Key Takeaways Federal Reserve faces mounting pressure to lower interest rates amidst economic slowdown and intensifying political scrutiny. Despite economic cooling signals, the Fed remains cautious, citing historic risks associated...
Key Takeaways President Trump’s deployment of 800 National Guard troops to Washington DC marks an unusual federal intervention in municipal policing, raising constitutional and market concerns. Investors are increasingly focused...
Key Takeaways The S&P 500 reached new record highs in August 2025, driven by robust earnings in AI and digital assets sectors. CoreWeave raised its 2025 revenue guidance, citing strong...
Key Takeaways The United States controls 69 per cent of global AI computing power as of mid-2025, positioning it as the dominant force in the AI race. This lead is...
CoreWeave’s updated 2025 revenue guidance surpasses expectations, reflecting strong demand for AI infrastructure services. The company’s EBIT projections, however, fall short of analyst consensus, suggesting margin compression amid rising expenses....
Key Takeaways The S&P 500 recorded its 16th all-time closing high in 2025, reflecting strong corporate earnings and economic momentum. Growth in non-Magnificent Seven stocks and robust tech sector earnings...
Key Takeaways Zeta Global achieves a net revenue retention rate of 114%, indicating strong client expansion and platform stickiness without relying on subscription models. Its AI-driven, full-stack marketing platform facilitates...
Key Takeaways Salesforce’s growth has moderated, but profitability and cash flow are improving markedly. AI integration through Einstein enhances, rather than threatens, Salesforce’s core CRM offerings. Net retention remains above...
Key Takeaways Zeta Global boasts a 114% net revenue retention rate, signalling strong customer loyalty and spend expansion within a highly competitive martech landscape. Q2 2025 revenue rose 35% year-over-year...
Key Takeaways Adobe and Salesforce are leveraging AI to enhance, not replace, their core platforms – reinforcing rather than weakening their market positions. Valuation metrics suggest both firms may currently...
