Countries
-
Arm’s F-1, Arm’s Risks, Arm’s Price
Arm’s F-1 is out, and while there is a reasonable plan for growth, its hard to justify the price Softbank is hoping for.
-
Adyen Earnings, Adyen’s European Context, Adyen vs. Stripe
Adyen, the Stripe of Europe, had its roughest earnings as a public company; the biggest takeaway is how different their business actually is
-
Micron’s China Ban; Neeva Gives Up on Search; Uber and Waymo, Finally
Micron takes a hit in the U.S.-China tech war, Neeva gives up on search (and is acquired by Snowflake), and Uber and Waymo finally partner up.