Palantir’s impressive earnings beat and AI-fueled guidance mask deeper concerns about government dependency and valuation sustainability. The company’s commercial growth faces scaling challenges despite recent partnerships.
Thematic investing has exploded with hundreds of specialized indices targeting trends from AI to European defense. But beneath the surface lie significant risks that could leave investors exposed when themes cool or overlap unexpectedly.
Vast’s Haven Demo mission successfully reached orbit, validating key systems for the company’s commercial space station ambitions. This pathfinder mission represents a crucial step toward deploying the first privately-owned orbital habitat by 2026.
VentureBeat’s hiring of Karyne Levy from TechCrunch represents more than a personnel change. It signals a fundamental rethinking of how tech media must adapt to survive the AI era and compete with direct expert publishing.
The AI investment frenzy reaches new heights as Microsoft announces massive infrastructure deals and Alphabet taps debt markets. This spending spree defies growing enterprise skepticism about AI returns.
MongoDB’s leadership transition from Dev Ittycheria to CJ Desai represents more than executive succession. The move signals the database company’s intensified focus on AI-driven applications and enterprise scaling at a critical market inflection point.
Apple has officially dropped the “+” from Apple TV+, rebranding its streaming service as simply “Apple TV.” The move comes with a new audio signature composed by Finneas that will precede all Apple Originals. But does simplifying the name risk confusing consumers?
Walmart’s radical compensation strategy paying top managers over half a million dollars represents a fundamental shift in retail talent management. The move comes as companies face unprecedented pressure to retain leadership talent amid wage compression and turnover challenges.
The Medusa subsea cable’s Tunisia landing marks a critical step in Europe’s digital infrastructure strategy for North Africa. With EU funding and Orange partnership, this 8,700km system could reshape Mediterranean connectivity by 2026.
Vertiv makes its largest strategic acquisition yet with PurgeRite, positioning the company to dominate the rapidly evolving data center fluid management market. The $1.25 billion deal reflects the critical importance of cooling infrastructure for AI workloads.
