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Memory, AI & Commercial AI: What’s Fueling Top NASDAQ Performers This Year

In 2025, several NASDAQ-listed companies have delivered high year-to-date returns. Many draw strength from AI, cloud, memory/semi-equipment, or commercial software platforms. Below are recent financial updates for two of the leading names (Palantir, Micron), visible performance rankings, and key trends to observe.

Team Kalkine | 22 September 2025

What’s Fueling the Dow’s Best in 2025: Earnings, Rate Environment, and Sector Rotation

Through mid-September 2025, several Dow Jones components have significantly outperformed their peers. Performance has been shaped by a mix of macroeconomic trends—including interest rates, sector‐specific demand (for example in finance, technology, and industrials), and regulatory or trade headwinds. Below are several companies that have …

Team Kalkine | 22 September 2025

AI, Cloud, and Semiconductors Drive NASDAQ Technology Stocks in 2025

The year 2025 is shaping into a defining period for technology companies listed on the NASDAQ. Artificial intelligence, cloud computing, cybersecurity, and semiconductors remain at the forefront of revenue growth and capital allocation. With corporate earnings from the second quarter of 2025 and early …

Team Kalkine | 22 September 2025

Regeneron (NASDAQ: REGN) and Sanofi (NASDAQ: SNY) Receive Positive CHMP Opinion for Dupixent in CSU

Regeneron Pharmaceuticals, Inc. (NASDAQ: REGN) and Sanofi (NASDAQ: SNY | EURONEXT: SAN) announced that the European Medicines Agency’s Committee for Medicinal Products for Human Use (CHMP) has issued a positive opinion recommending approval of Dupixent® (dupilumab) in the European Union for the treatment of …

Team Kalkine | 22 September 2025

TransMedics (Nasdaq: TMDX) Expands Organ Transport Network in Italy with Mercedes-Benz Collaboration

TransMedics Group, Inc. (Nasdaq:TMDX), a medical technology company focused on organ transplant therapy, announced a strategic collaboration with Mercedes-Benz Group AG to introduce a fleet of purpose-built Mercedes-Benz V-Class vehicles dedicated to organ transportation across Italy. This initiative aligns with TransMedics’ plan to replicate …

Team Kalkine | 22 September 2025

Pearson (NYSE: PSO) Stock Downgraded to “Hold” Rating by Wall Street Zen

Wall Street Zen downgraded shares of Pearson plc (NYSE:PSO) from a “Buy” rating to a “Hold” rating in a research note issued on Saturday. The revision comes amid recent mixed analyst coverage, with some firms maintaining more cautious positions while others have upgraded the …

Team Kalkine | 22 September 2025

Weekly Market Wrap: Fed Cuts, Record Highs, Commodities Swings, and TikTok Deal Progress

Last week, the Dow rose 1.05%, the S&P 500 climbed 1.22%, and the Nasdaq Composite jumped 2.21%, with all three indexes reaching new record highs. The rally was driven by the Fed’s expected 25-basis-point rate cut—its first since December—along with signals of two more …

Team Kalkine | 22 September 2025

Daily Market Snapshot: Fed Easing Shapes Equities, Commodities, and Yields

U.S. stocks rose Thursday, with the Dow up 0.27%, the S&P 500 gaining 0.48%, and the Nasdaq climbing 0.94%, driven by strength in technology, industrials, and communication services. Intel surged 23% after Nvidia announced a $5 billion chip partnership, lifting Nvidia 3.5%, while Palantir, …

Team Kalkine | 19 September 2025

Skye Bioscience (Nasdaq:SKYE) Reports Phase 1b Nimacimab Results in MASLD Patients

Skye Bioscience, Inc. (Nasdaq:SKYE), a clinical-stage biotechnology company developing therapies for obesity and metabolic health disorders, presented results from its Phase 1b study of nimacimab at the European Association for the Study of Diabetes (EASD) Annual Meeting. The trial evaluated nimacimab in subjects with …

Team Kalkine | 19 September 2025

CytomX Therapeutics (NASDAQ: CTMX) Stock Rating Upgraded by Barclays

CytomX Therapeutics, Inc. (NASDAQ:CTMX), an oncology-focused biopharmaceutical company, received an upgrade from Barclays research analysts, moving its rating to "strong-buy,". This marks the latest in a series of analyst actions on the stock.

Aditi Sarkar | 19 September 2025
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