Key Takeaways AI-related valuations in 2025 are drawing comparisons to previous economic bubbles, particularly the dot-com era, due to speculative investments and inflated expectations. Despite AI’s long-term potential, short-term adoption...
Key Takeaways Western Union insiders, including the CEO and CFO, have made significant open-market share purchases, suggesting a vote of confidence amid long-term underperformance. The stock trades near multi-year lows...
Key Takeaways The median age of first-time homebuyers in the US reached 38 in 2025—a historic high. Affordability pressures have reduced first-time buyer participation to 24% of the market, a...
Key Takeaways AI sector investments are soaring, with projected capex from major tech companies surpassing $300 billion, raising concerns of overvaluation and a potential bubble. Monetization remains elusive for many...
Key Takeaways Alphabet’s AI positioning is bolstered by vast proprietary data, efficient in-house hardware (TPUs), and existing monetisation channels via advertising. While AI infrastructure spending across the industry approaches bubble-like...
Key Takeaways Companies are raising fiscal year 2026 guidance while remaining cautious about near-term quarters, signalling expectations for delayed but robust recovery. Upward revisions include notable increases in earnings per...
Key Takeaways The Federal Reserve may reduce interest rates in 2025 while maintaining a somewhat restrictive stance to balance growth against inflation risks. Despite potential rate cuts, benchmark rates are...
Key Takeaways MongoDB Atlas revenue grew 29% year-over-year in Q2 2026, comprising 74% of total company revenue. Enterprise client growth reached 35%, driven by demand in AI-intensive sectors such as...
Key Takeaways BlackBerry’s QNX OS for Safety is now fully integrated into NVIDIA’s DRIVE AGX Thor development kit, enhancing safety and performance in autonomous vehicle systems. The partnership combines QNX’s...
Key Takeaways Analysts increasingly compare the current AI investment surge to past bubbles, with tech stocks displaying signs of overvaluation and volatility. Capital spending by leading firms on AI infrastructure...
