1 Abroad shopping sprees are all set to leave your wallet a tad lighter, with effective customs duty on goods imported for personal use rising from 10% to 11%. Gifting an OMEGA Speedmas‑ ter Moonwatch CHRONO to your beloved for Val‑ entines, may now cost approximately Rs 8,000 more as compared to nearly Rs 8,04,384 earlier.2 Seventeen additional cancer drugs are now ex‑ empt from customs duty, giving new hope to patients. A box containing 20 doses of 15ml vial of Tremelimumab used to treat liver cancer pre‑ ...

Core Viewpoint - REGENXBIO Inc. is under investigation for potential violations of federal securities laws following the FDA's clinical holds on its RGX-111 and RGX-121 programs, which resulted in a significant decline in the company's share price by 30-35% [1]. Regulatory Compliance - Public companies are required to disclose material information to investors as per SEC disclosure rules, specifically through Form 8-K, which allows for the reporting of material events not covered by other items [2]. - Rule 10b-5 under the Securities Exchange Act of 1934 prohibits both material misstatements and omissions in securities transactions, emphasizing the need for complete and accurate disclosures [2]. Company Communication - During the Q3 2025 earnings call, CEO Curran Simpson highlighted positive regulatory interactions, noting that the FDA completed inspections with no observations, which may have created an asymmetric view of the company's regulatory status by not disclosing safety concerns being evaluated [3]. - The Q3 2025 earnings call transcript notably lacked any discussion regarding the RGX-111 program for MPS I, despite it being a significant pipeline asset that later faced the same FDA clinical hold, raising concerns about the completeness of information provided to shareholders [4].

Core Viewpoint - Bgin Blockchain Limited is under investigation for potential violations of federal securities laws following significant financial losses and changes in auditor engagement [1][2][3]. Financial Performance - Bgin Blockchain Limited reported a decline in total revenue of approximately $96 million for the six months ending June 30, 2025, compared to the previous year [2]. - The company's operating expenses surged by 582.8%, leading to a gross loss of $6.3 million, a stark contrast to the gross profit of $84.8 million reported in the prior year [2]. Auditor Engagement - On December 15, 2025, Bgin announced it would not renew its current auditor and instead approved the engagement of a new independent registered public accounting firm, effective December 12, 2025 [3]. - Following the announcement regarding the auditor change, Bgin's shares experienced a significant drop of over 59% on December 29, 2025 [3].

Core Viewpoint - There is a growing trend of comparing Advanced Micro Devices (AMD) and Nvidia Corp. (NVDA), which raises questions about the validity of such comparisons given the distinct differences between the two companies [1]. Group 1 - AMD and Nvidia are often compared, but the rationale behind these comparisons is unclear [1]. - The author emphasizes the need for a deeper understanding of each company's unique market position and business model [1].

Gold fell, following its biggest plunge in more than a decade, and silver extended a dramatic reversal of a record-breaking rally that ran too far, too fast.Spot gold fell as much as 6.3%, while silver plunged as much as 11.9% in Asian trading hours on Monday. The white metal swung sharply, at one point rising more than 3% before resuming a sharp decline. Its intraday loss in the previous session was the steepest on record.“This isn't over,” said Robert Gottlieb, a former precious metals trader at JPMorgan ...

Core Viewpoint - CrowdStrike offers a way to hedge investments in the AI sector while capitalizing on the growth of AI in cybersecurity, positioning itself as a strong investment opportunity amidst concerns of an AI bubble [1][2]. Company Overview - CrowdStrike is primarily a cybersecurity company, with its flagship product, Falcon, enhancing the effectiveness and usability of cybersecurity measures [3]. - Falcon integrates multiple cybersecurity functions, such as cloud security, data protection, and threat intelligence, into a single program, making it more cost-effective and user-friendly compared to traditional solutions [4]. Product Features - Falcon operates as a proactive defense mechanism, actively hunting for threats rather than merely serving as a passive shield [7]. - The cloud-native architecture of Falcon allows for collaborative defense across its network, improving its threat detection and response capabilities as more clients join [5]. Performance Metrics - Falcon detects breaches in an average of 4 minutes and achieves a 75% faster mean-time-to-respond (MTTR) compared to previous measures, resolving over 13 million threats annually [10]. - CrowdStrike's market cap is approximately $118 billion, with projected annual revenue nearing $3.8 billion for 2025, indicating robust growth akin to that of a start-up [11]. Financial Growth - For fiscal year 2025, CrowdStrike reported a 31% increase in revenue compared to fiscal 2024, with annual recurring revenue (ARR) growing by 23% [12]. - In Q3 2025, total revenues rose by 22% year-over-year to $1.2 billion, with ARR reaching $4.9 billion, also up 23% [12]. - Operating income increased by 32% to $265 million, with diluted earnings per share (EPS) rising by 26% and free cash flow growing by 28% to $296 million [13]. Market Potential - CrowdStrike anticipates its total addressable market (TAM) will expand from $140 billion in 2026 to $300 billion by the end of the decade, indicating significant growth potential [14]. - The company maintains a strong financial position with total debt of about $818 million against cash reserves of $4.8 billion, supporting continued growth [15]. Investment Appeal - CrowdStrike has outperformed the S&P 500 with a five-year annualized return of 18% compared to the S&P's 13%, and a 25% increase over the last 12 months against the S&P's 14% [15]. - The company presents an attractive option for investors looking to benefit from AI advancements in cybersecurity without directly investing in AI firms [16].

Core Viewpoint - Apollo Silver Corp. has been accepted into the U.S. Defense Industrial Base Consortium (DIBC), highlighting the strategic importance of U.S.-based critical mineral assets, particularly silver, barite, and zinc, in supporting national security and defense priorities [5][4]. Company Overview - Apollo Silver is advancing one of the largest undeveloped primary silver projects in the U.S., the Calico Project, which contains significant silver mineralization along with barite and zinc, classified as critical minerals essential for various industrial and defense applications [3][6]. - The company also holds an option on the Cinco de Mayo Project in Mexico, which features a major high-grade carbonate replacement deposit [6]. Industry Context - The DIBC focuses on enhancing the resilience and security of domestic critical mineral supply chains, which are vital for U.S. defense and industrial applications [2]. - Membership in the DIBC allows Apollo Silver to engage in federally sponsored initiatives related to the mining and processing of critical minerals, aligning with U.S. priorities on supply-chain security and industrial resilience [4][5].

Core Viewpoint - Apollo Silver Corp. has been accepted into the U.S. Defense Industrial Base Consortium (DIBC), which aims to enhance collaboration across industry, academia, and government to support U.S. defense and national security priorities [1][4]. Group 1: DIBC Membership - The DIBC focuses on strategic and critical materials essential to U.S. national security, including initiatives to improve the resilience and security of domestic critical mineral supply chains [2]. - As a member of the DIBC, Apollo Silver will engage in federally sponsored initiatives related to the mining and processing of critical minerals such as silver, zinc, and barite [4]. - The acceptance into the DIBC highlights the strategic importance of U.S.-based critical mineral assets, particularly silver, which was included in the USGS List of Critical Minerals in November 2025 [5]. Group 2: Company Projects - Apollo Silver's Calico Project hosts significant silver mineralization along with barite and zinc, which are classified as critical minerals and are vital for industrial, infrastructure, and defense applications [3]. - The company is advancing the second largest undeveloped primary silver project in the U.S., with the Calico Project recognized for its large, bulk minable silver deposit and significant barite and zinc credits [6]. - Apollo Silver also holds an option on the Cinco de Mayo Project in Chihuahua, Mexico, which features a major high-grade carbonate replacement deposit [6]. Group 3: Leadership and Strategy - The company is led by an experienced management team, positioning it to advance its assets and deliver value through exploration and development [6]. - The CEO of Apollo Silver emphasized the company's alignment with U.S. priorities focused on supply-chain security, industrial resilience, and national defense [5].

Group 1 - FUJIFILM Dimatix has launched the DMP-2850 S materials printer, an upgraded version of the DMP-2850, designed for researchers and universities, featuring improved hardware and software capabilities [1] - The DMP-2850 S supports micro-precision jetting for various functional fluids on multiple surfaces, including plastics, glass, ceramics, and flexible substrates [1] - Key enhancements include drop analysis for optimizing print head settings, a new print job feature for batching multiple jobs, and support for various file types such as BMP, JPEG, TIF, and PNG [1] Group 2 - The DMP-2850 S is equipped with FUJIFILM Dimatix's Samba-based print cartridge, utilizing Silicon MEMS processing for high-quality printing [1] - The integrated computer runs on Microsoft Windows 10 IoT Enterprise LTSC and features a more powerful CPU and dual USB ports for data transfer [1] - The printer is now available for shipping to customers, indicating a readiness for market deployment [1]

India announced measures to invest nearly $133 billion to turbocharge its infrastructure overhaul and boost manufacturing for sectors from textiles to electronic components in its federal budget. It also raised taxes on equity futures to curb speculative trading.The nearly 90-minute long speech by India's Finance Minister Nirmala Sitharaman on Sunday seeks to protect the economy at a time of global uncertainty and continuing 50% US tariffs while the trade deal with the country remains elusive. India's small ...