Price: $180.64, Change: $-2.28, Percent Change: -1.25%
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Revolution Medicines' Cancer Drug Darax Seen Holding Lead Over Rivals, RBC Says
Revolution Medicines' (RVMD) cancer drug daraxonrasib is likely to keep its lead over emerging competitors, as some investors may be overstating the ability of rival treatments to match its performance, RBC Capital Markets said Tuesday in a report.RBC said its analysis suggests competing drugs are unlikely to show meaningful differences from daraxonrasib, setting a high bar ahead of upcoming data in pancreatic and lung cancer. Additional results in both diseases are expected to "converge on darax's profile," reinforcing its position, the report said.RBC said it would be a buyer of Revolution shares ahead of clinical updates from other companies, arguing that more data should highlight daraxonrasib's advantages and ease concerns about competition.Because daraxonrasib is expected to play a major role in treating pancreatic cancer, a rival drug would need to be clearly better and show a different safety and efficacy profile to take meaningful market share, the report said.RBC raised its price target on Revolution stock to $182 from $165 with a rating of outperform, speculative risk.Price: $155.68, Change: $-8.00, Percent Change: -4.89%
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Akamai, Nvidia Expand Partnership to Bring Zero Trust Security to AI Factories
Akamai Technologies (AKAM) is expanding its collaboration with Nvidia (NVDA) to bring Zero Trust security architecture to artificial intelligence factories, powering autonomous enterprise agents, the companies said Tuesday.The partnership will bring Akamai Guardicore Segmentation to the Nvidia Vera BlueField-4 STX storage architecture, which is powered by the Nvidia DOCA software platform, the companies said. The integration aims to protect data, context memory, and autonomous agents within enterprise AI infrastructure, the companies said.Akamai Guardicore Segmentation integrated with Nvidia BlueField and Nvidia DOCA is expected to be available in H2 to implement workload-aware segmentation, the companies said. The integration with the Nvidia Vera BlueField-4 STX platform is slated to launch on infrastructure partner platforms in H1 of 2027, according to a joint statement.Price: $161.86, Change: $+7.85, Percent Change: +5.10%
$AKAM$NVDA
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Voyager Technologies to Gain From Astrobotic Deal, NASA Moon Work, Wedbush Says
Voyager Technologies (VOYG) could be better placed for future moon-related contracts after its planned Astrobotic acquisition, with more NASA exposure, possible earnings gains in 2027, and faster growth as lunar activity increases later this decade, Wedbush said in a note Tuesday.Voyager agreed to buy Astrobotic Technology for about $300 million, including contingent payments, in a cash-and-stock deal expected to close in fiscal Q3, which adds landers, rovers, power systems, precision landing technology, and other tools that should help Voyager expand its lunar strategy, Wedbush said.Astrobotic's ties with the National Aeronautics and Space Administration, Defense Advanced Research Projects Agency, Astrolab, and other space and national security groups could help Voyager compete for more future work as NASA is expected to award more than a dozen landing missions in 2026 and support 73 lunar landings by 2032, creating more chances for Voyager to win business, according to the note.Wedbush added that the deal should widen Voyager's addressable market in lunar programs and complement its Max Space investment in expandable space habitats.Wedbush kept its outperform rating for Voyager and maintained its $60 price target.Price: $49.75, Change: $+2.26, Percent Change: +4.76%
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