In today’s briefing:
- Raksul (4384 JP): Goldman-Backed Founder MBO Highlights Japan’s New Tech Take-Private Cycle
- Alphabet. More Of The AI, Less Of The Drama
- Tata Steel: Strategic Announcements Boost Long-Term Positioning; Valuation Still Balanced
- Microsoft Is Turning The Fed’s Rate Cut Into A 2026 AI Spending Supercycle!
- TeraWulf: How Far Can Its High-Impact Google-Backed Partnerships Push Its Market Climb?
- SoundHound Inside: How Strategic Partnerships Are Powering Its Next Big AI Revenue Surge!
- Duke Energy: An Insight Into Its Dynamic Load Growth Capture
- Monday.com Inside: How Diversified Sales Channels Are Helping It Win Bigger, Faster!
- Diffusion Engineers: Betting on High-Margin Heavy Engineering Through Historic, Doubled Capex
- Amazon.com Inc – Amazon Just Made Groceries a 5-Hour Game—Here’s What’s Fueling the Shift!
Raksul (4384 JP): Goldman-Backed Founder MBO Highlights Japan’s New Tech Take-Private Cycle
- Goldman Sachs will take Raksul private via a ~¥100bn MBO, restoring meaningful governance influence to the founder—one of the most explicitly founder-aligned take-privates in Japan’s tech sector.
- Public markets consistently undervalued Raksul’s multi-vertical SME platform; going private enables longer-horizon investment, selective M&A, and disciplined scaling across printing, logistics, marketing tech, and adjacent digital services.
- Deal completion probability is high (90–95%): a fair premium, full founder support, and limited interloper risk leave minority shareholders best served by tendering into the offer.
Alphabet. More Of The AI, Less Of The Drama
- Marc Benioff on Gemini 3: I’ve used ChatGPT every day for 3 years. Just spent 2 hours on Gemini 3. I’m not going back. The leap is insane
- Anthropic on expansion of Google Cloud TPU: The expansion is worth tens of billions of dollars and is expected to bring well over a gigawatt of capacity online in 2026.
- DeepMind is Alphabet’s dark horse. AlphaFold is one of the most significant AI-related accomplishments ever. What will they turn their attention to next? Let’s see…
Tata Steel: Strategic Announcements Boost Long-Term Positioning; Valuation Still Balanced
- Recent strategic announcements improve pellet security, downstream mix, and low-carbon readiness, strengthening Tata Steel’s long-term positioning.
- Balance sheet can fund near-term projects, but upstream expansions require careful sequencing amid non-linear cyclical earnings.
- Valuation remains balanced at ₹165–185/share, with Europe performance the key swing factor for re-rating.
Microsoft Is Turning The Fed’s Rate Cut Into A 2026 AI Spending Supercycle!
- The big story heading into 2026 is simple.
- Microsoft looks like the early favorite to be the market’s biggest AI winner.
- Every new budget cycle pushes more workloads, more data, and more everyday work into Azure and Copilot.
TeraWulf: How Far Can Its High-Impact Google-Backed Partnerships Push Its Market Climb?
- TeraWulf’s third-quarter 2025 earnings call reflects both noteworthy achievements and areas of concern, contributing to a balanced investment thesis.
- This period has been pivotal, with the company signing a landmark 360-megawatt IT load agreement at its Lake Mariner campus, in collaboration with Fluidstack and backed by Google.
- This 10-year contract is anticipated to generate substantial annual revenue and operating income, underscoring the strategic shift towards high-performance computing (HPC) and establishing TeraWulf as a leader in this transition.
SoundHound Inside: How Strategic Partnerships Are Powering Its Next Big AI Revenue Surge!
- SoundHound, a pioneer in the field of voice and conversational AI, presented its third-quarter results for 2025.
- The company highlighted robust revenue growth, expanded technological reach, and strategic acquisitions, underscoring a period of precise execution amid booming enterprise AI adoption.
- In terms of financial performance, SoundHound reported a sizable 68% increase in revenue year-over-year, reaching $42 million for the quarter.
Duke Energy: An Insight Into Its Dynamic Load Growth Capture
- Duke Energy’s third-quarter 2025 results showcased a strong financial performance, with an adjusted earnings per share (EPS) of $1.81, up from $1.62 in the same period last year.
- This growth can primarily be attributed to the ongoing expansion in the company’s electric utilities sector.
- Duke Energy has also revised its full-year earnings guidance to a narrower range of $6.25 to $6.35 per share, indicating confidence in its financial outlook for the remainder of the year.
Monday.com Inside: How Diversified Sales Channels Are Helping It Win Bigger, Faster!
- Monday.com reported robust financial results for the third quarter of fiscal year 2025, reflecting both strengths and challenges in its business strategy and execution.
- The company’s revenue rose by 26% year-over-year to $317 million, demonstrating solid growth, particularly driven by expansion in their large customer base.
- The company successfully added more large customers, with significant growth in accounts of $50,000, $100,000, and $500,000 in annual recurring revenue (ARR).
Diffusion Engineers: Betting on High-Margin Heavy Engineering Through Historic, Doubled Capex
- Diffusion Engineers (DIFFNKG IN) is India’s integrated engineering solutions provider specializing in welding consumables, wear plates/parts, and heavy engineering equipment for core industrial sectors.
- The company is targeting to double its top-line in 3 to 4 years with a sustainable EBITDA margin range of 15% to 17%.
- The most critical growth trigger is the INR 70 crore capacity expansion at the Nimji and B33 facilities, which is designed to double production capacity and drive internal cost efficiencies.
Amazon.com Inc – Amazon Just Made Groceries a 5-Hour Game—Here’s What’s Fueling the Shift!
- Amazon’s bold move to expand same-day perishable grocery delivery to over 2,300 U.S. cities is now intersecting with an equally bold policy shift from the Federal Reserve.
- With the central bank announcing a rate cut for the first time in two years, Amazon finds itself in a macro environment that could supercharge its delivery ambitions—or complicate them.
- The Fed’s monetary easing lowers borrowing costs, boosts consumer liquidity, and alters capital allocation across sectors.
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