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Roche’s VENTANA HER2 (4B5) test received CE-IVDR approval for expanded use in breast and biliary tract cancers. It’s the first companion diagnostic to identify HR-positive metastatic breast cancer patients with HER2-ultralow expression potentially eligible for ENHERTU treatment. It’s also approved to identify previously-treated, unresectable or metastatic HER2-positive biliary tract cancer (BTC) patients who may be eligible for ZIIHERA. This strengthens Roche’s position in personalized cancer treatment, offering more targeted options for patients.

Micron Technology is investing $200 billion in US semiconductor manufacturing and R&D, creating 90,000 jobs. As part of the White House initiative, Micron commits to empowering 40,000 learners and educators in AI through educational programs, mentorship, and resources. This supports advancing AI education to address a skills gap. Micron, the only US memory manufacturer, is strategically positioned in the AI revolution.

Salesforce has announced its first quarterly dividend program, signaling confidence in its financial stability and future growth. The decision marks a shift from solely focusing on growth through reinvestment and acquisition to rewarding shareholders. Analysts view this as a sign of maturity and financial discipline, reflecting Salesforce’s recurring revenue allowing for both growth funding and shareholder returns. The company faces increasing competition and must balance dividend payouts with maintaining its competitive edge and R&D spending in the long run.

Silvercorp Metals Inc. (SVM) has filed a base shelf prospectus allowing it to offer up to $400 million USD in securities (common/preferred shares, debt, etc.) over 25 months. While effective with Canadian and U.S. regulators, Silvercorp states there’s “no present intention” to immediately offer securities. This move provides financial flexibility for future opportunities, aligning with Silvercorp’s strategy of long-life mines, exploration, and potential M&A activity in a dynamic market. Future offerings would be detailed in prospectus supplements and depend on market conditions.

LGI Homes’ August 2025 closings offer insights into the housing market. Beyond raw numbers, analysis reveals influences of interest rates, consumer confidence, and regional economies. Comparing LGI’s performance to competitors like D.R. Horton and Lennar is vital. Technological advancements, including smart home features and BIM, and ESG factors impact sales. Geographic footprint and supply chain disruptions also play a role. These closings reflect macroeconomic trends, strategic decisions, and consumer preferences, shaping the housing market landscape. Investors should monitor upcoming data from LGIH for further evaluation.

VCI Global’s fintech subsidiary, Credilab, reported a US$35 million loan book with 53% year-over-year revenue growth for the year ending June 2025. The company’s non-performing loan ratio remains below 3%, attributed to its AI-driven credit assessment system. Credilab secured conditional approval for a full online lending license in Malaysia, targeting the country’s US$64 billion SME financing gap. The platform offers instant loans and flexible repayment options to Malaysia’s underserved SME sector.

HII, a leading defense technologies provider, announced the 2025 Compass Award recipients, recognizing five employees for their contributions to ethical conduct and compliance. This award, part of HII’s broader strategy to strengthen ethical behavior and risk management, underscores the importance of integrity in operations. EVP Paul Harris emphasized accountability and ethical leadership. HII’s commitment aims to improve investor confidence, secure government contracts, and maintain trust in a competitive market. The focus on compliance reduces risk and helps the company deliver defense capabilities effectively.

Ultralife Corporation (ULBI) secured a $5.2 million contract from the U.S. Defense Logistics Agency (DLA) to supply BA-5390 lithium manganese dioxide military batteries. Deliveries are scheduled throughout 2026, completing in early 2027. This follows a previous $9.9 million award in 2021. Ultralife’s CEO highlighted the battery’s long life, safety, and reliability in extreme conditions. Though smaller than the prior award, this contract ensures revenue visibility through 2027.

VirnetX received DD Form 2345 certifications for its Nevada and Utah facilities, marking a strategic shift towards serving the U.S. Department of Defense (DoD) and Intelligence Community (IC). This certification grants access to unclassified technical data vital for military and space applications, allowing VirnetX to pursue classified projects and government contracts. The move aligns with the DoD’s emphasis on zero-trust architecture and modernizing defense technology, positioning VirnetX as a key provider of secure communication and cyber threat intelligence solutions.

Goldman Sachs and T. Rowe Price are collaborating to expand access to public and private market investments, primarily targeting retirement and wealth channels. Goldman Sachs will invest up to $1 billion in T. Rowe Price common stock. The partnership will focus on co-branded target-date strategies, model portfolios, and multi-asset offerings, leveraging Goldman’s expertise in alternative investments and T. Rowe Price’s retirement leadership. The goal is to provide a broader range of investors, including individuals and advisors, with diversified investment solutions and personalized advice.