Broadcom Poised to Lead Custom AI Server Compute ASICs Through 2027
Counterpoint-style industry data points to Broadcom keeping a dominant share as the preferred AI server compute ASIC partner through 2027....
UnitedHealth’s Q4 2025: messy GAAP, steady adjusted EPS—and a policy overhang investors can’t ignore
UnitedHealth Group’s newly released quarter delivered a split-screen story. On one side, heavy one-time charges knocked GAAP profitability to near...
PayPal to acquire Cymbio, expanding agentic commerce reach
PayPal agreed to acquire Cymbio, a Tel Aviv–based multi-channel orchestration platform that helps brands list, sync, and fulfill across marketplaces and...
P&G’s latest quarter — a cautious but intact FY26 playbook
What P&G just reported (fiscal Q2 FY26; quarter ended December 2025) Net sales: $22.2B, +1% YoY; organic sales flat as roughly +1% pricing...
Wall Street rallies after Trump’s Davos remarks – what’s next for the markets
U.S. equities pushed higher after former President Donald Trump spoke in Davos, with traders leaning into a familiar pro-growth, pro-business...
Netflix Q4 2025: Beat on the headlines, wobble on the outlook
Fresh off a year of renewed momentum, Netflix closed Q4 with a clean top-line beat and record scale, yet tempered...
Alphabet’s Gemini: developer momentum, Cloud economics, and what to watch next
Alphabet’s Gemini platform continues to build real traction with developers, with API request volumes roughly doubling over about five months...
The Week Ahead (Jan 19–23, 2026): What Matters for Markets
A shortened U.S. trading week lands right in the crosshairs of earnings season, key inflation updates, and high-level policy chatter....
Industrial Automation & Robotics 2026: The Productivity Trade Across Factory and Warehouse
In 2026, tight labor, reshoring, and quality demands turn factory and warehouse automation—from robots and motion to vision, AMRs, and...
U.S. job openings unexpectedly fell in November 25 — cooling demand, steadier separations
Key takeaways Job openings dropped to ~7.146M in November, from a downwardly revised 7.449M in October, below the ~7.61M consensus. Hires eased...