The quantum computing domain continues to be one of the most rapidly evolving areas of emerging technologies, with many players racing to achieve the full spectrum of commercial viability in quantum computing.Uttam is a growth-oriented investment analyst whose equity research primarily focuses on the technology sector. Semiconductors, Artificial Intelligence and Cloud software are some of the key sectors that are regularly researched and published by him. His research also focuses on other areas such as Med ...

Company Overview - Arcutis is a dermatology-focused biotechnology company founded over 9 years ago to address the lack of innovation in the dermatology pipeline [2] - The company's lead product, ZORYVE, is a topical PDE4 inhibitor that is currently marketed and has three different formulations approved for four diseases [2] Product Details - ZORYVE includes a cream and foam formulation for plaque psoriasis, a foam for seborrheic dermatitis, and a different cream for atopic dermatitis [2] - The company anticipates approval for an expansion of the label in atopic dermatitis in October and is conducting a study for further label expansion [3] - Arcutis is nearing the filing for a label expansion for plaque psoriasis targeting additional patient populations [3]

Company Overview - Cogent Biosciences is focused on the discovery, development, and commercialization of targeted therapies for patients with rare genetically driven diseases [2] - The company's lead asset is bezuclastinib, a selective potent KIT inhibitor aimed at treating diseases driven by mutations in the KIT gene [3] Product and Clinical Trials - Bezuclastinib targets patients with mastocytosis, which is divided into advanced and non-advanced forms, as well as gastrointestinal stromal tumors [3] - The company has initiated pivotal studies across three patient populations, with the SUMMIT study being the first to report positive data in the non-advanced systemic mastocytosis population [4] - The SUMMIT study results indicate the potency and favorable safety profile of bezuclastinib [4]

Core Viewpoint - Skyward Specialty announced the acquisition of Apollo, indicating a strategic move to enhance its market position and capabilities in the industry [2]. Group 1: Acquisition Details - The acquisition of Apollo was discussed during a webcast, highlighting the involvement of key executives from both companies [2]. - Andrew Robinson, Chairman and CEO of Skyward Specialty, and Mark Haushill, CFO, provided prepared remarks regarding the acquisition [2]. Group 2: Executive Participation - The call featured participation from David Ibeson, CEO of Apollo, who joined from London, emphasizing the collaborative nature of the acquisition process [2]. - The webcast format allowed for a structured presentation followed by a Q&A session, facilitating direct communication with stakeholders [2].

Market Overview - The MASH (Metabolic Associated Steatotic Hepatitis) space is experiencing significant growth due to recent regulatory approvals of two drugs for treatment, addressing a substantial unmet medical need [2] - The approval of Rezdiffra last year and the recent approval of sema are expected to enhance market expansion and increase diagnosis rates among MASH patients [2] Patient Impact - There are millions of MASH patients, but a large majority remain undiagnosed and untreated, indicating a critical opportunity for market growth and patient care improvement [2]

The company is reporting slowing growth and guiding for an even larger slowdown this quarter.Shares of The Trade Desk (TTD -1.03%) fell by a sharp 37.1% in August, according to data from S&P Global Market Intelligence. As of this writing on Sept. 3, The Trade Desk is down 55% this year and in the middle of its worst price drawdown ever.Investors are concerned about slowing revenue growth for this advertising innovator, which has previously traded at a premium valuation. Here's why The Trade Desk slipped yet ...

Core Viewpoint - Enphase Energy is identified as one of the worst-performing stocks in September over the past decade, with historical data indicating a consistent underperformance during this month [1]. Performance Analysis - Enphase Energy (NASDAQ:ENPH) has recorded losses in September for eight of the last ten years, averaging a 5% decline [2]. - The stock has struggled to recover from a five-year low of $29.89 reached on August 6, with a current trading price of $37.57, reflecting a year-to-date decline of 45.4% [3]. Market Sentiment - The stock's performance is further pressured by negative sentiment in the solar sector, exacerbated by criticism from President Trump regarding solar and wind projects, which he blamed for high electricity costs [2]. - The EV charging segment of Enphase's business has not provided significant growth support, contributing to the overall negative outlook [2]. - An increase in options trading activity, with a call/put volume ratio of 2.65, suggests a potential unwinding of optimism among traders, which could lead to further declines in the stock price [5].

Core Insights - SEGG Media Corporation is reintroducing the Lottery.com brand to the U.S. lottery market, launching a nationwide lottery rewards program and becoming an official affiliate partner of state-operated iLottery programs in Pennsylvania, Virginia, and Michigan [1][2]. Industry Overview - Over 143 million Americans purchase lottery tickets annually, with iLottery being the fastest-growing segment in the industry. The Kentucky Lottery reported $671 million in sales from its iLottery program in 2024, accounting for 31% of overall sales, and projects a 26% growth in iLottery sales for 2025 [3]. Company Initiatives - The nationwide lottery rewards program aims to benefit both players and authorized retailers, allowing players to earn exclusive rewards and creating engagement opportunities for retailers [4]. - The rewards program will be rolled out in phases starting later this year, with details on participating states and retailers to be announced soon [5].

PresentationGood morning, everyone. I see a few familiar faces here. So I'm Asiya Merchant, I work for Citi Research. I cover the tech hardware, tech supply chain stocks. Really happy to have Seagate CFO here, Gianluca. We -- this is an open fireside chat. So we do have a set of questions. However, if investors do have questions, I'll allow some time for that. Please do raise your hand, so we can bring the mic to you. So that will enable it to be webcasted efficiently. So before I kick off with some questio ...

Core Viewpoint - Meta Platforms (NASDAQ: META) has shown strong performance, outperforming the S&P 500 index, indicating it is a compelling investment opportunity [1]. Group 1: Company Performance - The stock of Meta Platforms has aged well since the previous bullish thesis, demonstrating significant outperformance compared to the S&P 500 index [1]. Group 2: Analyst Background - The analyst has over a decade of experience in finance, particularly in the oilfield and real estate industries, and has led complex due diligence and M&A transactions [1]. - The analyst has developed a keen interest in equity research and currently provides services for a Dubai-based family office with over $20 million in assets under management [1]. - The analyst emphasizes the ability to analyze financial statements, evaluate market trends, and identify growth drivers across various industries [1].