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Recent News
AI’s Net Effect on Jobs Is Positive, New Nomura Analysis Shows
The fear that artificial intelligence will trigger mass unemployment may be overstated. A fresh report from investment bank Nomura, released...
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 as investors digest...
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 full half-year report...
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 93 percent revenue...
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Atlassian’s €128.80 Spike: A Profitability Inflection Point Arrives Just as Growth Slows
The software maker that spent years convincing investors to look past red ink finally handed them a...
Amazon’s Three-Trillion-Dollar Moment: A Founder’s Exit, a $220 Billion Wager, and the Fine Print Behind the Record Numbers
The week Amazon's market capitalization first touched $3 trillion, Jeff Bezos quietly moved more than 1.2 million...
The AI Payoff Shifts: Airbnb, SpaceX, and Crypto Show Their Hand
Dear readers, Friday's jobs report was ugly enough to unsettle any market. Instead, the S&P 500 closed...
Novo Nordisk Faces a Harder Sell as Forecasts, Trials and Rivalry All Tighten
Novo Nordisk may have delivered a quarter that looked respectable on paper, but the market’s verdict was...