As the curtain falls on 2025, the semiconductor landscape has been defined by a stark divergence between the "AI haves" and the "legacy have-nots." While the broader market celebrated a year of record highs, Marvell Technology (NASDAQ: MRVL) found itself in a frustrating middle ground. Despite a meteoric rise in
In a historic shift for the American financial infrastructure, the "Big Three" credit bureaus—Equifax (NYSE: EFX), TransUnion (NYSE: TRU), and Experian (LSE: EXPN)—have seen their market valuations crater following a series of aggressive regulatory moves by the White House and the Federal Housing Finance Agency (FHFA). The recent
As the sun rises on January 1, 2026, the American financial landscape stands at a historic crossroads. After three consecutive years of robust growth that defied the skeptics of the post-pandemic era, Wall Street is entering the new year with a renewed sense of purpose. The narrative has shifted from
Public safety technology company Motorola Solutions (NYSE:MSI) announced better-than-expected revenue in Q3 CY2025, with sales up 7.8% year on year to $3.01 billion. Its non-GAAP profit of $4.06 per share was 5.5% above analysts’ consensus estimates.
We've reached a milestone: 100 years of returns on stocks, bonds,T-bills and inflation. Here are some the lessons we can learn. We also examine the fear and greed that is happening right now.
Insurance customer acquisition platform MediaAlpha (NYSE:MAX) reported Q3 CY2025 results beating Wall Street’s revenue expectations, with sales up 18.3% year on year to $306.5 million. On the other hand, next quarter’s revenue guidance of $290 million was less impressive, coming in 1.3% below analysts’ estimates. Its non-GAAP profit of $0.40 per share was 8.2% above analysts’ consensus estimates.
Food ingredient solutions provider Ingredion (NYSE:INGR) missed Wall Street’s revenue expectations in Q3 CY2025, with sales falling 2.9% year on year to $1.82 billion. Its non-GAAP profit of $2.75 per share was 4.8% below analysts’ consensus estimates.
Papa John’s is a new position that gives us a fresh slice of exposure to the restaurant space, a corner of the market that has been taken out behind the woodshed all year.
Real estate developer Howard Hughes Holdings (NYSE:HHH) announced better-than-expected revenue in Q3 CY2025, with sales up 19.3% year on year to $390.2 million. Its GAAP profit of $2.02 per share was 32% above analysts’ consensus estimates.
Property insurance provider Heritage Insurance Holdings (NYSE:HRTG) beat Wall Street’s revenue expectations in Q3 CY2025, but sales were flat year on year at $212.5 million. Its non-GAAP profit of $1.56 per share was significantly above analysts’ consensus estimates.
Biopharmaceutical drug delivery company Halozyme Therapeutics (NASDAQ:HALO) reported Q3 CY2025 results exceeding the market’s revenue expectations, with sales up 22.1% year on year to $354.3 million. The company’s full-year revenue guidance of $1.34 billion at the midpoint came in 1.5% above analysts’ estimates. Its non-GAAP profit of $1.72 per share was 5.5% above analysts’ consensus estimates.
Turbocharger technology company Garrett Motion (NYSE:GTX) reported Q3 CY2025 results exceeding the market’s revenue expectations, with sales up 9.2% year on year to $902 million. The company’s full-year revenue guidance of $3.55 billion at the midpoint came in 0.6% above analysts’ estimates. Its GAAP profit of $0.38 per share was 19.1% above analysts’ consensus estimates.
In a move that has fundamentally reshaped the landscape of the pharmaceutical industry, Isomorphic Labs—the London-based drug discovery arm of Alphabet Inc. (NASDAQ: GOOGL)—has solidified its position at the forefront of the AI revolution. Through landmark strategic partnerships with Eli Lilly and Company (NYSE: LLY) and Novartis (NYSE: NVS) valued at nearly $3 billion, the [...]
The retail landscape underwent a seismic shift in late 2025 as a landmark investigation by Consumer Reports (CR), in collaboration with Groundwork Collaborative and More Perfect Union, exposed the staggering scale of AI-driven "surveillance pricing." The report, released in December 2025, revealed that major delivery platforms and retailers are using sophisticated machine learning algorithms to [...]
Looking back from the vantage point of January 2026, the trajectory of artificial intelligence has shifted dramatically from the digital screens of chatbots to the physical world of autonomous motion. This transformation can be traced back to a pivotal moment in late 2024, when Physical Intelligence (Pi), a San Francisco-based startup, secured a staggering $400 [...]
Heading into 2026, hard numbers suggest the American consumer isn’t just surviving, they are powering a “no-landing” economic scenario that few saw coming.
As the calendar turns to 2026, the European Union has sent a definitive signal to the global technology sector: the era of voluntary AI ethics is over, and the era of hard regulation has arrived. Despite intense lobbying from a coalition of industrial giants and AI startups, the European Commission has officially rejected the "Stop-the-Clock" [...]
In a landmark achievement for both the aerospace and artificial intelligence industries, the startup Starcloud (formerly Lumen Orbit) has successfully demonstrated the first-ever high-performance AI training and fine-tuning operations in space. Utilizing the Starcloud-1 microsatellite, which launched in November 2025, the mission confirmed that data-center-grade hardware can not only survive the harsh conditions of Low [...]
In late 2024, the artificial intelligence landscape witnessed a seismic shift in how machines interpret and create sound. NVIDIA (NASDAQ: NVDA) unveiled Fugatto—short for Foundational Generative Audio Transformer Opus 1—a model that researchers quickly dubbed the "Swiss Army Knife" of sound. Unlike previous AI models that specialized in a single task, such as text-to-speech or [...]
Silver has broken out relative to equities and gold after more than a decade of stagnation, suggesting that last year was less an ending than the removal of a long-standing constraint.
The year 2025 will be remembered in the history of technology as the moment the "intelligence moat" began to evaporate. For years, the prevailing wisdom in Silicon Valley was that frontier-level artificial intelligence required billions of dollars in compute and proprietary, closed-source architectures. However, the rapid ascent of Chinese reasoning models—most notably Alibaba Group Holding [...]
As the calendar turns to 2026, the artificial intelligence landscape has reached a pivotal milestone that many are calling the "Kubernetes moment" for the agentic era. The Model Context Protocol (MCP), an open-source standard originally introduced by Anthropic in late 2024, has officially transitioned from a promising corporate initiative to the bedrock of the global [...]
In a move that has effectively redefined the boundaries of real-time artificial intelligence, Cerebras Systems has announced a record-shattering inference speed for Meta’s (NASDAQ:META) Llama 3.1 405B model. Achieving a sustained 969 tokens per second, the achievement marks the first time a frontier-scale model of this magnitude has operated at speeds that feel truly instantaneous [...]
The enterprise software landscape has entered a volatile new era as the "Agent War" between Salesforce (NYSE: CRM) and ServiceNow (NYSE: NOW) reaches a fever pitch. As of January 1, 2026, the industry has shifted decisively away from the simple, conversational chatbots of 2023 and 2024 toward fully autonomous AI agents capable of reasoning, planning, [...]
