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Market Reports

  • A Political-Economic Look at U.S. Leverage Over the Taiwan Question
  • Cursor at $29.3B: The AI Coding Model With a Moat—or a Mirage?
  • Palo Alto Networks–CyberArk Merger Clears Key Hurdle
  • When Markets Roll Their Eyes: A Natural Reaction to Government Games With Crucial Reports
  • The Perfect Budget Content-Creator Kit
  • Reimagining Prague’s Tourism Future Through Immersive Media and VR Museums
  • Israel’s Urban Paradox: Tel Aviv Moves, the Rest Stand Still
  • The End of the Consulting Era, and the Rise of Palantir’s Anti-College Future
  • Nvidia, Still the Center of Gravity
  • Arm Moves Up the AI Stack with DreamBig Acquisition
  • Marketing Content Creation Services in 2025
  • Visual Storytelling and the Rise of Gamma in the AI Productivity Stack
  • The Trade Desk: Durable Growth, Wider Moats, and a Faster Flywheel on the Open Internet
  • Expedia Group: Reacceleration in Core Travel Demand and Strong B2B Tailwinds Push Results Above Expectations
  • BuzzFeed, Inc. – Q3 2025 Analytical Report
  • The Rise of the Micro-Series Phenomenon
  • Canva’s Creative Operating System: A Strategic Shockwave for the Design Industry
  • The End of the Traffic Economy? What’s Next for Small E-Commerce
  • Adobe’s Missed Turn: Why Not Buying Wix or Weebly Left a Gap
  • A 100% Tariff on Foreign Films: A Self-Inflicted Wound
  • Milestone Developer Summit 2025, November 2025, Copenhagen
  • Palantir’s Anti-College Internship: Why Silicon Valley Is Rewriting the Rules of Talent
  • Tradespace Acquires Paragon: The Next Step Toward AI-Native Intellectual Property
  • Breaking the CUDA Barrier: Spectral Compute Raises $6M to Let AI Run Anywhere
  • Glasswing Ventures Fund III and the Shape of What Comes Next
  • Smartoptics Joins the IOWN Global Forum
  • EdgeCortix Raises Over $110M in Oversubscribed Series B, Signaling Rising Confidence in Energy-Efficient Edge AI
  • Workday Completes Acquisition of Sana: Building the AI Front Door for Work
  • Microsoft and IREN Ink $9.7 Billion AI Cloud Infrastructure Deal
  • Voltai Raises CAD $1.83M Pre-Seed to Pioneer Harvesting Kinetic Energy from Ocean Waves and Ship Movement
  • PayPal Pay in 4 Arrives in Canada for the Holiday Rush
  • NuScale Power: The SMR Bet Moves From Concept to Commercial Deployment
  • The Waiting Game at the Bank of England
  • Maersk Q3 2025: The Quiet Rebuild of a Global Trade Powerhouse
  • Tempus AI: Scaling Into an Inflection Point
  • Palantir’s Explosive Q3: When “AI Leverage” Becomes a Revenue Machine
  • Nexperia, China, Netherlands: A Semiconductor Flashpoint in Europe’s Geopolitical Balancing Act
  • Jensen Huang and the AI Virtuous Cycle: The Economics of Infinite Acceleration
  • Cloudflare’s Q3 Beat, Reacceleration, and the Quiet Cash Engine Powering the “Connectivity Cloud”
  • Qualcomm’s Bold AI Gamble: Taking on Nvidia and AMD in the Data Center

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Recent Posts

  • XM Cyber Positioned as Challenger in Gartner’s 2025 Magic Quadrant for Exposure Assessment Platforms
  • Descope Named Leader in 2025 Frost Radar for NHI Solutions
  • DataGrail Earns Leader Status Again: IDC MarketScape 2025 and the Quiet Maturity of Privacy Tech
  • QLAD Joins DoD’s Fast-Track Club: Why “Awardable” Status Signals a Shift Toward Workload-Level Security
  • Castellum, Inc.: A Clean Balance Sheet and a Quietly Bold Signal to the GovCyber Market
  • F5 and CrowdStrike Forge Alliance to Bring AI-Native Threat Hunting to the Network Edge
  • HAProxy Unified Gateway Debuts at KubeCon North America 2025
  • Egnyte Unveils Major Platform Enhancements at Global Summit
  • AI, Ransomware, and the Acceleration of Exploitation: Inside Rapid7’s Q3 2025 Threat Landscape
  • Axonius Strengthens Its Leadership Team to Accelerate Global Growth

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