There’s a subtle shift running through Maersk’s latest results, something steadier than the volatility of the last few years. The headline numbers show a company adjusting to a post-boom environment: revenue down year-on-year because freight rates have normalized, profitability lower than the pandemic’s distorted peaks. Yet the tone of the quarter feels more confident than … [Read more...] about Maersk Q3 2025: The Quiet Rebuild of a Global Trade Powerhouse
Briefing
Tempus AI: Scaling Into an Inflection Point
Tempus delivered the kind of quarter that forces you to reconsider where the company sits in its maturity curve. Revenue in Q3 2025 grew 84.7% year-over-year to $334.2 million, driven primarily by continued strength in genomic testing and accelerating demand across both oncology and hereditary diagnostics. Importantly, the company did not just grow the top line; it expanded … [Read more...] about Tempus AI: Scaling Into an Inflection Point
Palantir’s Explosive Q3: When “AI Leverage” Becomes a Revenue Machine
Palantir’s Q3 2025 numbers read like a victory lap for the AI-driven enterprise software thesis. The Denver-based company once dismissed as a defense contractor in disguise has now become a poster child for scalable AI monetization. With total revenue up 63% year-over-year to $1.18 billion and U.S. commercial sales soaring 121%, Palantir has managed to do what few AI software … [Read more...] about Palantir’s Explosive Q3: When “AI Leverage” Becomes a Revenue Machine
Nexperia, China, Netherlands: A Semiconductor Flashpoint in Europe’s Geopolitical Balancing Act
The clash between the Dutch government and China over Nexperia has rapidly evolved from a corporate governance issue into a defining episode in Europe’s broader struggle to reconcile technological openness with strategic autonomy. What began as a quiet intervention under the Netherlands’ rarely used Goods Availability Act now echoes across global supply chains, highlighting how … [Read more...] about Nexperia, China, Netherlands: A Semiconductor Flashpoint in Europe’s Geopolitical Balancing Act
Jensen Huang and the AI Virtuous Cycle: The Economics of Infinite Acceleration
Jensen Huang has a knack for turning technical revolutions into elegant economic metaphors. His recent claim that artificial intelligence has entered a “virtuous cycle” isn’t just another confident CEO slogan—it’s a concise theory of how exponential industries sustain themselves. Huang describes a feedback loop where improved AI models drive more users, more users generate more … [Read more...] about Jensen Huang and the AI Virtuous Cycle: The Economics of Infinite Acceleration