Dye & Durham CEO Steps Down
Legal software maker Dye & Durham has lost CEO George Tsivin after about a year, with a board sub-committee taking over. Here's what the leadership shake-up means for a leveraged software roll-up already under pressure.
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Flipkart Expands Quick Commerce in India
Flipkart Minutes has built 1,000 micro-fulfillment centers in under two years, putting it on track to become India's second-largest quick-commerce network behind Blinkit. Orders are up 400% as electronics and beauty overtake groceries. Here's how the store-count math stacks up.
The Trillion-Dollar AI Shockwave Ahead
Bitzero Holdings (NASDAQ:AIBZ) trades at $8.99 after signing a binding 15-year, $2.6 billion lease with OneQode for 110 MW in Norway. Here is how the numbers, the owned-power advantage and the peer valuation gap line up against the execution risk.
Better AI Stock: SpaceX vs. Nvidia (NVDA)
Nvidia trades at 200.04 with a 30.49 P/E and 85% revenue growth as a freshly public SpaceX enters the AI conversation. Here's how the numbers, momentum and valuation of NVDA actually stack up against the hype.
Super Micro Computer (SMCI) Hits 18-Month Value Low
Super Micro Computer dropped 5.27% to $33.32 after announcing a $7 billion equity raise that threatens further earnings dilution. With a forward P/E below 10x and margin pressure mounting, here's what the numbers actually show.