Sea closed 2025 with $22.9 billion in full-year revenue, up 36.4% year-on-year. Full-year net income reached $1.6 billion and adjusted ...

Trade Desk reported Q4 2025 revenue growth of 14%, guided Q1 2026 to just 10%, and lost another CFO in ...

We are in a weird moment in the stock market. The S&P 500 is just 1% away from its all-time ...

MercadoLibre dropped 9% after Q4 2025 earnings on margin compression. But I've seen this playbook before. Revenue accelerated to 45%. ...

Google tried to own the full travel transaction with Book on Google. TripAdvisor tried with Instant Booking. Both failed and ...

This isn't a "Tesla will fail" call. Tesla remains one of the most technologically ambitious companies on the planet. But ...

In my December 2025 report, "When Product Excellence Meets Market Reality," (LINK) I posed the question that's been nagging at ...

I've been writing about Google's AI transition for over three years now. In March 2025, with AI pessimism peaking, I ...

I'm selling my entire position in PayPal. This isn't a decision I make lightly. A significant part of my thesis ...

Microsoft beat on revenue, operating income, and EPS. But shares dropped 10% post-earnings. The concern? 45% of the $625B backlog ...

Revenue grew 24%. Ad clicks up 3.5%. Engineering productivity up 30%. The evidence is clear: Meta's AI investments are generating ...

For years, Netflix insisted they were builders, not buyers. Then they wrote an $83 billion check for Warner Bros.