Axum Holdings Research Division — October 27, 2025 Ready for liftoff: Rocket Lab is lighting up the investing world in 2025.  The public competitor to SpaceX has surged 150% year-to-date, stoking Wall Street's excitement and drawing bullish calls from Morgan Stanley, Baird, and CNBC’s Jim Cramer. Why? A flood of new launch contracts, sector-defining partnerships, and the imminent debut of its Neutron rocket have analysts calling Rocket Lab “SpaceX 2.0.” [1] [2] [3] This repor

October 24, 2025 Axum Holdings Investment Research Division Markets roared higher on October 24, 2025, after fresh inflation data signaled that price pressures are finally cooling, giving investors renewed confidence that equities could finish the year on a strong note. The Dow Jones Industrial Average jumped over 500 points to all-time highs, the S&P 500 broke through the 6,800 mark for the first time, and the Nasdaq rallied nearly 300 points as market optimism swept across

Executive Summary The healthcare industry stands at a critical inflection point where technological innovation, particularly artificial intelligence, is emerging as the primary lever for margin expansion in a sector beset by rising costs and reimbursement pressures. As hospitals struggle with operating margins averaging negative 4% in 2024 and Medicare Advantage insurers face unprecedented profitability challenges, the strategic deployment of AI technology is separating indus

October 23, 2025 Axum Holdings Investment Research Division Tesla's third-quarter 2025 earnings call on October 22nd delivered a mixed financial performance but provided compelling insights into the company's strategic pivot toward artificial intelligence, autonomous vehicles, and robotics. While profitability faced headwinds, CEO Elon Musk painted a vision of Tesla as a comprehensive AI and energy company rather than a traditional automaker. Financial Performance: Record Rev

Explore Axum Holdings’ definitive new research report, "The AI Divide: Understanding the Growing Global Technology Gap and Its Investment Implications," now available for download. As artificial intelligence propels seismic shifts across markets, Axum’s Investment Research Division brings clarity to one of the decade’s most consequential trends: the widening divide between nations, industries, and people who can harness AI—and those at risk of being left behind. This report

The global cloud computing landscape is undergoing one of the most transformative power shifts in a decade. Even as Amazon Web Services (AWS) maintains its position as the market leader with roughly 30 percent global share, its once-uncontested dominance is increasingly challenged by the accelerating rise of Microsoft Azure and Google Cloud. Over the past five years, AWS’s share has edged downward while Azure and Google have captured steady gains, fueled by enterprise digitiz

Research Report | October 2025 Axum Group of Companies - Investment Research Division After three years of relentless doom-and-gloom headlines about empty towers and collapsing valuations, something unexpected is happening in North America's office market: signs of genuine recovery. Interest rates are falling, hybrid work patterns have stabilized, and tenants—from tech giants to financial institutions—are signing long-term leases again. The bloodied office sector, once writte

Research Report | October 2025 Axum Group of Companies - Investment Research Division The artificial intelligence revolution faces a fundamental constraint that most investors overlook: electricity. While semiconductor stocks have captured headlines, a more profound transformation is occurring in the energy sector as data centers powering AI threaten to reshape North American power grids and create unprecedented investment opportunities for utility companies. The Scale of the

Research Report | October 2025 Axum Group of Companies - Investment Research Division K ey Takeaways TransAlta Corporation (NYSE: TAC, TSX: TA) presents a compelling investment opportunity for those seeking exposure to the explosive growth in data center power demand driven by artificial intelligence. 📈 Stock Performance Highlights: +107% return over 2 years (from ~$8.25 to $17.05) +66% return in the past year Trading near 52-week high of $17.69 Analyst consensus: BUY wi