Alphabet: Search dominance, AI disruption, and the future of attention
In Q3 2025, Google Cloud revenue rose 34% to $15.2B as operating margin reached 23.7%. Backlog climbed 82% to $155B.
34 min read
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Alphabet: Search dominance, AI disruption, and the future of attention
In Q3 2025, Google Cloud revenue rose 34% to $15.2B as operating margin reached 23.7%. Backlog climbed 82% to $155B.
34 min read
Markets
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Markets reprice tech winners amid Japan yield jump
Tokyo's 30-year yield jumped more than 0.25 percentage point, reviving the "widow-maker" trade and prompting global outreach.
2 min read
Markets pause ahead of Fed minutes and PCE
Meta's AI infrastructure deal lifted Nvidia to about $184.97 after hours. Investors rotated into hyperscalers and chipmakers while software stocks lagged.
2 min read
Big tech selloff erases $1.5 trillion from AI-linked stocks
Investors erased nearly $1.5 trillion from AI-exposed names. Microsoft and Amazon slid about 16% from recent peaks.
2 min read
Company Deep Dive
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Alphabet: Search dominance, AI disruption, and the future of attention
In Q3 2025, Google Cloud revenue rose 34% to $15.2B as operating margin reached 23.7%. Backlog climbed 82% to $155B.
34 min read
Alphabet: Search dominance, AI disruption, and the future of attention
In Q3 2025, Google Cloud revenue rose 34% to $15.2B as operating margin reached 23.7%. Backlog climbed 82% to $155B.
34 min read
Sector Transformation
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The Future of Energy: From hydrocarbons to nuclear resurgence
This analysis explores the transition from hydrocarbons to nuclear energy while highlighting core drivers and investor relevant tradeoffs for capital allocation.
3 min read
The Future of Energy: From hydrocarbons to nuclear resurgence
This analysis explores the transition from hydrocarbons to nuclear energy while highlighting core drivers and investor relevant tradeoffs for capital allocation.
3 min read
Historical Analysis
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