Briefing

Watching Broadcom sink today feels less like a sudden shock and more like a moment where the market finally exhales after months of leaning hard into the AI-chip euphoria trade. The stock hasn’t tanked because anything is fundamentally broken at the company — in fact, the long-term thesis still rests on solid ground: hyperscaler demand, custom silicon tied to AI datacenters, … [Read more...] about Broadcom’s Slide and the Shift in Market Expectations

It feels almost inevitable that a model built on locking creativity behind recurring fees would eventually collide with a wave of tools that cost less, update faster, and feel more collaborative, intuitive, and — honestly — fun. Adobe thrived in the era where creative workflows were heavy, specialized, and software had steep learning curves. People accepted paying for Photoshop … [Read more...] about Adobe and the fragility of a legacy-subscription empire

AMD slipped ahead of Nvidia’s earnings, and that nervous positioning made sense: when one company effectively defines the AI hardware economy, the entire sector trades around its results. But now that Nvidia has delivered a strong report — confirming surging AI demand, continued hyperscaler spending, and a forward outlook that still points upward — the tone may start to shift. … [Read more...] about AMD’s Pullback Looks More Like a Pause — And Nvidia’s Beat May Be the Turning Point

There’s a familiar rhythm to November in Canada: the first real cold snaps, the early darkness, and that gradual drumbeat toward Black Friday, Cyber Monday, and Boxing Day. It's the season where most of us try to be generous without tipping our personal budgets into chaos. So PayPal choosing now to launch PayPal Pay in 4 in Canada feels like a fairly intuitive move, like adding … [Read more...] about PayPal Pay in 4 Arrives in Canada for the Holiday Rush

The latest quarter for NuScale Power reads less like a standard earnings update and more like the moment a long-promised technology finally steps onto the commercial stage. For years, NuScale has held a unique position in the nuclear landscape: the first and only small modular reactor (SMR) design to secure approval from the U.S. Nuclear Regulatory Commission. That regulatory … [Read more...] about NuScale Power: The SMR Bet Moves From Concept to Commercial Deployment