(RTTNews) - Drug major Eli Lilly and Co. (LLY) announced Monday positive topline results from the Phase 3 LIBRETTO-432 clinical trial of Retevmo (selpercatinib) as adjuvant therapy versus placebo.
(RTTNews) - Drug major Eli Lilly and Co. (LLY) announced Monday positive topline results from the Phase 3 LIBRETTO-432 clinical trial of Retevmo (selpercatinib) as adjuvant therapy versus placebo.
PM says ‘we need to step up’ but sources clarify that is unlikely to mean spending 3% of GDP before next election Keir Starmer has said Britain “needs to go faster” on defence spending, though any increase to military budgets in this parliament would probably not be as high as the £15bn suggested in an overnight report. At a press conference in south-west London, the prime minister was asked to co...
PM says ‘we need to step up’ but sources clarify that is unlikely to mean spending 3% of GDP before next election Keir Starmer has said Britain “needs to go faster” on defence spending, though any increase to military budgets in this parliament would probably not be as high as the £15bn suggested in an overnight report. At a press conference in south-west London, the prime minister was asked to comment on a BBC report that No 10 wanted to increase the defence budget to 3% of GDP by 2029. Continue reading...
Amid Saber-Rattling, Iran Touts Economic Benefits To West If Nuclear Deal Reached Days ahead of another round of talks with US negotiators -- and on the heels of more saber-rattling by the Trump administration -- Iran is touting the potential mutual economic benefits of a deal that would terminate the West's long-running sanctions regime against the second-largest and second-most-populous country ...
Amid Saber-Rattling, Iran Touts Economic Benefits To West If Nuclear Deal Reached Days ahead of another round of talks with US negotiators -- and on the heels of more saber-rattling by the Trump administration -- Iran is touting the potential mutual economic benefits of a deal that would terminate the West's long-running sanctions regime against the second-largest and second-most-populous country in the Middle East. "For the sake of an agreement's durability, it is essential that the U.S. also benefits in areas with high and quick economic returns," said Iranian Deputy Director for Economic Diplomacy Hamid Ghanbari on Sunday, according to Iran's FARS news agency. He said that, during negotiations, there had been discussion of what FARS called "shared interests in the fields of oil, gas, mining and even aircraft purchases ." An IranAir Airbus A330 lands in Amsterdam (Nicolas Economou/ Nurphoto via Getty and Forbes ) Sanctions have long thwarted Iran's need to update the country's passenger jet fleets. After the 2015 nuclear deal was reached and sanctions eased, Iran raced to put in orders for new aircraft from Western suppliers . When President Trump withdrew from the nuclear deal -- despite Iran's full compliance with it -- Boeing instantly lost $20 billion worth of business . Oil prices were flat in early-Monday global trading. "With both sides expected to hold firm on their core red lines, expectations are low that a deal can be reached and this is likely to be the calm before the storm," IG analyst Tony Sycamore told Yahoo . Oman is set to mediate talks in Geneva this week. Foreign Minister Abbas Araghchi is leading the Iranian delegation, while the US delegation will be headed by Steve Witkoff and Trump son-in-law Jared Kushner. Ahead of the talks, Israeli Prime Minister Benjamin Netanyahu made his sixth US meeting with Trump in just the last year. Netanyahu continues to push for terms that guarantee Iranian refusals and thus set the stage for more war. Thos...
kontekbrothers/iStock via Getty Images Fund Strategy Maintains a core equity style that emphasizes bottom-up stock selection based on rigorous, in-depth, fundamental company research Uses a bottom-up research process that targets companies with robust asset bases that produce sustainable cash flow growth through a cycle, demonstrate efficient capital allocation, and exhibit a commitment to returni...
kontekbrothers/iStock via Getty Images Fund Strategy Maintains a core equity style that emphasizes bottom-up stock selection based on rigorous, in-depth, fundamental company research Uses a bottom-up research process that targets companies with robust asset bases that produce sustainable cash flow growth through a cycle, demonstrate efficient capital allocation, and exhibit a commitment to returning value to shareholders Emphasizes cash flow yield and total shareholder return among other valuation metrics to assess market sentiment and pricing opportunity; balances exposures between companies with growth characteristics, expressed through growing earnings, with companies that have value characteristics, typically expressed through higher dividend yields Applies a disciplined process that seeks to drive incremental returns through stock selection while managing risk across multiple dimensions, including economic sector, country, and currency; focuses on income and quality characteristics combined with portfolio construction, which leads to less volatile returns through a full market cycle; also focuses primarily on larger-cap companies Average Annual Total Returns (%) As Of 12/31/2025* 3 MONTH YEAR TO DATE 1 YEAR 3 YEAR 5 YEAR 10 YEAR SINCE FUND INCEPTION (9/06/79)^ International Equity Fund-Inst 5.42 31.34 31.34 15.13 7.52 6.48 7.43 MSCI EAFE Index ( NET ) 4.86 31.22 31.22 17.22 8.92 8.18 — MSCI ACWI ex USA Index ( NET ) 5.05 32.39 32.39 17.33 7.91 8.41 — Click to enlarge *Returns for periods less than one year are not annualized. Figures quoted represent past performance, which is no guarantee of future results, and do not reflect taxes a shareholder may pay on an investment in a fund. Investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted and assumes the reinvestment of dividends...
howtogoto/iStock via Getty Images Introduction In my first foundation piece , I detailed the basics of my thesis which included: Yum China Holdings' ( YUMC ) wide economic moat as the dominant retailer in China's fast food market, led by the very popular KFC brand; an experienced and savvy management team that has constructed a very efficient supply chain with a high degree of leverage over suppli...
howtogoto/iStock via Getty Images Introduction In my first foundation piece , I detailed the basics of my thesis which included: Yum China Holdings' ( YUMC ) wide economic moat as the dominant retailer in China's fast food market, led by the very popular KFC brand; an experienced and savvy management team that has constructed a very efficient supply chain with a high degree of leverage over suppliers; an aggressive business model that has shifted growth to medium and smaller Chinese cities where it has little to no exposure; the increasing use of a higher margin franchise model for new store openings; and finally a loyalty program with nearly 600 thousand registered customers. Joey Wat - CEO Yum China (businesswomenoftheyearawards.ceotodaymagazine.com/previous-winner/joey-wat/) I mention two additional important points for prospective investors or those already owning the shares. First is that this is a relatively young company, spun off from US based YUM Brands in 2016. Although its roots date back to YUM's opening of the first Chinese KFC in 1987, it was only after the spin-off that YUMC gained the identity it has today. This contrasts with McDonald's, which dates to 1955; Wendy's to 1969; Burger King to 1954; and Popeyes to 1972. Its current CEO, Joey Wat (52), joined YUMC shortly before the spin-off and became CEO in 2018. Educated in Hong Kong and at the Northwestern School of Business in Chicago, and trained in consultancy at McKinsey and Company, Wat has instilled a Chinese-style regional flair in the "Western-style" fast food within the current YUMC menus. She has also accelerated the pace of a business model shift from company owned stores to a franchise model, which should enhance the efficiency of the firm in the coming years. The second point is the efficiency of the company's supply chain. Remember its first unit opened in 1987 during a time when Chinese infrastructure was primitive and subcontractors were virtually nonexistent. To facilitate its growth...
This article first appeared on GuruFocus. Meta Platforms (NASDAQ:META) appears to be edging toward one of the most sensitive product decisions in its history, with a New York Times report outlining internal discussions about adding facial recognition capabilities to its smart glasses, potentially as soon as this year. A memo prepared last May by the company's Reality Labs team suggested executives...
This article first appeared on GuruFocus. Meta Platforms (NASDAQ:META) appears to be edging toward one of the most sensitive product decisions in its history, with a New York Times report outlining internal discussions about adding facial recognition capabilities to its smart glasses, potentially as soon as this year. A memo prepared last May by the company's Reality Labs team suggested executives viewed the current dynamic political environment as a window in which many civil society groups might have their attention focused elsewhere.
Alibaba Group Holding Limited (NYSE:BABA) is one of the 15 AI Stocks That Are Skyrocketing. On January 15, Morgan Stanley reiterated its Overweight rating on Alibaba Group Holding Limited (NYSE:BABA) with a price target of $180. The firm pointed to strong growth in the company’s Qwen AI assistant. Morgan Stanley believes Qwen could develop into […]
Alibaba Group Holding Limited (NYSE:BABA) is one of the 15 AI Stocks That Are Skyrocketing. On January 15, Morgan Stanley reiterated its Overweight rating on Alibaba Group Holding Limited (NYSE:BABA) with a price target of $180. The firm pointed to strong growth in the company’s Qwen AI assistant. Morgan Stanley believes Qwen could develop into […]
Alphabet Inc. (NASDAQ:GOOGL) is one of the 15 AI Stocks That Are Skyrocketing. On February 6, Piper Sandler raised its price target on Alphabet Inc. (NASDAQ:GOOGL) from $365 to $395 and kept its Overweight rating. This update came after the company reported Q4 results. Piper Sandler called the company’s Q4 2025 performance “impressive.” Total revenue […]
Alphabet Inc. (NASDAQ:GOOGL) is one of the 15 AI Stocks That Are Skyrocketing. On February 6, Piper Sandler raised its price target on Alphabet Inc. (NASDAQ:GOOGL) from $365 to $395 and kept its Overweight rating. This update came after the company reported Q4 results. Piper Sandler called the company’s Q4 2025 performance “impressive.” Total revenue […]
Baidu, Inc. (NASDAQ:BIDU) is one of the 15 AI Stocks That Are Skyrocketing. On February 4, Tiger Securities increased its price target on Baidu, Inc. (NASDAQ:BIDU) from $135 to $150 and kept its Buy rating. Tiger Securities highlighted expectations that Baidu, Inc. (NASDAQ:BIDU) will continue to create more value for shareholders after it recently announced […]
Baidu, Inc. (NASDAQ:BIDU) is one of the 15 AI Stocks That Are Skyrocketing. On February 4, Tiger Securities increased its price target on Baidu, Inc. (NASDAQ:BIDU) from $135 to $150 and kept its Buy rating. Tiger Securities highlighted expectations that Baidu, Inc. (NASDAQ:BIDU) will continue to create more value for shareholders after it recently announced […]
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the 15 AI Stocks That Are Skyrocketing. On February 12, DA Davidson initiated coverage of Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), giving the stock a Buy rating and setting the price target at $450. DA Davidson pointed to the company’s “compounding execution moat in leading edge […]
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the 15 AI Stocks That Are Skyrocketing. On February 12, DA Davidson initiated coverage of Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), giving the stock a Buy rating and setting the price target at $450. DA Davidson pointed to the company’s “compounding execution moat in leading edge […]