Sources
Every revenue and cost link is backed by these sources. Media and primary filings in multiple languages are used together to cross-verify the same fact.
2549 sources
- ENStocktwitsHow WDC and STX became 2025 AI winners · research · Published 2026-01-012 links ↗
- ENMLQWDC 2026 HDD production sold out (AI datacenters) · news · Published 2026-01-013 links ↗
- ENAlphaStreetSeagate AI-storage capacity story (HAMR) · research · Published 2026-01-014 links ↗
- ENYahoo FinanceIllumina surging genomics consumables demand · research · Published 2026-01-010 links ↗
- ENIlluminaIllumina Billion Cell Atlas accelerates AI and drug discovery · news · Published 2026-01-012 links ↗
- ENFinimizeAbCellera stock jumped on pipeline confidence · research · Published 2026-01-010 links ↗
- ENSeeking AlphaTempus, a healthcare hyper-growth opportunity · research · Published 2026-01-011 links ↗
- ENYahoo FinanceTempus diagnostics and data arms drive growth (AZ foundation model) · news · Published 2026-01-013 links ↗
- ENKavoutRecursion, an AI drug-discovery powerhouse (23PB, BioHive-2) · research · Published 2026-01-013 links ↗
- ENAlphaStreetQuanta backlog and power-demand setup · research · Published 2026-01-012 links ↗
- ENCoinCentralMobileye EyeQ demand and robotaxi progress · news · Published 2026-01-011 links ↗
- ENNasdaqQuanta, biggest winner from datacenter power demand · news · Published 2026-01-016 links ↗
- ENHarian BasisNuScale drives the SMR renaissance · research · Published 2026-01-011 links ↗
- ENMordor IntelligenceSolar PV glass market (Xinyi Solar 30%) · analysis · Published 2025-12-311 links ↗
- KOETNewsGigabyte accelerates AI expansion; Giga Computing buys plant building · news · Published 2025-12-304 links ↗
- ENKED GlobalHanwha Aerospace seals $4 billion Chunmoo rocket deal with Poland · news · Published 2025-12-301 links ↗
- KOHerald EconomyHanwha Aerospace signs third Chunmoo contract with Poland worth over KRW 5 trillion · news · Published 2025-12-291 links ↗
- ENCodelcoCodelco and SQM form Nova Andino Litio, the joint venture for lithium in the Salar de Atacama · ir · Published 2025-12-272 links ↗
- KODealsitenepes rides the upcycle, structural fix still pending · news · Published 2025-12-251 links ↗
- KOTHE ELECLG Energy Solution sells Honda battery JV plant building for 4.2 trillion won · news · Published 2025-12-241 links ↗
- KONewsworkerEnchem signs 5-year, 350k-ton electrolyte supply deal with CATL (~KRW 1.5tn) · news · Published 2025-12-241 links ↗
- ENRTXRTX's Raytheon awarded $1.7 billion contract to deliver four Patriot fire units to Spain · news · Published 2025-12-231 links ↗
- ENIEEE ComSocAI datacenter fiber demand surges (Sumitomo et al.) · research · Published 2025-12-231 links ↗
- ENThe Globe and MailHowmet Aerospace to acquire CAM (Consolidated Aerospace Manufacturing) for $1.8B · news · Published 2025-12-221 links ↗
- KOAJU Business DailyHyundai Motor Securities lifts LigaChem target to KRW 240,000 on LCB84 upside · research · Published 2025-12-221 links ↗
- ENSEC EDGARSynopsys FY2025 annual report (10-K) · filing · Published 2025-12-2231 links ↗
- KOKorea Economic DailySamsung's quiet win: sweeping up Apple's memory orders · news · Published 2025-12-215 links ↗
- ENSpaceNewsSpace Development Agency awards $3.5 billion in contracts for missile-tracking satellites · news · Published 2025-12-191 links ↗
- KOHankyungNike beats on quarterly revenue but falls on Converse and China weakness · news · Published 2025-12-192 links ↗
- ENL3HarrisSpace Development Agency Awards L3Harris $843 Million Contract for Tracking Layer Satellites · ir · Published 2025-12-191 links ↗
- KOKorea Economic DailySurging satellite demand: Planet Labs up 4x · news · Published 2025-12-181 links ↗
- ENSEC EDGARBroadcom Form 10-K (FY2025, 2025-11-02) · filing · Published 2025-12-183 links ↗
- ENU.S. Securities and Exchange CommissionDeere & Company Form 10-K (fiscal year ended 2025-11-02) · filing · Published 2025-12-184 links ↗
- ENelectriveAESC opens Sunderland gigafactory, cells for the new Nissan Leaf (initial 15.8 GWh) · news · Published 2025-12-171 links ↗
- KONH Investment & SecuritiesEcopro Materials FY2026 return-to-profit outlook — new customers, nickel refining (NH Investment) · research · Published 2025-12-171 links ↗
- KONewsisDoosan Czech contract detail (NSSS KRW 4.93tn, turbines KRW 711bn) · news · Published 2025-12-161 links ↗
- ENUtility DiveFord, SK On dissolving BlueOval SK battery joint venture · news · Published 2025-12-161 links ↗
- KOETNewsDoosan signs KRW 5.6tn Czech nuclear main-equipment contract · news · Published 2025-12-161 links ↗
- ENConstellation ResearchCostco is approaching AI in a very Costco way · research · Published 2025-12-154 links ↗
- ENTrendForceTrendForce — MediaTek secures Google v7e/v8e TPU orders; 7x CoWoS request to TSMC · research · Published 2025-12-154 links ↗