IQVIA Just Posted Record Bookings and Raised Guidance — the Data Engine Behind Big Pharma
IQVIA beat on earnings, raised its full-year guidance, and booked a record $3.15 billion of new research work. The data-and-research engine behind the drug industry just had one of its cleanest quarters in years. Most investors have never heard of $IQV, yet it sits at the center of how nearly every new medicine gets developed, […]
Seagate Is Quietly Winning the AI Boom — Record Cash Flow and Blockbuster Guidance
Seagate grew revenue 48%, posted record free cash flow, and guided well above Wall Street’s expectations. The company that makes the hard drives storing the world’s data is turning out to be one of the quieter, cleaner ways to play the AI boom. The AI story is usually told through chips. But every model, every […]