Alphabet’s $15B Finland bet puts Gemini to work
A record Europe infrastructure push and a new voice AI release test payback.
Category: Economy
Visa Is Rewiring Corporate Payouts. Banks Should Pay Attention.
With $25 trillion in cross-border B2B flows in its sights and stablecoin rails now live across 18 billion endpoints, Visa’s SMB payout push is a fresh competitive threat to business banking.
Canada’s 50% Counter-Tariffs Land Tuesday. Here Is How to Rotate Before the Open.
Ottawa’s counter-tariffs go live at 12:01 a.m. Tuesday, splitting U.S. industrials into clear winners and losers before U.S. markets reopen.
Intuit Is Down About 45% and Just Grew Revenue 14%
INTU’s fiscal 2027 outlook spooked investors last week. The business looks sturdier than the chart. But the AI threat is the only question that matters now.
When AI Capex Pays: The Case for MSFT at $492
Azure’s 43% growth quarter ended a year-long debate. Now ask whether the market has already priced it in.
The Unloved Sector Just Beat Chips
Healthcare has outrun SOXX since June. The flows have barely started.
The $65B Number Is About to Meet an Auditor
The public S-1 could land this month. How much ARR survives GAAP scrutiny?
The 20% Compute Tax Nobody Priced Into OpenAI
A rogue agent, a paused frontier run, and a monitoring overhead that reshapes the unit economics of building the world’s most powerful AI.
The Pause Is Not the Deal
Three days, $880 billion in bilateral trade, and a 96-year-old legal weapon nobody has ever fired. Here is what the Canada tariff pause actually means.
Two Surging Stocks Built to Compound
CACI and Gartner are surging for different reasons. Both have durable compounding math.