Highlights
Recent News
Telekom’s Content Gamble and Copper Exit: Two Bets on the Same Cashflow Engine
The Deutsche Telekom share has spent the past week oscillating between two very different narratives. On Thursday, the stock edged...
Infineon’s €225 Million Buyback Signals Confidence as Patent War and AI Demand Pull Shares in Opposite Directions
The gap between what a company's share price says and what its financial statements reveal can sometimes stretch to breaking...
Metallium’s Flash Joule Heating Platform Shows Its Range — But the Market Keeps Looking at the Chart
The disconnect between operational progress and share price performance at Metallium is becoming harder to ignore. On Thursday, the stock...
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...
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Net Worth
Navitas Semiconductor’s Legal Web Tightens as Patent Offensive Meets Counterclaims
The courtroom calendar at Navitas Semiconductor is starting to look as crowded as its product roadmap. The...
The Cash-Flow Premium: Fintech Holds, Consumer Goods Don’t
Dear readers, Yesterday's letter tracked capital rotating out of pure infrastructure plays and into software companies that...
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...
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...