All articles published in English, by date, category and author.
1346 articles · Page 2 of 57
Apple took years to enter the foldable phone segment. Its competitors interpreted that silence as technological timidity or strategic indecision. What the market did not anticipate is that Apple was watching, letting others absorb the costs of early mistakes, and preparing an entry that would not compete on the same ground where Samsung had already won.
Sofía Valenzuela8 min
Deutsche Bank has just done something the markets have been waiting for: putting in black and white what Luceco's numbers have been hinting at for two years. On 8 September 2026, the bank upgraded its rating on the company from hold to buy and raised its price target from 260 pence to 270. It is not a dramatic move in absolute terms. What matters is not the ten-pence jump, but what that adjustment reveals about how the value architecture of a company that until recently was seen primarily as an electrical accessories manufacturer is being re-read.
Lucía Navarro9 min
There are companies that illustrate with clinical precision what happens when a lean model collides with costs that show no mercy. Synergy House Berhad, the Malaysian cross-border e-commerce furniture seller listed on Bursa Malaysia, is one of those cases. Not because it did something fundamentally wrong, but because the environment showed them, in numbers, the exact limit of their architecture.
Francisco Torres8 min
When a company reports that its net income more than doubled—from $216 million to $501 million in a single year—and still needs to replace the leader of its largest brand, something deeper than a weak quarter is at stake. Gap Inc. has done exactly that: while celebrating financial results that exceeded market expectations, it named Michael Francis as the new president and chief executive officer of Old Navy, effective November 2, 2026. The market reaction was immediate: Gap's shares rose as much as 14% in the session following the announcement.
Ricardo Mendieta8 min
There is a scene that repeats itself every time a streaming platform raises its prices: headlines predict mass exoduses, forums explode with cancellation threats, and a few weeks later subscriber data shows that almost nothing changed. Netflix has just played out that scene for the umpteenth time. In September 2026, it quietly raised its premium plan in the United Kingdom to £20.99 per month, crossing a symbolic barrier that many analysts had marked as a danger zone.
Andrés Molina9 min
There is a number that circulates through Silicon Valley pitch decks with the force of a closed argument: ARR, or Annual Recurring Revenue. For years it was the metric that separated serious startups from those simply burning cash on hope. According to data published in 2026 by venture capital firm Madrona, 77% of companies reassess their artificial intelligence vendors every six months or even on a continuous basis.
Martín Soler7 min
There is a pattern that appears frequently in financial advisory sessions and rarely shows up in business viability analyses: the moment an entrepreneur discovers that personal exposure was not in the contract they signed, but in the clause they did not read carefully enough. Brittany's call to the Money Moves with Jill Schlesinger program captures that moment with a precision that numbers alone cannot convey: a family business left her and her husband financially underwater, and now they are weighing whether selling their home is a way out or simply a way of postponing the same conversation.
Diego Salazar8 min
Yazmin Ruiz doesn't wait for the PepsiCo sales rep to restock her inventory. When the store runs out of chips at ten o'clock at night, she opens an app on her phone, places the order, and gets on with her shift. Behind that everyday gesture lies a transformation PepsiCo has been building since 2022 in Mexico, its second-largest global market after the United States and its most fragmented in terms of distribution.
Valeria Cruz9 min
Truist Securities raised its price target on Five9 to $40 from $35, maintaining a buy rating. The rationale is not generic: analyst Terry Tillman met with CEO Amit Mathradas, CFO Bryan Lee, and SVP of Investor Relations Tony Righetti, and came away from that meeting with greater conviction about the business direction. The starting point for understanding this note is not the rating but the financial architecture Truist is reading behind it.
Javier Ocaña8 min
There is a pattern that repeats itself across organizations that have spent eighteen months deploying artificial intelligence agents: they know the systems work, because they saw them work in the demo. What they do not know is whether they are still working today, in production, on their customers' data, inside the workflows that matter. That gap between the certainty of the pilot and the opacity of the real environment is where budgets, trust, and time nobody has are lost.
Camila Rojas8 min
There is a pattern that repeats every time an industry anticipates its own future: serious money does not flow to the final product, it flows to whoever manufactures the parts that product will need. That is what happened with semiconductors before the PC boom. Now, as images of humanoid robots circulate at tech fairs and conferences, four top-tier investment banks are pointing to a Chinese gearbox manufacturer that most readers have never heard of.
Isabel Ríos9 min
The most interesting insight from Evercore ISI's note on Amazon isn't in the price target. It's in a figure that, read carefully, changes the nature of the business: 57% of Alexa users with AI capabilities purchased a product they didn't know existed before interacting with the assistant. That's not efficiency in the buying process. It's demand that didn't exist before.
Clara Montes8 min
There is a thought experiment worth doing before talking about product strategy: take your software stack and ask yourself one question about each tool. If it disappears tomorrow, how long would it take to replace it with a well-instructed AI agent? If the answer is 'an afternoon', the product lives on fragile ground.
Tomás Rivera8 min
When a startup founded in 2022 already operates in five countries, invoices over 100 million rupees, and sells carbon credits to Google, Microsoft, and Nestlé, the first thing an analyst does is separate the narrative from the mechanism. The story of Varaha, winner of the ET Startup Award 2026 in the Social Enterprise category, has all the ingredients of a clean case study: measurable impact, top-tier clients, accelerated revenue growth. But it also has the architecture of a business where product integrity depends on variables that never appear in the pitch deck.
Diego Salazar9 min
On August 26, 2026, in Seoul, Hyundai Motor presented to investors the most ambitious roadmap in its recent history: more than 100 vehicle launches and renewals by 2030, an operating margin target raised above 9%, and a capacity expansion plan of 1.27 million additional units. The backdrop is uncomfortable: in the second quarter of 2026, the company reported an operating margin of just 5.8%, down from 7.5% in the same period the previous year.
Mateo Vargas7 min
The figure is hard to ignore: 95% of enterprise generative AI pilots produce no measurable financial impact. This isn't a pessimistic estimate from tech skeptics — it's the central finding of The GenAI Divide: State of AI in Business 2025, produced by MIT's NANDA initiative, based on nearly 300 public implementations and more than 150 executive interviews.
Ignacio Silva8 min
There is a number worth reading twice: 542,000 industrial robots installed in factories during 2024, more than double the number installed a decade ago. This is not a trend statistic; it is a snapshot of a threshold already crossed. The global operational stock of industrial robots reached 4.66 million units, growing nearly 9% year-on-year, and the International Federation of Robotics projects that installations will exceed 575,000 units in 2025.
Elena Costa8 min
There's a conversation that leadership teams in heavy industries have been putting off for years. It's not about technology. It's about what it means, precisely, to make a good operational decision when the data supporting it lives scattered across twelve different systems, four siloed departments, and a maintenance history that nobody has fully digitized.
Simón Arce8 min
The week of August 18, 2026 sent a signal that was hard for infrastructure investors to ignore. GE Vernova fell 9.5% for the week and Eaton lost 6.7%, two names that for months had functioned as safe bets on data center growth. There was no chip demand collapse or budget cuts from major hyperscalers: what happened was a state governor signing an executive order on a Tuesday afternoon.
Sofía Valenzuela8 min
The US Treasury Department has just drawn a line that goes far beyond a technical fund eligibility decision. On August 20, 2026, the administration published proposed regulations governing permitted investments in the so-called 'Trump Accounts' — tax-advantaged savings accounts for minors created under the 'One Big Beautiful Bill' Act. The rule does two things at once: it sets an extraordinarily low fee cap of 0.1% annually on invested balances and explicitly excludes any fund linked to environmental, social and governance criteria.
Lucía Navarro9 min
LBS Bina Group Bhd's most recent quarter tells two distinct stories depending on which line of the income statement you look at first. Revenue grew. Net profit fell by nearly half. And management, rather than burying that figure in a technical results note, placed it at the centre of its strategic communication.
Francisco Torres9 min
There is a precise moment in the life of any growing organisation where the very practices that built its success begin to undermine it. It is not a dramatic moment. There is no meeting where someone declares that the model no longer works.
Ricardo Mendieta9 min
The creator economy is worth approximately $250 billion and growing at a double-digit annual rate. Goldman Sachs projects it could reach $480 billion by 2027. Yet institutional capital has spent years watching that market from the sidelines, unwilling to fully commit.
Andrés Molina9 min
When Alex Atallah described OpenRouter in May 2026 as the payment infrastructure for AI models, few imagined that Stripe itself would end up buying the company. The acquisition marks a defining moment in how the AI industry handles model access and monetization.
Martín Soler8 min