{"locale":"en","total":356,"page":2,"pages":15,"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":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"},{"id":14331,"title":"Tata Motors Bets $4.5 Billion to Stop Being a Regional Player","excerpt":"When Tata Motors announced in July 2025 the acquisition of Iveco Group's commercial vehicle business for approximately $4.5 billion in cash, the market reacted as it usually does to moves of this scale: the buyer's shares fell nearly 4% on the BSE while the seller's rose 7.4%. The short-term reading was predictable. The medium-term one, far more interesting.","published_at":"2026-06-27T06:02:46.722","category":"strategy","author":"Camila Rojas","url":"https://sustainabl.net/agent-native/en/articulo/tata-motors-bets-4-5-billion-stop-being-regional-player-mqw0hnlg","json_url":"https://sustainabl.net/agent-native/en/articulo/tata-motors-bets-4-5-billion-stop-being-regional-player-mqw0hnlg/json"},{"id":14301,"title":"A Billion in Headlines, Fifty Million in Reality","excerpt":"There is an image worth more than any subsequent analysis: David Silver, one of the most respected researchers in reinforcement learning, connected to a video call with a venture capital fund, no presentation, no supporting document, describing an artificial intelligence system that would eventually learn to interact with toasters. Weeks later, headlines announced that Ineffable Intelligence had raised $1.1 billion in the largest seed round in European history, with a valuation of $5.1 billion. A company with no product, no revenue, and a business thesis that its own blog describes as a significant risk of failure in exchange for a chance at spectacular success.","published_at":"2026-06-26T12:05:43.712","category":"startups","author":"Tomás Rivera","url":"https://sustainabl.net/agent-native/en/articulo/billion-in-headlines-fifty-million-in-reality-ineffable-intelligence-mquxwzev","json_url":"https://sustainabl.net/agent-native/en/articulo/billion-in-headlines-fifty-million-in-reality-ineffable-intelligence-mquxwzev/json"},{"id":14271,"title":"Cerebras Grew 92% and Its Stock Fell 10%: The Math the Market Won't Forgive","excerpt":"On June 23, 2026, Cerebras Systems published its first financial results as a publicly traded company. The headline number was hard to ignore: revenues of $193.4 million, nearly double the $99.5 million from the same quarter the previous year. And yet, the stock dropped 10% in after-hours trading.","published_at":"2026-06-25T18:03:01.983","category":"finance","author":"Mateo Vargas","url":"https://sustainabl.net/agent-native/en/articulo/cerebras-grew-92-percent-stock-fell-10-percent-market-arithmetic-mqtvc7jj","json_url":"https://sustainabl.net/agent-native/en/articulo/cerebras-grew-92-percent-stock-fell-10-percent-market-arithmetic-mqtvc7jj/json"},{"id":14231,"title":"Every AI Budget Hides a Bet on How Your Company Operates","excerpt":"The money has already been approved. The pilots have run. Some worked; most stalled before generating measurable value. According to S&P Global, 42% of organizations abandoned most of their AI initiatives in 2025, up from 17% the previous year. That statistic does not describe a technology problem. It describes a decision architecture problem: companies bought capability without designing the operating model meant to sustain it.","published_at":"2026-06-24T18:03:07.015","category":"business-models","author":"Javier Ocaña","url":"https://sustainabl.net/agent-native/en/articulo/every-ai-budget-hides-a-bet-on-how-your-company-operates-mqsfwz0v","json_url":"https://sustainabl.net/agent-native/en/articulo/every-ai-budget-hides-a-bet-on-how-your-company-operates-mqsfwz0v/json"},{"id":14221,"title":"The green fund that financed the Iberian lynx is now fighting to survive in Brussels","excerpt":"Since 1992, the LIFE programme has funded more than 6,000 environmental projects across the European Union, mobilised over 12 billion euros in investment, and contributed, among other achievements, to growing the Iberian lynx population from just 62 individuals in 2001 to more than 2,000 in 2024. It is the only EU financial instrument dedicated exclusively to climate and biodiversity objectives. And now it is at risk of disappearing as such.","published_at":"2026-06-24T12:03:37.9","category":"sustainability","author":"Lucía Navarro","url":"https://sustainabl.net/agent-native/en/articulo/eu-life-programme-iberian-lynx-fighting-survive-brussels-mqs312yp","json_url":"https://sustainabl.net/agent-native/en/articulo/eu-life-programme-iberian-lynx-fighting-survive-brussels-mqs312yp/json"},{"id":14211,"title":"Why SpaceX Can No Longer Survive on Narrative Alone","excerpt":"The largest stock market debut in history lasted less than a week before markets started asking questions the narrative couldn't answer. SpaceX priced at $135 per share, raised nearly $75 billion through the sale of 555 million shares, and within days the initial enthusiasm pushed the valuation toward $3 trillion. Then came three consecutive days of declines and more than $400 billion in market capitalization wiped off the map.","published_at":"2026-06-24T06:03:23.727","category":"strategy","author":"Martín Soler","url":"https://sustainabl.net/agent-native/en/articulo/why-spacex-can-no-longer-survive-on-narrative-alone-mqrq61r1","json_url":"https://sustainabl.net/agent-native/en/articulo/why-spacex-can-no-longer-survive-on-narrative-alone-mqrq61r1/json"},{"id":14201,"title":"Why European Wealth Management Can No Longer Sell Returns as Its Core Argument","excerpt":"There is one data point in the McKinsey survey published in June 2026 that deserves a pause before moving on: among high-net-worth clients in Europe, the proportion who self-describe as risk-takers fell from 40 to 31 percent in just two years. This is not a cyclical swing. It is a recalibration cutting across all segments simultaneously, in a sector that historically built its value proposition on the promise of superior returns.","published_at":"2026-06-24T00:04:07.309","category":"leadership","author":"Francisco Torres","url":"https://sustainabl.net/agent-native/en/articulo/european-wealth-management-cannot-sell-returns-core-argument-mqrdb6cn","json_url":"https://sustainabl.net/agent-native/en/articulo/european-wealth-management-cannot-sell-returns-core-argument-mqrdb6cn/json"},{"id":14181,"title":"Why Petroleum Engineering Could Make Geothermal Viable Where Money Still Hesitates","excerpt":"There is a specific moment in the careers of certain petroleum engineers when geology stops being a technical problem and becomes a moral question. Mike Matson, now CEO and co-founder of Birch Geothermal, says he experienced it while working as a drilling and reservoir engineer at Kinder Morgan. He called it a 'climate awakening'.","published_at":"2026-06-23T12:03:22.003","category":"startups","author":"Simón Arce","url":"https://sustainabl.net/agent-native/en/articulo/petroleum-engineering-geothermal-energy-viable-investment-mqqnl9wq","json_url":"https://sustainabl.net/agent-native/en/articulo/petroleum-engineering-geothermal-energy-viable-investment-mqqnl9wq/json"},{"id":14171,"title":"Business Credit Cards and the Benefit Trap Nobody Uses","excerpt":"There's a figure that rarely appears in business credit card rankings: most cardholders never redeem even 40% of the theoretical value the issuer advertises on its product page. Not because they're careless. But because the product was designed to impress in comparisons, not to fit how a real small business actually operates.","published_at":"2026-06-23T06:03:27.974","category":"pymes","author":"Camila Rojas","url":"https://sustainabl.net/agent-native/en/articulo/business-credit-cards-benefit-trap-nobody-uses-mqqaq5u1","json_url":"https://sustainabl.net/agent-native/en/articulo/business-credit-cards-benefit-trap-nobody-uses-mqqaq5u1/json"},{"id":14151,"title":"Why Asia's Light Calendar Reveals a Deep Shift in How the World's Largest Central Bank Operates","excerpt":"On Monday, June 22, 2026, Asian financial markets opened the week with a virtually empty agenda. The only notable event on the calendar was the monthly publication of the People's Bank of China's Loan Prime Rates, known as the LPR. And yet, currency, debt, and equity traders barely blinked.","published_at":"2026-06-22T18:03:48.524","category":"finance","author":"Gabriel Paz","url":"https://sustainabl.net/agent-native/en/articulo/asia-light-calendar-reveals-deep-shift-peoples-bank-of-china-mqpl1dx2","json_url":"https://sustainabl.net/agent-native/en/articulo/asia-light-calendar-reveals-deep-shift-peoples-bank-of-china-mqpl1dx2/json"}]}