On February 2, 2026, Palantir Technologies delivered a quarterly performance that didn't just beat expectations—it redefined what enterprise AI growth looks like. With 70% year-over-year revenue expansion, a Rule of 40 score of 127%, and guidance implying 61% growth for 2026, the company has staked its claim as the defining enterprise AI platform of this generation. But Palantir's earnings are more than a single-company story.

Is Bitcoin digital gold or high-beta tech? The data says neither. This evidence-based analysis reveals Bitcoin's correlations with gold and Nasdaq are regime-dependent—spiking during liquidity crises, then reverting to low levels. While 2020-2022 saw strong equity correlation, it's now back to historical norms. The verdict: Bitcoin is a macro-sensitive asset with its own cycle, not a substitute for traditional assets.

On January 9, 2026, President Trump revived a campaign promise that sent shockwaves through financial markets: a proposal to cap credit card interest rates at 10% for one year. While the announcement garnered bipartisan attention and appeals to consumers drowning in $1.23 trillion of credit card debt, the economic implications reveal a far more complex story—one that economists have studied for centuries through the lens of price controls.

Three days into CES 2026, one thing has become abundantly clear: we're witnessing the birth of a new technological era. While previous years showcased AI as software that thinks, this year's conference has revealed AI as a force that acts—perceiving the world, making decisions, and physically interacting with reality.

Wall Street is bracing for what could become the most extraordinary initial public offering (IPO) year in market history. Investment bankers describe the deal calendar heading into 2026 as "overwhelming" and reaching "fever pitch." The 2026 IPO pipeline features an unprecedented concentration of "hectocorn" companies—private firms valued at $100 billion or more—with SpaceX, OpenAI, and Anthropic collectively targeting valuations exceeding $2.8 trillion.

When LinkedIn—the platform where professionals network and job hunt—added games with leaderboards in 2024, something profound shifted. If even LinkedIn believes gaming mechanics drive engagement, we're witnessing more than a trend. We're watching social media evolve in real time.

The "Not Dying as a Service" Business Model Explained Hims & Hers (HIMS) isn't just another telemedicine company peddling generic Viagra through a slick app. Beneath the millennial-friendly branding lies a far more ambitious bet: that compounding —the centuries-old practice of custom-mixing medications—can be industrialized, weaponized, and scaled into a moat that traditional pharmacies and big pharma can't easily replicate. This isn't about convenience. It's about fundamenta

The Federal Reserve ended its quantitative tightening program on December 1, 2025, marking a significant shift in monetary policy. For investors trying to gauge what comes next, history offers a remarkably clear blueprint. The last time the Fed navigated this exact scenario was 2019, and the results were spectacular for equity markets.

What if the future of AI—the fate of trillions of dollars, entire tech empires, and perhaps even the global economy—has already happened before? What if the blueprint for what comes next is buried in the 1800s? Right now, AI spending is exploding toward $400 billion a year, and many experts say we're repeating one of the wildest booms in economic history: the Railway Manias. Railroads transformed the world, but they also bankrupted investors, destabilized banks, and triggered

Executive Summary : Ethereum is launching Fusaka on December 3, 2025—a major upgrade that makes the network faster, more profitable, and more user-friendly. For ETH investors, this is meaningful because it directly strengthens Ethereum's ability to generate fees and attract mainstream users, potentially supporting higher long-term ETH valuations. [1] [2] [3] [4] What is Fusaka, and why should you care? Think of Ethereum like a toll highway. Right now, there's a limit to how m

Executive Summary Black Friday 2025 shattered records with $11.8 billion  in online sales—a 9.1% year-over-year increase—but the true story lies beneath the headline. AI-driven sales accounted for approximately $3 billion  of that total, while 54% of consumers  leveraged AI tools for holiday shopping[27][35]. Traffic to retail sites from AI services surged 805% compared to 2024, with AI-referred customers converting at rates 38% higher  than traditional shoppers[23][31]. Thi

Google [finance:Alphabet Inc.] is quietly building a serious challenge to NVIDIA [finance:NVIDIA Corporation] and AMD [finance:Advanced Micro Devices, Inc.] dominance in AI chips. While NVIDIA controls roughly 80% of the AI accelerator market, Google's Tensor Processing Units (TPUs) represent a fundamentally different approach—one that could reshape how enterprises think about AI infrastructure costs. The Architecture Divide The key difference isn't just speed—it's purpose. T

TELUS shares have tumbled 10.98%  over the past two weeks, dropping from C$20.68 to C$18.41 as of November 24, 2025. The selloff accelerated on November 18 when the stock plunged 5.28%  following a critical analyst downgrade that questioned the sustainability of the company's attractive 8.8% dividend yield . The Downgrade Catalyst JPMorgan Chase analyst Sebastiano Petti cut TELUS to "underweight" from neutral on November 18, slashing the price target from C$22 to C$19. The do

Nvidia has become the defining equities story of the AI era, and its rise has pushed valuation debates to the forefront of market conversation. As the company prepares to report its fiscal third-quarter 2026 earnings, few topics generate as much investor debate as whether Nvidia’s breathtaking rally has pushed its stock into overvalued territory—or whether fundamentals continue to justify new highs. The stakes extend far beyond one company’s earnings: Nvidia’s results are a p

The story of Bitcoin is one of disruptive innovation, speculation, and a relentless quest to understand the forces shaping its value. Over the past decade, cycles of euphoria and consolidation have established a pattern that traders, analysts, and investors across the globe now watch with growing anticipation: the Bitcoin 4-Year Cycle. This phenomenon, marked by predictable boom periods often driven by halving events and followed by quieter lulls, offers a unique lens through

Discover why Bitcoin’s current trajectory could rewrite everything you know about crypto market cycles. Axum Holdings’ latest research challenges the legacy of the four-year halving pattern, unveiling how unprecedented institutional adoption and rapid ETF inflows have fundamentally transformed the landscape for digital assets. The report delivers a data-rich, compelling thesis that Bitcoin’s historic boom-bust rhythm is evolving into a longer, more mature cycle—potentially ex

If you're one of the 71% of Americans who rely on credit card rewards to maximize your spending, a seismic shift is coming that could fundamentally change how you earn points, cashback, and travel benefits. On November 10, 2025, Visa and Mastercard reached a historic settlement with merchants—ending a 20-year legal battle over the hidden fees that fund your favorite rewards programs. While this may sound like dry financial news, the implications for your wallet are profound.

Unlock the story behind one of the most dramatic quarters in fintech—Robinhood's Q3 2025 earnings reveal is reshaping how investors think about growth, risk, and valuation in today's market. In our exclusive Axum Holdings report, you'll discover why Robinhood's revenues doubled, profit tripled, and yet the stock sold off despite a historic year-to-date rally of over 280%. Dive inside to see how Robinhood's explosive, transaction-driven growth stacks up against SoFi, whose ste

Amazon Web Services (AWS) sits atop the global cloud market with roughly 30% share in 2025, but its cloud dominance is shaping the competitive future of artificial intelligence and robotics in ways many investors overlook. In the latest Axum Holdings report, we follow the logic of how AWS’s unmatched scale, elasticity, and integrated AI services create strategic advantages that go beyond cost savings—delivering compounding network effects, powerful data flywheels, and industr

Axum Holdings Research Division — October 29, 2025 Artificial intelligence is no longer a futuristic concept in financial services—it's the competitive battleground defining winners and losers today. With over 85% of financial institutions now deploying AI across critical operations, the technology has evolved from experimental pilots to mission-critical infrastructure. Industry spending on AI is projected to nearly triple from $35 billion in 2023 to $97 billion by 2027, refl