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Recent News
Crypto’s Plumbing Upgrade, Berlin’s UniCredit Blockade, and the Machines That Pay Their Own Bills
Dear readers, Yesterday we wrote that the software layer was demanding its share of attention and capital — that the...
Palantir’s Perfection Problem and the $8 Billion Race for AI Software
Dear readers, On Friday we wrote that the AI trade was migrating from the application layer to the physical layer...
AbCellera Nears Key Catalyst as Pipeline Candidates Advance
Shares of AbCellera Biologics have been on a tear, climbing nearly 11% on Monday to €3.88 and pushing year-to-date gains...
From Algorithms to Amperes: The Physical Buildout Behind AI’s Boom
Dear readers, Yesterday we sorted Big Tech into three camps — companies converting infrastructure spending into cloud revenue, companies asking...
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Net Worth
Palantir’s $130 Million IRS Footprint and $32.5 Billion FAA Prize Set the Stage for a Make-or-Break Earnings Report
The data-analytics giant Palantir finds itself at a crossroads where booming government contracts and a punishing stock...
Novo Nordisk’s China Patent Pause and Washington Pivot Create a Split-Screen Reality
Novo Nordisk closed the week with a bang, its shares surging 6.7% to €35.16 on Friday. But...
POET Technologies Rides Marvell Wave into the AI Infrastructure Spotlight
The narrative around artificial intelligence is shifting from raw computing power to the speed at which data...
Renk Faces a Defining Moment: Record Orders Meet Cash Flow Reality
The Augsburg-based gearbox manufacturer Renk is heading into a pivotal week. On May 6, the company will...