Category: Economy

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.

Azure’s 43% growth quarter ended a year-long debate. Now ask whether the market has already priced it in.

Healthcare has outrun SOXX since June. The flows have barely started.

The public S-1 could land this month. How much ARR survives GAAP scrutiny?

A rogue agent, a paused frontier run, and a monitoring overhead that reshapes the unit economics of building the world’s most powerful AI.

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.

CACI and Gartner are surging for different reasons. Both have durable compounding math.

UiPath’s agentic pivot is moving from pilot to production. The Q2 report will say whether the market is ahead of the fundamentals or behind them.

Threatening Oman does not reopen Hormuz faster. It weakens the one channel that makes a deal possible.

Cloud growth could approach 45%. The question is whether Alibaba can convert AI spending into earnings.