Weekly Innovation Review (WIRE) #44
Headline Developments On the back of the Epic v Apple case, documents were released highlighting that Google (GOOG) had considered buying Epic...
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Tech Supply Chain Tracker (04-Jan-2025): AI agents: helper or threat?
Rise of AI agents brings benefits and risks, Taiwan tightens tech export restrictions, US gov seeks to ban Chinese drones, China restricts 28 US...
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Salesforce Inc (CRM) - Thursday, May 30, 2024
Salesforce's stock price has declined by 21% to $214 after slightly lowering guidance for the year, presenting a potential buying opportunity for...
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Tech Supply Chain Tracker (12-Jun-2024): AI aids sustainability but poses environmental challenges.
AI is driving sustainability and innovation, but comes with environmental risks, while tech giants like Nvidia, AMD, Google, and Apple are making...
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Workday: The Rough Path Towards Profitability
Workday's share price is at risk of a downward multiple repricing. GAAP profitability would be very hard to achieve, according to recent rhetoric.
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