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Healthcare & Pharma Mid-Year Review: 2025 Earnings Analysis
Introduction The first half of 2025 has been a defining period for the global healthcare industry, characterized by a widening gap between high-growth innovators and cost-pressured payers. Pharmaceutical leaders continue to post exceptional results, driven by breakthrough therapies and expanding treatment portfolios, while insurers and healthcare providers face mounting challenges from rising medical expenses and shifting reimbursement dynamics. The result is a sector marked
7 min read


Semiconductor Earnings: All-In on AI
Introduction The technology and semiconductor industry has just concluded another transformative earnings season, revealing a landscape almost entirely reshaped by the insatiable demand for Artificial Intelligence. From data centers to edge computing, the race to build, power, and enable AI has driven record revenues and aggressive strategic pivots. This report reviews the recent quarterly performances of six critical players at the heart of this boom: NVIDIA, AMD, Qualcomm,
11 min read
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