Enterprise Edge: Insights & Innovations
- Can APAC enterprises afford to wait for governments to shape AI governance?
Regulation imposed after AI systems are deployed is harder to apply and enforce than governance embedded from the start.
- Gavin Newsom admits ‘California derangement syndrome’ is real but won’t hide his interest in a presidential run
by Steve Peoples, The Associated Press"I mean, you already feel it, right? There are folks out here — they’re saying they’re already starting to interview state directors."
- Upcoming inflation data could determine if the Federal Reserve hikes interest rates soon, leaving Wall Street on edge
by The Associated PressThe producer price index comes out on Thursday, and the consumer price index comes out on Friday.
- We got more defensive last week as Wall Street raised the bar for AI stocks
We initiated positions in defensive stocks to balance our AI exposure amid higher oil prices and Treasury yields.
- Zscaler beats earnings expectations, issues upbeat guidance but stock falls
CEO Jay Chaudhry said he's "very bullish" on Zscaler's agentic Zero Trust offering, which is gaining early momentum
- Lululemon stock plunges 20% on disappointing earnings and outlook
Lululemon posted another quarter of disappointing results and a sales slowdown as the company struggles to turn its business around.
- Broadcom delivers strong earnings view as CEO touts growth with AI labs
Broadcom gave a disappointing revenue forecast for the current quarter but provided robust earnings guidance for fiscal 2028.
- Broadcom guides to big numbers but investors wanted more. Why we're OK to hold for now
We recently reduced our position size, which allows us to be more patient with this one.
- Snowflake spikes 22% on healthy results and AI coding momentumon September 2, 2026 at 8:28 pm
- Palo Alto Networks beats quarterly estimates on AI demand, continues acquisition spreeon September 2, 2026 at 4:41 pm
- We're lifting our price target on Palo Alto Networks as AI-driven cyber demand intensifieson September 2, 2026 at 2:46 pm
- Dell surges 9% after lifting fiscal 2027 forecast on AI server strengthon September 1, 2026 at 9:40 pm
- The 'choose your own adventure' earnings: Why retailers are handling tariff refunds so differentlyon August 31, 2026 at 2:12 pm
- BYD shares slide as fierce China competition dents first-half earningson August 31, 2026 at 4:01 am
- The big lesson from this week's earnings: The AI buildout is not a zero-sum gameon August 29, 2026 at 1:25 pm
- CEO of buy now, pay later giant Affirm says high gas prices are hitting U.S. shopperson August 28, 2026 at 8:09 pm
- Marvell shares tumble 6% as outlook underwhelms despite 37% revenue growthon August 28, 2026 at 1:42 pm
- Gap shares jump 12% after company names new Old Navy CEO to revive struggling brandon August 27, 2026 at 9:54 pm