Morgan Stanley’s latest earnings analysis reveals something Wall Street might be missing. The real story isn’t just AI-driven tech profits but a much broader earnings recovery that could sustain the bull market through 2026.
Marc Benioff’s billion-dollar bet on AI agents faces mounting challenges as adoption numbers disappoint and technical complexity hampers implementation. The Salesforce CEO’s visionary AI strategy confronts enterprise reality.
As AI reshapes corporate hiring and market valuations, the Federal Reserve admits it lacks tools to measure the economic impact. This wait-and-see approach could prove costly when AI-driven productivity gains and job displacement accelerate.
Component price surges are putting pressure on Samsung’s Galaxy S26 pricing strategy. With chipsets up 12% and RAM over 16%, can Samsung maintain its pricing discipline?
The ongoing Disney-YouTube TV blackout during election coverage reveals more than just contract disputes. It highlights fundamental shifts in how viewers consume live events and the precarious economics of streaming bundles.
Waymo is accelerating its robotaxi expansion with three new city launches as the Alphabet-owned company shifts from autonomous technology development to aggressive commercial scaling. The move signals a pivotal moment in the race to dominate the future of urban transportation.
U.S. prosecutors have charged rogue ransomware negotiators with running their own attacks. The case reveals a fundamental conflict of interest in cybersecurity’s most sensitive sector.
Palantir’s stunning 63% revenue growth and raised 2025 guidance to $4.4 billion reveals more than just strong quarterly performance. It signals a fundamental market shift toward AI-driven data intelligence platforms that could reshape enterprise technology spending for years to come.
The $6.5 billion deal for Hornsea 3 represents more than just project financing—it signals a fundamental shift in how massive renewable energy projects will be funded and developed globally. Private capital’s growing role could accelerate or complicate the energy transition.
Corporate America’s wave of layoffs reveals strategic missteps and disproportionate impacts on women and minorities. The business case for ethical downsizing has never been stronger as consumer expectations evolve.
