Highlights
Recent News
Kontron’s Record Order Book Masks the Cost of a Painful Restructuring
Kontron’s first-quarter results present a study in contrasts. On the surface, the numbers look underwhelming: net profit nearly halved and...
Airbus’s Double-Edged Spring: Record Orders Clash with Lagging Deliveries and a Mega A220 Deal
Airbus is navigating a paradox: a surging order book amid a production ramp that struggles to keep pace. In spring...
Retail Investors Storm the Private Markets While the DAX Stalls at 25,000
Dear readers, Yesterday we wrote that the plumbers were waiting to get paid — that the infrastructure connecting crypto, AI,...
Xbox Chief Axes Copilot Plans as Microsoft Pivots From Gaming to Grid-Scale AI
Xbox’s new boss Asha Sharma has pulled the plug on the console’s AI assistant before it ever left the test...
Popular
Net Worth
Apple’s $100 Billion Counteroffer to the Capex Arms Race
Dear readers, Yesterday we wrote that the market rewarded companies showing receipts and punished those showing ambition...
Amazon’s Cash Machine Funds the AI Bet While Europe Flirts With a Rate Hike
Dear readers, Yesterday we asked whether the numbers would confirm the thesis or complicate it. The answer,...
Meta’s Ad Machine vs. the AI Money Pit: Earnings Day Arrives
Dear readers, Yesterday we wrote that the next 48 hours would answer the question this market has...
KNDS Races to Reshape Itself: From Factory Floors to Frankfurt’s Trading Floor
The Franco-German defense champion KNDS is pursuing a dual transformation that touches nearly every corner of its...