5G Competition

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Business

Sea Limited's Stock Plunge: A Buying Opportunity or a Value Trap?

Sea Limited's shares have tumbled over 11% year-to-date, sparking debate among investors. While a discounted cash flow model suggests the stock is deeply undervalued, its lofty P/E ratio tells a more cautious tale. We examine the conflicting signals and what they mean for the Southeast Asian tech giant's future.

Business

Adobe and Cognizant Forge Deeper Alliance to Power Enterprise Content with AI

Adobe and Cognizant are expanding their strategic partnership to help major corporations integrate generative AI into content creation and customer experience workflows. The move targets regulated, high-growth industries grappling with soaring demand for personalized content, positioning Adobe's tools as enterprise-ready solutions amid investor scrutiny over its stock performance.

World

UK's Retreat from Contractual Certainty Threatens Its Investment Appeal

The British government's move to retroactively alter leasehold ground rent contracts is undermining a foundational pillar of its investment landscape: trust in the rule of law. This erosion of contractual certainty risks deterring the long-term capital essential for growth, from energy to AI infrastructure.