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Market Reports

  • Accrual Launches With $75M to Push AI-Native Automation Into Core Accounting Workflows
  • Europe’s Digital Sovereignty Moment, or How Regulation Became a Competitive Handicap
  • Palantir Q4 2025: From Earnings Beat to Model Re-Rating
  • Baseten Raises $300M to Dominate the Inference Layer of AI, Valued at $5B
  • Nvidia’s China Problem Is Self-Inflicted, and Washington Should Stop Pretending Otherwise
  • USPS and the Theater of Control: How Government Freezes Failure in Place
  • Skild AI Funding Round Signals a Shift Toward Platform Economics in Robotics
  • Saks Sucks: Luxury Retail’s Debt-Fueled Mirage Collapses
  • Alpaca’s $1.15B Valuation Signals a Maturity Moment for Global Brokerage Infrastructure
  • The Immersive Experience in the Museum World
  • When the Market Wants a Story, Not Numbers: Rethinking AMD’s Q4 Selloff
  • BBC and the Gaza War: How Disproportionate Attention Reshapes Reality
  • Parallel Museums: Why the Future of Art Might Be Copies, Not Originals
  • ClickHouse Series D, The $400M Bet That Data Infrastructure, Not Models, Will Decide the AI Era
  • AI Productivity Paradox: When Speed Eats Its Own Gain
  • Voice AI as Infrastructure: How Deepgram Signals a New Media Market Segment
  • Spangle AI and the Agentic Commerce Stack: When Discovery and Conversion Converge Into One Layer
  • PlayStation and the Quiet Power Center of a $200 Billion Gaming Industry
  • Adobe FY2025: AI Pulls the Levers, Cash Flow Leads the Story
  • Canva’s 2026 Creative Shift and the Rise of Imperfect-by-Design
  • Why ServiceNow, Salesforce, and Atlassian Are Selling Off—and Whether the AI Fear Is Overdone
  • Infleqtion Rings the NYSE Bell
  • Temporal Raises $300M Series D at $5B Valuation to Take Agentic AI Into Production
  • ChipAgents Secures $50M Series A1, Reinforcing the Shift Toward Agentic AI in Chip Design
  • Render Raises $100M Series C Extension, Valued at $1.5B, Betting Big on the AI-Native Cloud
  • Uptiq Raises $25M Series B to Push Financial AI Out of the Demo Trap
  • From Desk to Flight: High-Value 3D Printing Ideas for a Home Premise
  • Positron AI Raises $230M Series B, Redefines the Economics of AI Inference
  • What You Can Build in Loveable, and Why It Feels Different
  • Forrester Sees Global Tech Spending Hitting $5.6 Trillion in 2026 as AI Drives Growth Despite Tariffs
  • Japan’s Export Surge in January: Demand Geography, Politics, and a Market Reality Check
  • Are AI Disruption Fears Really Justified for ServiceNow, Salesforce, and Atlassian?
  • Cloudflare Q4 & FY2025: The “Agentic Internet” Pitch Meets Real Acceleration
  • monday.com Q4 & FY2025: Scaling Upmarket While AI Starts to Monetize
  • Excess Ships, Thinner Margins: Maersk’s Loss Warning and What It Signals for MSC and Global Shipping
  • Why AMD Shares Dropped 8% in Pre-Market Trading
  • Why Visa and Mastercard Jumped ~3% in a Single Session
  • Cloudflare’s 13% Jump Was About Virality, Timing, and a Perfect AI Fit
  • When AI Growth Starts Eating the Margins: Why Broadcom’s Warning Matters More Than the Stock Drop
  • Intel Q4 2025: Stabilization Without Momentum, AI Narrative Doing the Heavy Lifting

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Recent Posts

  • APIs at the Center of the Storm: What API ThreatStats Report Reveals About Real-World Security Failures
  • Booz Allen Hamilton Acquires Defy Security to Scale Commercial Cybersecurity
  • Cloudflare and Mastercard: Closing the Cyber Resilience Gap for the Internet’s Most Exposed Organizations
  • CyberBay Summit 2026, March 12–13, Tampa Bay
  • VulnCheck Raises $25M Series B to Accelerate Machine-Speed Exploit Intelligence
  • CyberCube Appoints Chris Methven as CEO, Signaling Next Phase of Growth
  • Modveon Raises $10M to Build a Verified Operating System for Governments and Citizens
  • Modirum Platforms Joins Digital Defence Ecosystem Finland to Expand Europe’s Secure Digital Defence Capabilities
  • Salt Typhoon Reaches Scandinavia: When Telecom Espionage Goes Public in Norway
  • SentinelOne Expands AI Security to the First Mile, Redefining How Enterprises Protect AI Systems

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