ASML 2Q'26: Time to Flex Pricing Power
ASML’s 2Q’26 commentary signals a shift from measured pricing toward flexing its chip-equipment pricing power.
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ASML’s 2Q’26 commentary signals a shift from measured pricing toward flexing its chip-equipment pricing power.
Microsoft urges enterprises to keep AI memory, evaluations and orchestration inside their tenant boundary, making frontier models…
Meta’s Muse Spark 1.1 targets agentic enterprise work, backed by employee workflow data and 3,000 engineers building reinforcement-learning…
AirIQ’s 2025 revenue rose 17% to $6.5 million, but tax reassessments cut net income 50% and lifted its P/E to 144x.
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Alphabet’s $132 billion AI capex produced an estimated 49% post-tax incremental ROIC once only in-service assets are counted, versus a…
Infineon’s power semiconductors stand to benefit from AI data centers shifting to 800VDC power delivery, though its sharp rerating to…
Adobe trades at 11x earnings despite $24.5 billion of revenue and 37% operating margins, as a former data-science chief discusses whether…
Adobe trades at 14x free cash flow after a 60% decline despite growth, with AI, its business-model transition and creative-software…
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Red Violet CEO Derek Dubner and CSO Ole Poulsen came from Hank Asher’s Seisint, a Florida identity-resolution data-mining firm.
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Netcompany’s M&A-led expansion turned a high-quality Danish IT consultant into a more commoditized pan-European business.
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