
Uber generates roughly four times Shopify's quarterly revenue, but Shopify's growth rate gap tells a different story about which business is scaling faster.
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Uber generates roughly four times Shopify's quarterly revenue, but Shopify's growth rate gap tells a different story about which business is scaling faster.

Apple (AAPL) is preparing to undertake a pretty unpleasant AI test. Google has unveiled the Pixel 11 series. With Gemini Intelligence incorporated much more deeply into the smartphone experience, it offers customers an AI assistant that can comprehend what they're doing across messaging, calendars, ...

SharpLink Inc. (NASDAQ: $SBET) is putting another $200 million of its Ethereum treasury to work, this time through ...

Lithic, Zerohash, and Cashi recently announced new partnerships and products that use Visa’s network to enable USDC and other stablecoin settlement, cross-border payouts via Visa Direct, and everyday card spending from stablecoin balances. Visa’s own onchain analytics show stablecoins processed US$4.80 trillion in the past 30 days, with adjusted activity of US$1.10 trillion and record stablecoin card spending in July, underscoring how quickly onchain money is intersecting with traditional...

Nebius Group stock has delivered a very strong 5 year run, yet the broader valuation checks lean expensive rather than clearly cheap. Recent headlines around rapid AI cloud growth and contract wins sit alongside a low value score and an overvalued read on market multiples. Nebius Group has returned about 273.7% over 5 years, which puts more pressure on today’s buyers to justify the price with sustained performance over time. Expectations around large AI infrastructure contracts and rapid...

In the past quarter, BigBear.ai Holdings reported winning more than 20 new contracts and a 9% increase in backlog, as it makes applied AI central to its growth focus in defense and security. An important angle is its push into secure, air-gapped generative AI and the ConductorOS platform, which connect autonomous defense systems in sensitive environments. We’ll now consider how these new defense-focused AI contracts and backlog growth affect BigBear.ai’s existing investment narrative and...

DLocal (DLO) is back in focus after reporting second quarter figures that included nearly US$18b in total payment volume and record gross profit, alongside higher full year growth guidance for TPV and gross profit. See our latest analysis for DLocal. DLocal’s latest guidance update and strong second quarter metrics come after a mixed share price run, with a 34.06% 90 day share price return but a 1 year total shareholder return that declined 2.20% and a 5 year total shareholder return that...

BEIJING, Aug 14 (Reuters) - Chinese autonomous driving firm Pony.ai announced on Friday plans to deploy more than 2,000 robotaxis in Europe under an expanded partnership with Uber.
Some vesting targets involve multitrillion-dollar valuations, space-based computing and a million-person Mars settlement.
Nebius Group NV (NBIS) reports record $582 million in quarterly revenue, with adjusted EBITDA turning positive at $236 million and annualized run rate reaching $3 billion.

Wall Street is packaging AI infrastructure debt into products that could quietly enter the conservative sleeve of your retirement portfolio, and the fund label on that side of your account may not tell you what you actually own.

Musk plans to spend at least $100 million to help Republicans in the midterms, with much at stake for both men.

Record subscription revenue surged 62% as crypto trading volumes softened.

Moby summary of Stratasys Ltd.'s Q2 2026 earnings call

If Wendy's offers a $5 value meal that includes a sandwich, chicken nuggets, fries, and a soda, Burger King and McDonald's run the risk of losing value-based customers, even if those people prefer eating at the other two chains. Cash-strapped consumers are cutting back on spending, and that has ...

BBB Foods is growing rapidly under the radar of most U.S. investors.

Revenue surged 520% as drone deliveries accelerated and customer base diversified.

Record revenue masks payer headwinds forcing IBSRELA guidance cuts.

Revenue doubled to $1.3 billion as data center demand drove record backlog.

Moby summary of Figure Technology Solutions, Inc. Class A Common Stock's Q2 2026 earnings call

JLWS contract award and record defense revenue highlight momentum amid supply chain delays.

NdPr sales volumes doubled while cash reserves hit $1.45 billion, funding expansion plans.

Net sales topped $2.5 billion for first time, fueled by global double-digit growth.

AI-driven improvements and hotel expansion fueled 17% revenue growth to $3.6 billion.

Elon Musk-led Space Exploration Technologies Corp. satellite internet service Starlink will help a group of scientists aboard Spain’s flag carrier airline Iberia livestream Wednesday’s Solar Eclipse. Starlink Streaming, Dedicated Eclipse Flights According to a report by Aerospace Global News, Iberia...

Derek Hernandez is a senior Emerging Technology analyst at PitchBook Today, it became abundantly clear that private equity now believes public markets have priced AI risk too indiscriminately. Thoma Bravo agreed to buy specialty-insurance platform Accelerant for over $4 billion and a 49% premium to Wednesday’s close. Hours later, Reuters reported that Silver Lake has discussed acquiring Workday, the enterprise software provider currently valued at around $43 billion. Although the Workday transac

Non-GAAP net income surged 20.8% despite revenue headwinds in electronics.

Nu (NU) delivered earnings and revenue surprises of +10.00% and +1.08%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

SoundHound AI’s second quarter results were marked by substantial year-on-year revenue growth and a reduction in non-GAAP losses, surpassing Wall Street’s expectations. Management attributed the strong performance to rapid adoption of the OASYS agentic AI platform, which has accelerated deal cycles and customer onboarding. CEO Keyvan Mohajer described OASYS as “the most intuitive and easiest to navigate” among competing solutions, highlighting that the technology’s ability to automate agent crea

Investors don't care as much about spending with a clear return on investment in sight.
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