{"locale":"en","total":366,"page":2,"pages":16,"previous":"https://sustainabl.net/agent-native/en/archivo/json?category=finance","next":"https://sustainabl.net/agent-native/en/archivo/json?category=finance&page=3","articles":[{"id":14871,"title":"Corgi Invest and the Second Commission War in Exchange-Traded Funds","excerpt":"There are moments in financial markets where consensus breaks from an angle no one anticipated. The first commission war in exchange-traded funds was fought by BlackRock, Vanguard and State Street among themselves, pushing the costs of index products toward levels bordering on zero. What no one had calculated was that the next front would not come from another institutional giant, but from a venture capital-backed insurer that used artificial intelligence to industrialize the regulatory process and enter the market with 197 exchange-traded funds launched in less than eight months.","published_at":"2026-08-15T14:02:47.177","category":"finance","author":"Javier Ocaña","url":"https://sustainabl.net/agent-native/en/articulo/corgi-invest-second-commission-war-exchange-traded-funds-msuirgao","json_url":"https://sustainabl.net/agent-native/en/articulo/corgi-invest-second-commission-war-exchange-traded-funds-msuirgao/json"},{"id":14841,"title":"Mercury Gives Credit Cards to AI Agents and That Changes the Architecture of Corporate Spending","excerpt":"The average founding team of a startup used to have two people and three engineers. Today it can include a dozen artificial intelligence agents completing tasks in parallel, negotiating prices with suppliers or purchasing software without any human approving each transaction. The problem is that the financial system surrounding those companies was still designed for the first model.","published_at":"2026-08-12T14:04:51.144","category":"ai","author":"Clara Montes","url":"https://sustainabl.net/agent-native/en/articulo/mercury-credit-cards-ai-agents-corporate-spending-architecture-msq8fio1","json_url":"https://sustainabl.net/agent-native/en/articulo/mercury-credit-cards-ai-agents-corporate-spending-architecture-msq8fio1/json"},{"id":14831,"title":"Milky Mist Raises ₹465 Crore in Anchor Round Before Listing and Reveals a Model Global Funds Have Already Decided to Back","excerpt":"There is a detail in the structure of Milky Mist Dairy Food's anchor book that deserves more attention than it typically receives in standard IPO coverage: Zulia Investments Pte Ltd, a subsidiary of Temasek Holdings, did not simply enter the anchor round by purchasing approximately ₹160 crore in shares. It was already a pre-IPO shareholder, through another entity linked to the same sovereign fund. That is not a speculative entry of institutional capital. It is an investor that already conducted its analysis, already took a position, and decided to increase it just before the stock lists on NSE and BSE.","published_at":"2026-08-11T14:03:37.614","category":"business-models","author":"Tomás Rivera","url":"https://sustainabl.net/agent-native/en/articulo/milky-mist-raises-465-crore-anchor-round-before-listing-model-global-funds-belie-msot032b","json_url":"https://sustainabl.net/agent-native/en/articulo/milky-mist-raises-465-crore-anchor-round-before-listing-model-global-funds-belie-msot032b/json"},{"id":14822,"title":"India Reaches 300 GW of Renewable Energy and Reveals Its Next Problem Is Not Generation","excerpt":"Crossing 60% of a national electricity capacity target four years ahead of schedule is no small achievement. On July 31, 2026, India surpassed 300.50 GW of installed non-fossil capacity, according to the Ministry of New and Renewable Energy. The figure includes 164.59 GW of solar energy, 58.14 GW of wind, 57.24 GW of hydropower, 11.75 GW of bioenergy, and 8.78 GW of nuclear.","published_at":"2026-08-10T14:02:27.005","category":"sustainability","author":"Elena Costa","url":"https://sustainabl.net/agent-native/en/articulo/india-reaches-300-gw-renewable-energy-next-challenge-not-generation-msndjz27","json_url":"https://sustainabl.net/agent-native/en/articulo/india-reaches-300-gw-renewable-energy-next-challenge-not-generation-msndjz27/json"},{"id":14811,"title":"Why Ackman Bet $2.4 Billion That the Market Misunderstood Microsoft","excerpt":"There is a difference between buying a stock because it is rising and buying a stock because the market does not yet know what it is worth. Bill Ackman, founder of Pershing Square Capital Management, built a $2.4 billion position in Microsoft doing exactly the latter. The distinction is not semantic: it defines who assumes structural risk and who simply rides a trend.","published_at":"2026-08-09T14:02:23.711","category":"strategy","author":"Mateo Vargas","url":"https://sustainabl.net/agent-native/en/articulo/why-ackman-bet-2-4-billion-market-misunderstood-microsoft-msly455g","json_url":"https://sustainabl.net/agent-native/en/articulo/why-ackman-bet-2-4-billion-market-misunderstood-microsoft-msly455g/json"},{"id":14801,"title":"Bank of America Spends $250 Million a Year on Weight Loss Drugs and Makes No Apologies for It","excerpt":"When the CEO of one of the world's largest banks publicly declares that his company spends over $250 million a year on weight loss medications and defends it without hesitation, he's not describing a medical benefit. He's describing an organizational design bet on what kind of workforce he wants to sustain, and how far he's willing to go to build it. Bank of America has spent several years absorbing the cost of GLP-1 medications, the class of drugs that includes brands like Ozempic, Wegovy, and Zepbound, as part of a healthcare package that exceeds $2 billion annually.","published_at":"2026-08-08T14:03:14.089","category":"leadership","author":"Ignacio Silva","url":"https://sustainabl.net/agent-native/en/articulo/bank-of-america-250-million-weight-loss-drugs-glp1-mskio5wo","json_url":"https://sustainabl.net/agent-native/en/articulo/bank-of-america-250-million-weight-loss-drugs-glp1-mskio5wo/json"},{"id":14781,"title":"Why Lightspeed Bet on a Model Where Content Is Investment Attraction","excerpt":"When Lightspeed Venture Partners hired Claire Zau, a seed investor with hundreds of thousands of followers on Instagram and TikTok, it wasn't to improve its social media presence. It did so because it reached a structural conclusion: in a market where several firms manage more than $25 billion each, capital no longer differentiates. Early visibility does.","published_at":"2026-08-06T14:02:17.776","category":"startups","author":"Lucía Navarro","url":"https://sustainabl.net/agent-native/en/articulo/why-lightspeed-bet-on-content-as-investment-attraction-model-mshnsb4z","json_url":"https://sustainabl.net/agent-native/en/articulo/why-lightspeed-bet-on-content-as-investment-attraction-model-mshnsb4z/json"},{"id":14751,"title":"Three Dividend Oil Stocks Wall Street Is Backing With Data","excerpt":"The geopolitical noise carries a price that markets are still struggling to calculate. The conflict between the United States and Iran, already affecting operations across the Middle East, collides with uncertainty over how long the artificial intelligence spending cycle will hold — and a growing sense that valuations in many sectors have been stretched too far. In that context, a particular segment of Wall Street analysts is betting on something more straightforward: energy companies that generate cash, reduce debt, and pay dividends while the rest of the market debates future narratives.","published_at":"2026-08-03T14:05:19.713","category":"finance","author":"Francisco Torres","url":"https://sustainabl.net/agent-native/en/articulo/three-dividend-oil-stocks-wall-street-backing-with-data-msddgx4g","json_url":"https://sustainabl.net/agent-native/en/articulo/three-dividend-oil-stocks-wall-street-backing-with-data-msddgx4g/json"},{"id":14721,"title":"AI Agents Are Already a Line on the Income Statement","excerpt":"There is a distinction that few organizations have fully processed: an AI assistant waits to be spoken to. An agent acts on its own. That difference, which seems technical, carries economic and psychological consequences that are redefining how executives think about their technology budgets and, more quietly, how their teams feel about work.","published_at":"2026-07-31T14:03:39.989","category":"ai","author":"Andrés Molina","url":"https://sustainabl.net/agent-native/en/articulo/ai-agents-income-statement-business-impact-ms935f74","json_url":"https://sustainabl.net/agent-native/en/articulo/ai-agents-income-statement-business-impact-ms935f74/json"},{"id":14711,"title":"Why Your Accounting Lies If It Was Designed for a Different Business","excerpt":"There is a category of accounting error that never shows up in audits and yet distorts hiring decisions, pricing strategies, and capital rounds: using a recording system designed for one type of business and applying it, without modification, to one that operates in a structurally different way. The result is not that the books are badly done. It is that they are well done for the wrong model.","published_at":"2026-07-30T14:02:51.59","category":"business-models","author":"Javier Ocaña","url":"https://sustainabl.net/agent-native/en/articulo/why-your-accounting-lies-if-designed-for-wrong-business-ms7npomb","json_url":"https://sustainabl.net/agent-native/en/articulo/why-your-accounting-lies-if-designed-for-wrong-business-ms7npomb/json"},{"id":14701,"title":"Deep Oil and Energy Transition Form an Uncomfortable but Profitable Alliance","excerpt":"When Talos Energy announced on July 27, 2026 that it had signed a definitive agreement to acquire a 50% working interest in offshore Mexico Block 29, operated by Repsol, the immediate market reaction was modest but clear: the company's shares rose approximately 2.6% in after-hours trading. A small move in absolute terms, but one that signals something more interesting than simple price approval. What investors were reading was not just an asset transaction, but a strategic thesis about how scale is built in deepwater while the global energy sector navigates a contradiction it has yet to resolve.","published_at":"2026-07-29T14:03:01.443","category":"sustainability","author":"Gabriel Paz","url":"https://sustainabl.net/agent-native/en/articulo/deep-oil-energy-transition-uncomfortable-profitable-alliance-ms689xaf","json_url":"https://sustainabl.net/agent-native/en/articulo/deep-oil-energy-transition-uncomfortable-profitable-alliance-ms689xaf/json"},{"id":14691,"title":"The 30% That HP Cannot Ignore and Microsoft Has Stopped Pretending Doesn't Exist","excerpt":"When the CFO of one of the largest PC manufacturers on the planet mentions, in a conversation with investors, that 30% of its installed base is still running Windows 10, she is not sharing a technical anecdote. She is describing the anatomy of a replacement cycle that has not yet ended and that, precisely for this reason, continues generating revenue across the entire supply chain.","published_at":"2026-07-28T14:03:15.065","category":"strategy","author":"Camila Rojas","url":"https://sustainabl.net/agent-native/en/articulo/hp-microsoft-windows-10-30-percent-installed-base-replacement-cycle-ms4stna4","json_url":"https://sustainabl.net/agent-native/en/articulo/hp-microsoft-windows-10-30-percent-installed-base-replacement-cycle-ms4stna4/json"},{"id":14651,"title":"Why SME Insurance Stopped Being Just Coverage and Became a Sales Argument","excerpt":"$57 per month is the average cost of a business owner's policy in the United States, according to Insureon. For a company generating between $100,000 and $500,000 a year, that figure is statistically invisible. Yet most SMEs in developed markets still buy insurance reluctantly, as if it were a hidden tax rather than an operational asset.","published_at":"2026-07-24T14:03:42.894","category":"pymes","author":"Diego Salazar","url":"https://sustainabl.net/agent-native/en/articulo/why-sme-insurance-stopped-being-coverage-became-sales-argument-mrz32krn","json_url":"https://sustainabl.net/agent-native/en/articulo/why-sme-insurance-stopped-being-coverage-became-sales-argument-mrz32krn/json"},{"id":14631,"title":"The Map of Global Financial Power Is No Longer Drawn Where It Used to Be","excerpt":"The fintech sector generated $650 billion in revenue during 2025, a 21% increase from the previous year. The broader financial services industry, meanwhile, grew at 6% on a $15 trillion base that same year. The arithmetic of that contrast needs no embellishment: capital, regulatory talent, and institutional attention are shifting toward companies built on software, not branch networks.","published_at":"2026-07-22T14:04:07.172","category":"finance","author":"Mateo Vargas","url":"https://sustainabl.net/agent-native/en/articulo/global-financial-power-map-fintech-reshaping-industry-mrw873wq","json_url":"https://sustainabl.net/agent-native/en/articulo/global-financial-power-map-fintech-reshaping-industry-mrw873wq/json"},{"id":14591,"title":"Apple Raises Music Prices and Reveals the Structural Ceiling of Streaming","excerpt":"Last week, Apple raised the monthly price of Apple Music in the United States. The individual plan went from $10.99 to $11.99. The family plan, from $16.99 to $19.99. The justification was the same Apple used in October 2022: 'increased licensing costs.' Four words that, when analyzed carefully, reveal something more uncomfortable than a simple price adjustment.","published_at":"2026-07-18T14:03:26.221","category":"business-models","author":"Francisco Torres","url":"https://sustainabl.net/agent-native/en/articulo/apple-raises-music-prices-structural-ceiling-streaming-mrqifbk8","json_url":"https://sustainabl.net/agent-native/en/articulo/apple-raises-music-prices-structural-ceiling-streaming-mrqifbk8/json"},{"id":14581,"title":"When Capital Decides Whether Sustainability Is Company Policy or Report Decoration","excerpt":"There is one indicator that few companies want to audit out loud: where the money goes when no one is watching the press releases. Not the money in sustainability reports, but the funds approved by the investment committee on a Tuesday afternoon, when the most profitable project over twelve months competes against one that cuts emissions by 30% but takes three years to mature. That moment — that crawl between stated intention and concrete decision — is where strategy separates from cosmetics.","published_at":"2026-07-17T14:02:40.979","category":"sustainability","author":"Lucía Navarro","url":"https://sustainabl.net/agent-native/en/articulo/when-capital-decides-sustainability-company-policy-or-report-decoration-mrp2zobc","json_url":"https://sustainabl.net/agent-native/en/articulo/when-capital-decides-sustainability-company-policy-or-report-decoration-mrp2zobc/json"},{"id":14571,"title":"Broadcom Has Contracts Until 2031, But the Market Still Doesn't Believe It","excerpt":"Morgan Stanley published on Tuesday, July 14, a defense note on Broadcom that deserves careful reading — not for what it says about the stock, but for what it reveals about the value architecture underpinning the semiconductor maker and why that architecture has yet to convince investors. The starting point is the concern that took hold in the market following a report by The Information in March: MediaTek, the Taiwanese chip manufacturer, would be collaborating with Alphabet to develop the next generation of Tensor Processing Units (TPUs) used by Google in its data centers.","published_at":"2026-07-16T14:03:10.663","category":"strategy","author":"Martín Soler","url":"https://sustainabl.net/agent-native/en/articulo/broadcom-contracts-2031-market-skepticism-semiconductors-mrnnjhca","json_url":"https://sustainabl.net/agent-native/en/articulo/broadcom-contracts-2031-market-skepticism-semiconductors-mrnnjhca/json"},{"id":14541,"title":"California Captures $335 Billion in Venture Capital While Texas Receives a Fortieth of That","excerpt":"Silicon Valley isn't going anywhere. The billionaires, some of them are. And that distinction, which may seem cosmetic, reveals one of the most interesting structural fractures in the current US venture capital market. According to PitchBook data published this week, California received more than $335 billion in venture capital funding over the past year, a figure that is ten times greater than what New York, the second-ranked state, managed to attract.","published_at":"2026-07-13T14:03:20.88","category":"startups","author":"Sofía Valenzuela","url":"https://sustainabl.net/agent-native/en/articulo/california-captures-335-billion-venture-capital-texas-receives-fortieth-mrjd8dm3","json_url":"https://sustainabl.net/agent-native/en/articulo/california-captures-335-billion-venture-capital-texas-receives-fortieth-mrjd8dm3/json"},{"id":14531,"title":"Small Business Bankruptcies Rose 50% and Debt Consolidation Is Not the Magic Solution","excerpt":"The first half of 2026 left a number that deserves close attention: proceedings under Subchapter V of Chapter 11 — the reorganization pathway designed specifically for small businesses in the United States — increased 50% year-over-year. According to data from Epiq AACER, the most cited insolvency tracking platform in the sector, starting from 1,107 filings in the first half of 2025, volume jumped to figures that place this instrument at the center of the debate over the financial health of smaller businesses. The number is not a statistical accident.","published_at":"2026-07-12T14:02:46.057","category":"pymes","author":"Javier Ocaña","url":"https://sustainabl.net/agent-native/en/articulo/small-business-bankruptcies-rose-50-percent-debt-consolidation-not-magic-solutio-mrhxs9a5","json_url":"https://sustainabl.net/agent-native/en/articulo/small-business-bankruptcies-rose-50-percent-debt-consolidation-not-magic-solutio-mrhxs9a5/json"},{"id":14511,"title":"India Inc Grows at Highest Rate in Two Years, But Profits Fail to Keep Pace","excerpt":"During the April to June 2026 quarter, India's listed companies recorded their strongest revenue growth in eight consecutive quarters. Crisil Intelligence, after analysing more than 400 companies across 47 sectors, estimated expansion of 11 to 11.5% year-on-year. But what makes it analytically interesting is not its size but its composition: for the first time in two years, the engine was not volumes but prices.","published_at":"2026-07-10T14:03:01.977","category":"finance","author":"Gabriel Paz","url":"https://sustainabl.net/agent-native/en/articulo/india-inc-revenue-growth-highest-two-years-profits-lag-mrf2wmpc","json_url":"https://sustainabl.net/agent-native/en/articulo/india-inc-revenue-growth-highest-two-years-profits-lag-mrf2wmpc/json"},{"id":14471,"title":"Sterling Stock Picker and the Permanent Discount Economy in AI Investment Tools","excerpt":"There is a pattern that repeats with enough consistency in the retail financial software market to deserve specific attention: the discount that never ends. Sterling Stock Picker, a stock analysis tool presented as powered by OpenAI, has been circulating for months on deal platforms like StackSocial, AppSumo, Dealify, and Pick Your Plum with prices ranging from $48 to $68 for lifetime access, against a list price of $486. The product itself is not what matters to analyze. What matters is the business model it reveals.","published_at":"2026-07-06T14:02:45.944","category":"business-models","author":"Tomás Rivera","url":"https://sustainabl.net/agent-native/en/articulo/sterling-stock-picker-permanent-discount-economy-ai-investment-tools-mr9d50dn","json_url":"https://sustainabl.net/agent-native/en/articulo/sterling-stock-picker-permanent-discount-economy-ai-investment-tools-mr9d50dn/json"},{"id":14451,"title":"UEM Sunrise Converts Premium Land into Capital Without Taking on Construction Risk","excerpt":"At the corner where Jalan Ampang meets Jalan P. Ramlee, metres from the KLCC perimeter, sits a 1.6-acre plot that has remained on UEM Sunrise's balance sheet for years without generating direct operating returns. On 3 July 2026, that land ceased to be a dormant asset: the group signed a Development Rights Agreement with EXSIM KLCC Sdn Bhd guaranteeing UEM Sunrise a consideration of RM415 million, plus participation in the project's future profits. The mechanism chosen is neither a sale nor an own development.","published_at":"2026-07-04T14:02:14.445","category":"strategy","author":"Mateo Vargas","url":"https://sustainabl.net/agent-native/en/articulo/uem-sunrise-converts-premium-land-capital-development-rights-agreement-exsim-klc-mr6i9ii6","json_url":"https://sustainabl.net/agent-native/en/articulo/uem-sunrise-converts-premium-land-capital-development-rights-agreement-exsim-klc-mr6i9ii6/json"},{"id":14391,"title":"Oracle Bet Everything on AI and Now Pays the Price for Not Being Amazon","excerpt":"A 19% drop in a single week is not market noise. It is the market reading aloud something the numbers had been trying to say for months. Oracle just recorded its worst stock market week since August 2001, when the dot-com bubble was deflating and the share prices of many tech companies reflected nothing but the collapse of their business models.","published_at":"2026-06-28T18:03:07.308","category":"finance","author":"Francisco Torres","url":"https://sustainabl.net/agent-native/en/articulo/oracle-bet-everything-ai-pays-price-not-being-amazon-mqy5nl5d","json_url":"https://sustainabl.net/agent-native/en/articulo/oracle-bet-everything-ai-pays-price-not-being-amazon-mqy5nl5d/json"},{"id":14341,"title":"Climate Technology Already Works. What's Failing Is the System to Scale It","excerpt":"During the latest edition of London Climate Action Week, something shifted in the tone of conversations. Less appetite for announcements, more demand for measurable results. The field has spent years celebrating prototypes, pilots, and funding rounds with the same energy once reserved for actual deployments.","published_at":"2026-06-27T12:02:42.468","category":"sustainability","author":"Gabriel Paz","url":"https://sustainabl.net/agent-native/en/articulo/climate-technology-works-failing-system-scale-mqwdci7n","json_url":"https://sustainabl.net/agent-native/en/articulo/climate-technology-works-failing-system-scale-mqwdci7n/json"}]}