Key Takeaways ClickHouse is increasingly challenging Snowflake and Databricks in the data warehousing arena with superior performance in real-time analytics and significant cost advantages. Recent benchmarks show ClickHouse executing complex...
Key Takeaways AMD’s MI400 series is anticipated to deliver up to 10x the performance of previous GPU generations, targeting frontier AI workloads with improvements in bandwidth, interconnects and computational density....
Key Takeaways On Holding AG is poised for its Q2 2025 earnings report amid rapid sales growth and product innovation in a challenged industry landscape. Direct-to-consumer strength, international expansion, and...
Key Takeaways Chinese state media have levelled security and environmental criticisms at Nvidia’s H20 AI chips, potentially curtailing adoption among domestic firms. The H20 was Nvidia’s response to US export...
Key Takeaways The proposed merger of Fannie Mae and Freddie Mac into the Great American Mortgage Corporation (MAGA) could unlock $500 billion in market value and lead to a landmark...
Key Takeaways Digital advertising revenue growth is slowing in 2025, with sequential margin compression projected across major platforms. Global ad spend continues to increase but at diminished rates, with regional...
Key Takeaways Alphabet Inc.’s forward P/E ratio of 22.58 remains below the S&P 500’s, despite its $2.4 trillion market capitalisation. Projected EPS growth of 15–20% annually outpaces the S&P 500’s...
Key Takeaways The proposed merger of Fannie Mae and Freddie Mac into a single entity—tentatively named the Great American Mortgage Corporation—could result in a $500 billion IPO, with an initial...
Key Takeaways DoorDash has transitioned to profitability by exploiting operating leverage, with Q2 2025 GAAP net income of $285 million—a sharp reversal from a $157 million loss in Q2 2024....
Key Takeaways PayPal delivered solid Q2 2025 earnings, with revenue of $8.29 billion and expanding transaction margins, despite broader fintech slowdown. Shareholder value is bolstered by an aggressive buyback strategy,...
