Search Revenue Soars 12% YoY in Q2, Driven by AI...
The search engine market, often written off as a relic under threat from generative AI, continues to defy expectations with robust revenue growth and rising user engagement in 2025. Far...
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Cloud Computing Market Set for £1.5 Trillion Valuation by 2030...
Key Takeaways The global cloud computing market is projected to exceed £1.5 trillion by 2030, driven by a compound annual growth rate (CAGR) of approximately 17%. Amazon Web Services (AWS),...
Alphabet $GOOG reports 14% revenue growth in Q2 2025, potential...
Key Takeaways Despite a $2.3 trillion market capitalisation and 14% year-on-year revenue growth in Q2 2025, Alphabet may be undervalued compared to its peers. Google Cloud is a primary growth...
Margins Stabilise: Gross Just Below 40%, Net Above 20% –...
Key Takeaways Stabilising Margins: Corporate profitability metrics show signs of stabilising in 2025, with gross margins around 40% and net margins above 20%, suggesting a potential recovery from previous declines....
US Tariff Revenues Hit Record, June Surplus of $27B Spurs...
Key Takeaways The US federal budget recorded an unexpected surplus of 27 billion dollars in June 2025, the first monthly surplus since 2017. The surplus was primarily driven by a...
US teens’ app usage: YouTube leads with 90% in 2025;...
Key Takeaways YouTube remains the most dominant platform for US teens with 90% usage, followed by TikTok (63%), Instagram (61%), and Snapchat (55%). Sustained high engagement directly fuels advertising revenue...
US Health Costs Exceeding Groceries Raise Investor Concerns Over Economic...
The financial strain of health care on American households has reached a point where it eclipses other fundamental expenses, a trend that demands scrutiny given its implications for economic stability...
Centene $CNC Reverses 17% Loss, Trades Green Amid Investor Reassurances
The health insurance sector is grappling with significant challenges in 2025, and Centene Corporation (NYSE: CNC) finds itself at the forefront of investor scrutiny. The company’s recent withdrawal of its...
$NVDA Investment Thesis: Riding the AI Wave to £1,200
NVIDIA continues to dominate the GPU market, crucial for AI advancements and gaming innovations. With a robust software ecosystem and strategic AI focus, the company is well-positioned for long-term growth....
Alphabet $GOOGL set to exceed $100B net income in 2025...
Key Takeaways Alphabet is on track to potentially surpass $100 billion in annual net income for the second consecutive year, driven by strong performance in its Services and Cloud segments....
