Credo Technology has pivoted from a high-growth tale to a profitable powerhouse, achieving its first GAAP net income recently. Known for its Active Electrical Cables, crucial for AI data centres,...
UnitedHealth Group's recent valuation is intriguing, with its shares trading at a notable discount due to market overreaction to a cyberattack and regulatory concerns. Despite a headline net loss, the...
Alibaba finds itself manoeuvring a complex strategic landscape, poised between delivering shareholder returns and pouring investments into defending its market share and expanding AI services. The cloud segment shows promising...
Perplexity is venturing beyond its "answer engine" roots with the launch of Comet, an AI-powered browser aiming to redefine web navigation and challenge Chrome's supremacy. This strategic gamble targets high-value...
Rocket Lab’s ambitious pivot from a niche launch provider to a vertically integrated space powerhouse is underscored by the development of the Neutron rocket, a strategic gamble aimed at competing...
The potential departure of Linda Yaccarino as CEO could unravel X's delicate financial recovery, signalling a critical juncture for the company's strategic direction. Investors face a gripping dilemma: embrace the...
Speculation swirls around Shopify potentially partnering with Nebius AI, highlighting a strategic pivot towards proprietary AI infrastructure. This rumoured move could help Shopify sidestep the hefty costs and platform lock-in...
Can Amazon really hit a monumental $10 trillion valuation? To do so, it must transform free cash flow dynamics, sustain robust double-digit growth, and successfully venture into new billion-dollar markets....
SoFi Technologies has transformed its approach from relentless growth to achieving sustainable profitability, thanks in part to its AI assistant, Konecta. This innovation has significantly improved operating leverage, decreasing non-interest...
Arm Holdings has made a transformative leap in the data centre arena, boasting a 14-fold increase in customers since 2021, driven by the skyrocketing demands of AI. As giants like...
