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Swift Ventures has launched an AI company index, the first systematic scoring system to identify public companies genuinely investing in AI technology. The index, which tracks around 90 companies, shows a remarkable 37% annual growth over three years, significantly outperforming major market indices. It highlights a stark talent gap, with only 200 public companies having over 1% of their workforce in AI roles, emphasizing the need for real investment in AI talent and infrastructure.
Leidos has been initiated with a Neutral rating by UBS, which set a price target of $182, citing a strong book-to-bill ratio and a solid growth trajectory despite expected slower growth in 2025. The company recently secured a $235 million contract to modernize the Organ Procurement and Transplant Network and reported a record adjusted EBITDA margin of 14.2% in Q3 2024, raising its revenue guidance for the year. Meanwhile, JPMorgan increased its price target to $205, reflecting strong performance in the Federal IT sector, particularly in Health & Civil services.
Rocket Lab achieved a milestone by launching two Electron rockets within 24 hours on November 24, marking the fastest turnaround in the company's history. The first launch, a suborbital mission for hypersonic testing, took place from Virginia, while the second successfully deployed five satellites for Kinéis from New Zealand. With these launches, Rocket Lab has completed 14 Electron missions this year, maintaining a revised target of 15 to 18 launches for 2023.
The healthcare consulting services market is projected to grow from $25.09 billion in 2023 to $48.08 billion by 2028, with a CAGR of 13.9%. Key drivers include digitalization, technology advancements, and trends like value-based care and healthcare consumerism, particularly in North America. Major players include Deloitte, McKinsey, and Optum, focusing on innovative solutions to enhance patient outcomes and operational efficiency.
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