Alphabet: Search dominance, AI disruption, and the future of attention
Alphabet rebuts the "death of search" narrative by growing Search revenue 15% to $56.6B and scaling Cloud 34% to $15.2B.
35 min read
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Alphabet: Search dominance, AI disruption, and the future of attention
Alphabet rebuts the "death of search" narrative by growing Search revenue 15% to $56.6B and scaling Cloud 34% to $15.2B.
35 min read
Markets
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U.S. and Israel launch most intense airstrikes inside Iran
The United States and Israel launched intense airstrikes inside Iran. Oil spiked near $120 a barrel and global markets rallied and fell in response.
2 min read
Markets swing after reports of US plan for major operation inside Iran
Reports of a planned U.S. operation inside Iran drove crude into a violent swing and pushed U.S. equities lower.
1 min read
VIX rises as oil prices climb on Iran strike fears
The Nasdaq.com analysis said the Shiller CAPE “declined for the first time” in nearly a year after rising above 40, a move it linked historically to market pullbacks.
2 min read
Company Deep Dive
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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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