AI is eroding business moats and accelerating competition across sectors. Read why real assets like REITs benefit as capital ...

Despite a slight revenue contraction, Telekomunikasi Indonesia maintains a robust EBITDA margin of ~50% and disciplined CAPEX ...

As of the end of 31 December 2025, more than 60% of the large- and mid-cap companies in the FTSE ASEAN Index offered dividend ...

Snowflake's valuation remains stretched; DCF analysis suggests overvaluation unless AI adoption rapidly scales and margins ...

Walmart (WMT) long-term BUY: resilient cash flows, omnichannel strength, and margin upside. Read here for an investment ...

Software exposure reported by private equity's Big Four listed firms in February ranged from 2% to 7% of AUM. Read more here.

Intrum delivers rising servicing margins and organic growth as personnel cuts and AI integration offset FX risks and 2027 ...

Agree Realty Corporation reports a 297% asset coverage ratio with its preferred stock yielding 6.11 percent. Find out why ADC ...

Fidelity Fundamental Small-Mid Cap ETF pairs growth and momentum with a high 190% downside capture and limited liquidity.

GigaCloud Technology Inc. trades at a discount to fair value, offering portfolio diversification away from AI. Learn more ...

Q4 2026 earnings preview: hold rating as growth normalizes, guidance implies 21% YoY; weigh risks & upside catalysts. Read ...

Massive hyperscaler and private AI investment collided with margin pressure and valuation resets across enterprise software ...