Highlights
Recent News
Infineon’s €225 Million Buyback Signals Confidence as Patent War and AI Demand Pull Shares in Opposite Directions
The gap between what a company's share price says and what its financial statements reveal can sometimes stretch to breaking...
Metallium’s Flash Joule Heating Platform Shows Its Range — But the Market Keeps Looking at the Chart
The disconnect between operational progress and share price performance at Metallium is becoming harder to ignore. On Thursday, the stock...
The Cybersecurity Earnings Season Splits Winners From Pretenders
Dear readers, Yesterday we noted that software and cybersecurity were winning because their revenue doesn't hinge on the Fed's next...
Wearable Robotics Push Into New Terrain as Two Companies Prepare September Launches
The race to bring robotic body-assist devices to everyday users is accelerating, with two distinct product launches now set for...
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Net Worth
The Cash-Flow Premium: Fintech Holds, Consumer Goods Don’t
Dear readers, Yesterday's letter tracked capital rotating out of pure infrastructure plays and into software companies that...
AI’s Net Effect on Jobs Is Positive, New Nomura Analysis Shows
The fear that artificial intelligence will trigger mass unemployment may be overstated. A fresh report from investment...
SAP’s Rally Builds on Three Pillars: Buybacks, Regulatory All-Clear, and a Cloud Backlog That Keeps Growing
The software giant's shares have staged a remarkable comeback over the past month, climbing nearly 30 percent...
Bajaj Mobility’s Overbought Rally Hangs on One August Date
The market's verdict on Bajaj Mobility's turnaround will arrive on August 27, when the company releases its...