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Accuray (NASDAQ: ARAY) bets on personalized cancer care with University of Wisconsin research alliance $ARAY

Accuray (NASDAQ: ARAY) bets on personalized cancer care with University of Accuray has deep radiotherapy science but weak market trust. Its Wisconsin pact tests whether innovation can still reset the ARAY story.

Babcock (LSE: BAB) absorbs Type 31 charge but keeps FY27 outlook intact $BAB.L

Babcock (LSE: BAB) absorbs Type 31 charge but keeps FY27 outlook intact Babcock’s Type 31 charge hurts profits, but cash flow and buybacks keep the turnaround alive. The ex*****on risk now moves to FY27.

Regeneron showed a PFS signal but missed the statistical bar. Keytruda remains the oncology benchmark investors still have to beat.
$REGN

Regeneron Pharmaceuticals’ LAG-3 gamble stumbles as Keytruda remains hard Regeneron showed a PFS signal but missed the statistical bar. Keytruda remains the oncology benchmark investors still have to beat.

EPACK Prefab (EPACKPEB) rebounds after FY26 earnings, but can prefab capacity expansion sustain investor confidence?

EPACK Prefab (EPACKPEB) rebounds after FY26 earnings, but can prefab EPACKPEB has growth, cash and orders. The bigger test is whether prefab capacity can turn India’s speed problem into durable earnings.

AI needs data centres, but capital needs liquidity. DayOne’s planned dual listing could test Singapore’s Nasdaq bridge at scale. $GDS

Why DayOne’s $5bn IPO plan could become Singapore’s biggest AI needs data centres, but capital needs liquidity. DayOne’s planned dual listing could test Singapore’s Nasdaq bridge at scale.

Prudential wants control in India, but must dilute ICICI Prudential Life. See why the Bharti Life deal tests control versus legacy scale. $PRU

Prudential’s $365m Bharti Life deal puts India insurance expansion at the Prudential wants control in India, but must dilute ICICI Prudential Life. See why the Bharti Life deal tests control versus legacy scale.

Australian Oil Company (ASX:AOK) pushes Surat Basin oil and gas restart as first Emu Apple revenue nears $AOK

Australian Oil Company (ASX:AOK) pushes Surat Basin oil and gas restart as Australian Oil Company has first oil revenue, but ASX:AOK still needs production scale. The Surat Basin test is now about ex*****on.

Munich Re (ETR: MUV2) trades 23% below 52-week high as reinsurance pricing softens into hurricane season $MUV2

Munich Re (ETR: MUV2) trades 23% below 52-week high as reinsurance pricing Munich Re beat Q1 by 57% and reaffirmed €6.3bn guidance. The stock is down 23%. The real question is whether softening renewal prices break the Ambition 2030 thesis.

Leidos (NYSE: LDOS) stock faces defence re-rating test as hypersonics and low-cost missile deals reshape growth story $LDOS

Leidos (NYSE: LDOS) stock faces defence re-rating test as hypersonics and Leidos has fresh missile catalysts, but LDOS still trades far below its high. The real test is whether production scale changes the story.

SpaceX may test IPO history. BlackRock’s reported billions could decide whether private-market hype survives public scrutiny. $BLK

BlackRock could anchor SpaceX IPO demand as valuation talk reaches $1.75tn SpaceX may test IPO history. BlackRock’s reported billions could decide whether private-market hype survives public scrutiny.