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UiPath (PATH): AI Agents Are Growing Up — and So Are the Financials

UiPath (PATH): AI Agents Are Growing Up — and So Are the Financials

UiPath (PATH): AI Agents Are Growing Up — and So Are the Financials

Robotics & Automation

Jonathan Poyer

3 days ago2 min read

AeroVironment (AVAV) Lands $464.8M Army Contract — Lasers Move Into Production

AeroVironment (AVAV) Lands $464.8M Army Contract — Lasers Move Into Production

AeroVironment (AVAV) Lands $464.8M Army Contract — Lasers Move Into Production

Robotics & Automation

Jonathan Poyer

3 days ago1 min read

GLP-1s are All the Rage - Let's Dig Into That

GLP-1s are All the Rage - Let's Dig Into That

GLP-1s are All the Rage - Let's Dig Into That

Biotech & Healthcare

Jonathan Poyer

3 days ago2 min read

Lilly (LLY) Paying $2.9B for a Phase 1 Biotech Merida Biosciences

Lilly (LLY) Paying $2.9B for a Phase 1 Biotech Merida Biosciences

Lilly (LLY) Paying $2.9B for a Phase 1 Biotech Merida Biosciences

Biotech & Healthcare

Jonathan Poyer

3 days ago2 min read

When the Shock Absorber Stops Absorbing

When the Shock Absorber Stops Absorbing

When the Shock Absorber Stops Absorbing

Jonathan Poyer

5 days ago4 min read

What are the Medical & Investment Implication of Psychedelics

What are the Medical & Investment Implication of Psychedelics

What are the Medical & Investment Implication of Psychedelics

Biotech & Healthcare

Jonathan Poyer

5 days ago1 min read

Globus Medical (GMED) Adds AI to Its Surgical Ecosystem

Globus Medical (GMED) Adds AI to Its Surgical Ecosystem

Globus Medical (GMED) Adds AI to Its Surgical Ecosystem

Biotech & Healthcare

Jonathan Poyer

5 days ago1 min read

Synopsys (SNPS): AI Demand Is Showing Up in the Numbers

Synopsys (SNPS): AI Demand Is Showing Up in the Numbers

Synopsys (SNPS): AI Demand Is Showing Up in the Numbers

Biotech & Healthcare

Jonathan Poyer

Aug 281 min read

BioMarin (BMRN) Makes a $275 Million Bet on an Oral Treatment for Rare Bone Disease

BioMarin (BMRN) Makes a $275 Million Bet on an Oral Treatment for Rare Bone Disease

BioMarin (BMRN) Makes a $275 Million Bet on an Oral Treatment for Rare Bone Disease

Biotech & Healthcare

Jonathan Poyer

Aug 281 min read

Gilead (GILD): Don't Let a $(8.45) EPS Number Obscure a +10% Quarter

Gilead (GILD): Don't Let a $(8.45) EPS Number Obscure a +10% Quarter

Gilead (GILD): Don't Let a $(8.45) EPS Number Obscure a +10% Quarter

Biotech & Healthcare

Jonathan Poyer

Aug 271 min read

Argenx (ARGX) Looks Beyond FcRn with $2.2 Billion Acquisition of Forte Biosciences

Argenx (ARGX) Looks Beyond FcRn with $2.2 Billion Acquisition of Forte Biosciences

Argenx (ARGX) Looks Beyond FcRn with $2.2 Billion Acquisition of Forte Biosciences

Biotech & Healthcare

Jonathan Poyer

Aug 241 min read

Jazz Pharmaceuticals (JAZZ) Deepens Its Rare Epilepsy Pipeline with Actio Biosciences Acquisition

Jazz Pharmaceuticals (JAZZ) Deepens Its Rare Epilepsy Pipeline with Actio Biosciences Acquisition

Jazz Pharmaceuticals (JAZZ) Deepens Its Rare Epilepsy Pipeline with Actio Biosciences Acquisition

Biotech & Healthcare

Jonathan Poyer

Aug 241 min read

Ondas (ONDS) Adds More Manufacturing Muscle — and Another Company to Integrate

Ondas (ONDS) Adds More Manufacturing Muscle — and Another Company to Integrate

Ondas (ONDS) Adds More Manufacturing Muscle — and Another Company to Integrate

Robotics & Automation

Jonathan Poyer

Aug 241 min read

Red Cat (RCAT): The Growth Is Here. Now Comes the Execution Test.

Red Cat (RCAT): The Growth Is Here. Now Comes the Execution Test.

Red Cat (RCAT): The Growth Is Here. Now Comes the Execution Test.

Robotics & Automation

Jonathan Poyer

Aug 191 min read

Intuitive Surgical (ISRG) Q2: Strong Growth, but Can It Sustain the Pace?

Intuitive Surgical (ISRG) Q2: Strong Growth, but Can It Sustain the Pace?

Intuitive Surgical (ISRG) Q2: Strong Growth, but Can It Sustain the Pace?

Biotech & Healthcare

Jonathan Poyer

Aug 141 min read

Ondas (ONDS) Q2: Explosive Growth Meets a Much Bigger Cost Structure

Ondas (ONDS) Q2: Explosive Growth Meets a Much Bigger Cost Structure

Ondas (ONDS) Q2: Explosive Growth Meets a Much Bigger Cost Structure

Robotics & Automation

Jonathan Poyer

Aug 142 min read

Stereotaxis (STXS) Q2: Weak Headline Revenue, but Signs of a Commercial Inflection

Stereotaxis (STXS) Q2: Weak Headline Revenue, but Signs of a Commercial Inflection

Stereotaxis (STXS) Q2: Weak Headline Revenue, but Signs of a Commercial Inflection

Robotics & Automation

Jonathan Poyer

Aug 142 min read

A Halfway Look at Housing with Graphs and Charts - Mortgage Rates are Not Helping Homebuyers

A Halfway Look at Housing with Graphs and Charts - Mortgage Rates are Not Helping Homebuyers

A Halfway Look at Housing with Graphs and Charts - Mortgage Rates are Not Helping Homebuyers

Jonathan Poyer

Aug 112 min read

Palladyne AI (PDYN): Revenue Jumps 470% as Defense Backlog Builds

Palladyne AI (PDYN): Revenue Jumps 470% as Defense Backlog Builds

Palladyne AI (PDYN): Revenue Jumps 470% as Defense Backlog Builds

Robotics & Automation

Jonathan Poyer

Aug 72 min read

SoundHound AI (SOUN): Record Revenue as Agentic AI Gains Traction

SoundHound AI (SOUN): Record Revenue as Agentic AI Gains Traction

SoundHound AI (SOUN): Record Revenue as Agentic AI Gains Traction

Robotics & Automation

Jonathan Poyer

Aug 72 min read

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