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...
Key Takeaways China aims to triple its AI chip output by 2026, leveraging state-supported manufacturers like Huawei and SMIC. The push is a direct response to US export restrictions and...
Key Takeaways The United States has imposed 50% tariffs on key Indian exports effective 27 August 2025, escalating geopolitical trade tensions. India’s textile, gems, seafood, and chemicals sectors are most...
Key Takeaways Options trading activity for Opendoor Technologies surged by over 28% above its daily average, marking a bullish tilt amid sector speculation. Implied volatility remains high at ~205%, suggesting...
