Analysis
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 bank Nomura, released...
AppLovin’s $40 Billion Wake-Up Call: When a 53% Growth Rate Isn’t Enough
The arithmetic of artificial-intelligence-era investing can be brutal. Just ask AppLovin, whose second-quarter earnings report triggered the most violent sell-off...
Nel ASA’s Two-Speed Story: Orders Accelerate While the P&L Keeps Bleeding
The Norwegian electrolyser maker Nel ASA is living a split-screen reality. Its order intake just exploded by 224 percent year-on-year,...
SanDisk’s $94 Billion Backlog Can’t Bridge the Gap Between Record Results and a Disappointed Market
The arithmetic at SanDisk has rarely looked better. Fourth-quarter revenue hit $8.97 billion, full-year sales nearly tripled, and the company...
French Top Court Settles Disputes Over Expert Fees, Strike Notices and the AGS Wage Guarantee
The Cour de cassation, France's highest judicial authority, released a sweeping set of rulings on July 8, 2026, touching on...
Airbus’ Paradox: A Slightly Smaller Forecast That Nobody Seems to Mind
There is a peculiar dynamic playing out at Airbus right now. The European planemaker has trimmed its long-term demand outlook,...
Almonty Industries Rebounds From Index-Driven Exit as Tungsten Calculus Shifts Westward
The tungsten market is tightening its grip on global supply chains, and Almonty Industries is finding itself at the intersection...
Micron’s 30% Slide: A Story of External Noise, Not Internal Decay
The gap between a stock's price and its fundamentals can sometimes stretch so wide that it becomes the story itself....
Renk’s Two-Speed Recovery: Record Orders Meet a Chart That Still Has Ground to Make Up
The defence supplier's half-year scorecard delivered the kind of headline numbers that usually trigger unqualified celebration — and the market...
Microsoft’s AI Bet Is Paying Off — But the Technicals and the Lawyers Are Closing In
There is a paradox at the heart of Microsoft's current stock market run. The company closed out its fiscal year...
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