it may still be too late for you to buy Eli Lilly. Here's why. Eli Lilly is winning, for now The interesting thing about Mounjaro and Zepbound is that they weren't the first GLP-1 weight loss drugs to hit the market. Novo Nordisk (NVO 2.08%) was first to market with Wegovy. However, Eli Lilly's drugs proved to be more effective and quickly took the lead in the new drug category. That's an important fact to keep in mind because it underscores the pharmaceutical sector's competitiveness. Notably, Novo Nordisk just released a GLP-1 pill, beating Eli Lilly to market again. That will give Novo Nordisk time to regain market share as Eli Lilly works to get its own pill approved by the FDA. Pfizer (PFE 0.09%) is working in the GLP-1 space. If Pfizer can get its long-acting weight-loss drug to market, Mounjaro and Zepbound will have to compete with yet another GLP-1 drug. Right now, Eli Lilly is on top, but it may not hold that spot forever. In fact, the patent protections that are allowing it to enjoy outsize profits today are time-limited. So, at some point in the not-too-distant future, the company's GLP-1 success will fade as generic versions of its drugs enter the market. Eli Lilly is an expensive stock The big problem with buying Eli Lilly today is that Wall Street has already priced in the company's success. The stock's price-to-earnings ratio is a lofty 43x. That's below the company's five-year average P/E, but it is dramatically higher than the S&P 500 index's (^GSPC 0.77%) average P/E of roughly 28x and the 23x P/E of the average drug stock. There are two ways to lower a company's P/E. The stock price...
Solventum Corporation SOLV is well-poised for growth in the coming quarters, driven by strong demand across its business segments, supported by continued investment in innovation, R&D and digital capabilities. The optimism, led by a solid fourth-quarter 2025 performance and a solid restructuring program, is expected to contribute further. However, concerns regarding tariffs and a rise in raw mater...
Solventum Corporation SOLV is well-poised for growth in the coming quarters, driven by strong demand across its business segments, supported by continued investment in innovation, R&D and digital capabilities. The optimism, led by a solid fourth-quarter 2025 performance and a solid restructuring program, is expected to contribute further. However, concerns regarding tariffs and a rise in raw material costs persist. Over the past six months, this Zacks Rank #3 (Hold) company’s shares have lost 9% against the industry’s 0.1% growth and the S&P 500’s 1.6% rise. The renowned global healthcare solutions provider has a market capitalization of $11.9 billion. The company projects 4.3% earnings growth for 2026 and expects to maintain its strong performance going forward. Solventum’s earnings surpassed the Zacks Consensus Estimate in each of the trailing four quarters, the average surprise being 12.4%. Image Source: Zacks Investment Research Let’s delve deeper. Key Drivers of SOLV Stock Strategic Growth Drivers: Solventum outlined five key growth drivers expected to contribute more than 80% of future growth, focused on areas where it already has strong brands and clinical differentiation. In MedSurg, negative pressure wound therapy remains a major opportunity, supported by strong adoption of Prevena and the V.A.C. Peel and Place dressing. IV site management is another key driver, with rising demand for Tegaderm CHG and a significant runway for penetration. The company also sees momentum in sterilization assurance, backed by new Attest product launches. Beyond MedSurg, innovation remains central, with around 20 new product launches planned over the next two years. In Dental, core restoratives are driving growth, supported by products like Clinpro Clear and Filtek Easy Match. In Health Information Systems, revenue cycle management and adoption of the 360 Encompass platform, along with AI-driven autonomous coding capabilities, are expected to be major contributors to sustained ...
The unfolding global energy crisis triggered by the US-Israel war against Iran threatens to expose Taiwan’s long-standing energy weaknesses. Taiwan relied on imports to meet 95 percent of its energy needs in 2025, including over 99 percent of its demand for oil and natural gas. Furthermore, before the war, it received over 38 percent of its annual natural gas supply and approximately 70 percent of...
The unfolding global energy crisis triggered by the US-Israel war against Iran threatens to expose Taiwan’s long-standing energy weaknesses. Taiwan relied on imports to meet 95 percent of its energy needs in 2025, including over 99 percent of its demand for oil and natural gas. Furthermore, before the war, it received over 38 percent of its annual natural gas supply and approximately 70 percent of its crude oil from the Middle East, according to data from Kpler. To address the supply shortfall the war has created, Taiwan has assured the public that it has about 150 days of oil supply in reserve and has secured sufficient supplies of liquefied natural gas (LNG) to meet consumption needs through April. However, the expected summer surge in electricity demand could create severe energy shortages if shipments through the Strait of Hormuz don’t resume soon. In this scenario, there are measures Taiwan can take to ease the severity of the economic impact—but only slightly. An extended crisis could see large energy price spikes or even power rationing, potentially disrupting semiconductor manufacturing and cascading through global supply chains. Over the longer term, this energy shock serves as an urgent reminder that Taiwan should expedite its renewables build-out and promptly commit to restarting its nuclear power plants to alleviate its overreliance on fossil fuel imports. Taiwan’s oil reliance has declined, but remains high The oil intensity of the Taiwanese economy has decreased steadily over the past two decades, matching the larger global trend. This decline is attributable to energy efficiency improvements, the reduced role of oil in power generation, and the expansion of the services and semiconductor industries, which have diminished the relative weight of the oil-dependent petrochemical sector within the Taiwanese economy. However, Taiwan remains more oil-intensive than other major economies, leaving it comparatively more vulnerable to oil supply shocks. In the l...