Briefing

Adobe’s stock picked up a lively tailwind this afternoon, climbing about 5.5% as traders warmed to the company’s accelerating share-repurchase rhythm. The move felt almost like Adobe was quietly nudging the market and saying, yes, we really do believe in our own trajectory, because the net buyback yield is now brushing up against 8%—a level that’s hard to ignore, especially in … [Read more...] about Adobe Buyback Momentum Fuels a Sharp Afternoon Rally

New global research from CSC shows rapid expansion ahead for cross-border private lending, driven by demand for alternative credit amid tighter banking conditions. However, the report highlights a parallel rise in operational complexity, noting that regulatory fragmentation, KYC challenges, currency exposure, and data reconciliation issues could slow deployment. The findings … [Read more...] about Cross-Border Private Credit Expected to Surge, but Operational Risks Loom

Salesforce’s third quarter of fiscal 2026 is the kind of quarter that reinforces why the company remains the defining force in enterprise software. Revenue reached $10.3 billion, up 9% year over year (8% in constant currency), with subscription and support revenue hitting $9.7 billion, up 10%. Current remaining performance obligation (cRPO) climbed to $29.4 billion — up 11% — … [Read more...] about Salesforce Q3 FY26: A Strong AI-Driven Quarter With Big ARR Gains — And A Market Ready To Debate The Next Leg Up

Snowflake’s third quarter of fiscal 2026 lands with that familiar mix of strength and tension the stock has become known for. The company posted $1.21 billion in revenue, up 29% year over year, with product revenue at $1.16 billion — also up 29% — confirming that consumption trends remain resilient. Net revenue retention held at an elite 125%. Big customers kept scaling: 688 … [Read more...] about Snowflake Q3 FY26: Solid AI Momentum, Healthier Margins — And A Market Struggling To Reprice The Story

Something about the pattern is too sharp, too sudden to pin on economics alone. Container ships don’t abandon a century-old chokepoint overnight because demand is a little soft or factories are running a bit slower. The Suez decline followed a different rhythm — one that matches missile trajectories over the Red Sea far more than macroeconomic curves on a spreadsheet. By late … [Read more...] about Why the Suez Canal Emptied: Security Shock First, Economy Second