Are Biotechnologies heading towards a zero-shot future? Key insights from the CEO of Generate:Biomedicines

We kicked off our AI Transforming Industries series last week. We had a fantastic conversation with Mike Nally, CEO of Generate:Biomedicines on how AI is reshaping biotech and drug discovery.

Novartis AG: 1 director

A director at Novartis AG sold 137,500 shares at 95.102CHF and the significance rating of the trade was 100/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. The names of board ...

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 06/02/2025

Growth in Public Cloud: Where from? What’s next?

Growth in Public Cloud reaccelerated, in line with our expectations, and, if anything, even stronger than we thought, and shifting fast, with AI representing an increasing share of public cloud growth, and with the fast-growing crowd of native AI start-ups becoming a meaningful segment. We gathered all the initial datapoints at hand and looked at all angles we could, to provide a first perspective of how public cloud is growing today and where it is headed next.

VZ/FYBR Faces California Trump Transaction Trap

The VZ/FYBR deal obtained approval from the FCC by providing a letter modifying its DEI efforts. That letter, however, has raised issues with the California Public Utilities Commission (CPUC), which also must approve the deal. In this note we analyze the interplay of the demands of the FCC and CPUC and how we think the situation may be resolved.

Indian Telcos Q4 FY25 review: Stay constructive

India’s mobile sector sustained mid-teen growth again, though we expect a slowdown to high single digits from 2QFY25 onwards once last July’s tariff increase is lapped. Margin expansion remains a theme too. We stay constructive on India with Bharti Airtel as our preferred pick, but would continue to see Singtel as having more upside.