Record Smartphone Slump Ahead: Shipments Hit Lowest Since 2013 Amid Chip Chaos
Global smartphone shipments plunge 12-13% in 2026—the worst drop ever—due to AI-driven memory chip shortages pushing prices sky-high, per IDC & Counterpoint.
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GoPro Scores Major Patent Win: Insta360 Faces U.S. Import Ban, Ambarella Stock Plunges
GoPro wins big in patent dispute with Insta360, leading to U.S. import bans. Ambarella stock drops 17% as key customer hit; GoPro shares rise 8%.
Analyst Bullish on Pelthos Therapeutics: Big Potential in Skin Treatment
Piper Sandler starts coverage on Pelthos Therapeutics with Overweight rating and $48 price target, highlighting ZELSUVMI as a promising new treatment for common viral skin infection molluscum contagiosum with peak U.S. sales potentially over $200M.
Higher-Than-Expected: Roche Axelios Pricing Gives Illumina Breathing Room
TD Cowen notes Roche's $150 per genome consumables price for its new Axelios nanopore sequencer came in higher than expected, offering short-term relief to Illumina's market position.
Nike Faces Tough Times in China: BNP Paribas Warning
BNP Paribas highlights ongoing weakness for Nike in China after retailer Pou Sheng's profit alert, questions unusual Q3 earnings timing, and keeps Underperform rating—while Adidas shows strength.
Rocket Lab 2025 Recap: Revenue Records, Key Acquisitions, Neutron Timeline Shift
Rocket Lab crushed it in Q4 2025: record $180M revenue, $1.85B backlog (+73%), acquired NZ's Precision Components for more manufacturing power, signed 4 more BlackSky launches. Neutron first flight now Q4 2026 due to tank test issue.