Highlights
Recent News
The Cybersecurity Earnings Season Splits Winners From Pretenders
Dear readers, Yesterday we noted that software and cybersecurity were winning because their revenue doesn't hinge on the Fed's next...
Wearable Robotics Push Into New Terrain as Two Companies Prepare September Launches
The race to bring robotic body-assist devices to everyday users is accelerating, with two distinct product launches now set for...
Global Mining Crackdown Intensifies as Regulators Target Safety Failures
Mining regulators across multiple jurisdictions have escalated enforcement this week, with China targeting illegal extraction methods, Australia launching a new...
Lumentum’s Margin Milestone Sets Up a High-Stakes Debate on How Much Further Profitability Can Run
The optics maker's latest earnings report delivered a headline number that would have seemed unthinkable just a few quarters ago:...
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Net Worth
SAP’s Rally Builds on Three Pillars: Buybacks, Regulatory All-Clear, and a Cloud Backlog That Keeps Growing
The software giant's shares have staged a remarkable comeback over the past month, climbing nearly 30 percent...
Bajaj Mobility’s Overbought Rally Hangs on One August Date
The market's verdict on Bajaj Mobility's turnaround will arrive on August 27, when the company releases its...
Enterprise Software Seizes the AI Baton From the Chipmakers
Dear readers, Yesterday's letter left off with Palantir's stock up 38 percent on the back of a...
Bajaj Mobility’s Turnaround Bet: Insiders Buy, Traders Chase, and One Date Looms
The stock market has a way of pricing in good news before it's officially confirmed. For Bajaj...