Bitcoin's selloff accelerated, dropping below a key psychological level as a wave of risk aversion swept through global markets, erasing over $460 billion from the crypto sector in a week and raising fresh doubts about its 'digital gold' narrative.
Asian markets tumbled Thursday, extending a Wall Street retreat fueled by growing investor skepticism over soaring AI expenditures and stretched tech valuations. Analysts warn of a fragile sentiment shift as capital rotates away from high-flying tech names.
After navigating a turbulent housing market, Rocket Companies is betting its future on a vertically integrated real estate and finance platform. With key acquisitions now under its belt, analysts debate whether its premium valuation is justified by a new, more resilient business model.
Despite recent investor jitters over soaring capital expenditures, a closer look at Meta Platforms' strategy reveals a deliberate, infrastructure-heavy push into AI that is already driving measurable gains in user engagement and ad performance.
Amazon's latest round of job cuts, part of a global restructuring, has landed heavily in California, with 27 offices across the state affected and the Bay Area bearing a significant brunt.
Automotive safety giant Autoliv announces a strategic joint venture with China's Hangsheng Electric to develop next-generation safety electronics, concurrent with aggressive cost-cutting measures and a substantial share repurchase program, signaling a multifaceted strategy to bolster its market position.
A detailed analysis of the bullish investment thesis for insurtech disruptor Lemonade, Inc. (LMND), examining its path to profitability, AI-powered scaling, and the significant challenges that remain.
Following their latest earnings reports, Microsoft and Meta Platforms saw starkly different market reactions. While Meta's aggressive AI investment roadmap fueled a surge, Microsoft's robust cloud performance was met with a sell-off, presenting investors with a complex choice between two tech titans.
Warehouse automation leader Symbotic (SYM) reported robust Q1 results, surpassing revenue forecasts and achieving double-digit EBITDA margins for the first time. The company highlighted growth in system deployments, progress on next-gen e-commerce solutions, and the recent integration of Fox Robotics.
In a market obsessed with flashy brands, the real competitive edge is shifting beneath the surface. We analyze how investments in foundational infrastructure—from AI data centers to restaurant tech stacks and critical minerals—are reshaping industries and redefining value.
DHI Group reports mixed Q4 2025 results, with its defense-focused ClearanceJobs brand returning to growth amid a record budget surge, while its commercial tech hiring platform, Dice, continues to face headwinds. The company outlines a dual-track strategy, betting on national security spending and specialized AI talent acquisition for future growth.
Palantir Technologies reports a surge in revenue driven by existing clients significantly ramping up their investments, with CEO Alex Karp stating that artificial intelligence has 'put gasoline' on the company's core capabilities. The data analytics firm's latest earnings far exceeded Wall Street expectations.
PTC kicked off its fiscal 2026 with steady revenue growth and expanding cash flow, while management highlighted a significant build-up in deferred annual recurring revenue from strategic deals and detailed its push to embed AI across its product lifecycle portfolio.
NETGEAR (NTGR) reported its first year of revenue growth in five years for fiscal 2025, driven by a strategic pivot to higher-margin enterprise solutions and subscription services. The company achieved record gross margins and returned to full-year non-GAAP profitability, even as its consumer segment faced headwinds.
After a brutal multi-year decline that has erased over 90% of its value, RingCentral's stock is trading at a significant discount to its intrinsic value, according to key financial models. We examine whether the beaten-down cloud communications leader presents a compelling opportunity for value investors.
The Swedish telecom giant's robust 2025 earnings and increased dividend proposal have investors reassessing its stock. Despite a dip in sales, net income soared, raising questions about whether its current share price fully reflects its growth trajectory in an AI-driven network landscape.
Bitcoin's sharp decline below $72,000 triggers a broad sell-off across crypto-related equities, with analysts debating the onset of a sustained bear market as correlation with traditional tech stocks strengthens.
OpenAI CEO Sam Altman launched a lengthy social media critique against rival Anthropic's Super Bowl commercials, accusing the company of dishonesty and authoritarianism in a heated exchange that lays bare the growing tensions in the AI industry's battle for users and ethics.
Despite posting solid revenue growth and announcing a strategic AI security acquisition, Varonis Systems shares tumbled after its quarterly earnings guidance fell sharply short of Wall Street expectations.
A discounted cash flow analysis suggests Excel Force MSC Berhad (KLSE:EFORCE) trades close to its intrinsic value of RM0.16 per share. We examine the assumptions behind the model and what investors should consider beyond the numbers.
