May arabica coffee (KCK26 ) on Thursday closed down -2.40 (-0.81%), and May ICE robusta coffee (RMK26 ) closed down -73 (-2.07%). Coffee prices settled lower on Thursday amid a stronger dollar ($DXY ). Also, the outlook for a record Brazilian coffee crop is weighing on coffee prices. Last Thursday,...
May arabica coffee (KCK26 ) on Thursday closed down -2.40 (-0.81%), and May ICE robusta coffee (RMK26 ) closed down -73 (-2.07%). Coffee prices settled lower on Thursday amid a stronger dollar ($DXY ). Also, the outlook for a record Brazilian coffee crop is weighing on coffee prices. Last Thursday,...
Delta Air Lines Inc signed a deal with Amazon.com Inc’s Leo to bring low-Earth orbit satellite Wi-Fi to 500 aircraft starting in 2028. The deal snubs SpaceX’s Starlink as the rocket company reportedly moves toward filing what could be the largest IPO ever. Why Amazon Over Starlink Delta chose Amazon Leo because of its existing relationship with Amazon Web Services, which already powers the airline...
Delta Air Lines Inc signed a deal with Amazon.com Inc’s Leo to bring low-Earth orbit satellite Wi-Fi to 500 aircraft starting in 2028. The deal snubs SpaceX’s Starlink as the rocket company reportedly moves toward filing what could be the largest IPO ever. Why Amazon Over Starlink Delta chose Amazon Leo because of its existing relationship with Amazon Web Services, which already powers the airline’s internal systems. The service promises download speeds up to 1 gbps per aircraft and will be free
The mighty Zambezi River has its source in northern Zambia, and flows north, west, south, then east, tracing borders for several countries including Zimbabwe. As the river enters Zimbabwe, the water molecules begin to flow faster, unknowingly energised – developing first into a rush, then eventually a torrent as they plunge down the Victoria Falls. This is an excellent analogy of the extremes of s...
The mighty Zambezi River has its source in northern Zambia, and flows north, west, south, then east, tracing borders for several countries including Zimbabwe. As the river enters Zimbabwe, the water molecules begin to flow faster, unknowingly energised – developing first into a rush, then eventually a torrent as they plunge down the Victoria Falls. This is an excellent analogy of the extremes of stock market price movements. In a stock market crash, prices move slowly, then very fast. My...
hapabapa/iStock Editorial via Getty Images With fears of an AI-induced software apocalypse hitting markets, Workday, Inc. ( WDAY ) clearly hasn't been spared in the carnage. As shown in the chart below, the stock has seen losses of over 40% in the past six months and the bulk of those declines have occurred this year. Interestingly, despite being a tech focused analyst, I haven't initiated coverag...
hapabapa/iStock Editorial via Getty Images With fears of an AI-induced software apocalypse hitting markets, Workday, Inc. ( WDAY ) clearly hasn't been spared in the carnage. As shown in the chart below, the stock has seen losses of over 40% in the past six months and the bulk of those declines have occurred this year. Interestingly, despite being a tech focused analyst, I haven't initiated coverage on this SaaS giant yet. Given the current state of things, I believe that now is the right time to take a look at their fundamentals and give readers my analysis. Seeking Alpha Below, little signs of a SaaSpocalypse are found. Growth actually accelerated in their Q4 and margins expanded. Moving forward, guidance for FY2027 was decent but slower margin expansion may be a near term risk as the company continues to invest in AI. For long term investors this may actually be a good sign. With the forward P/E now at clearly depressed levels, I have decided to initiate Workday at a buy rating as the end of the line for the company is really nowhere in sight. AI Integration Workday Q4 Presentation While the market is fretting about AI disruption for Workday, in reality the company has integrated AI deep within their enterprise solutions. In just a second, we'll see how successful the company has been in monetizing this but at least it is clear from the above infographic that they haven't been slow to adapt to a changing landscape. As you can see, they have a strong ecosystem of agents including Workday Agents and so it seems that the company has been quick to react to the boom in agentic AI. Growth Accelerated Seeking Alpha Workday reported their FY2026 Q4 earnings in late February. Let's start with the top line numbers. The company generated total revenues of $2.532 billion, up 14.5% YoY. This is an acceleration of growth from the previous quarter's 12.6% increase and so it actually seems that Workday's business trajectory is improving. For their subscription revenues specifical...
Deutsche Telekom (ETR:DTE) used its annual general meeting in Bonn to outline an artificial intelligence-focused expansion strategy alongside updated shareholder returns and governance measures, after reporting what CEO Timotheus Höttges called “yet another record year” in 2025. Management spotligh
Deutsche Telekom (ETR:DTE) used its annual general meeting in Bonn to outline an artificial intelligence-focused expansion strategy alongside updated shareholder returns and governance measures, after reporting what CEO Timotheus Höttges called “yet another record year” in 2025. Management spotligh