Serve Robotics: High-Growth Narrative Meets "Show-Me" Execution

U.S. small cap equities are coming off the strongest start to a year in more than three decades. At the same time, the Russell Indexes’ first 2026 reconstitution took effect at the end of June, with a second one scheduled for December. What was once an annual rebalance is now happening twice a year; a…

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Alex Karp’s recent AI critique landed because the concern is real — especially at banks. Processing Content When the Palantir CEO appeared on CNBC’s Squawk Box on July 1, his central argument was not simply that OpenAI and Anthropic charge too much. It was that enterprises are paying a “wealth tax” by giving their proprietary data,…

By Andy Mukherjee   Indians are getting into debt like never before, with digital lenders originating four out of five personal loans. Both developments are troubling, but the sheer proliferation — and the outrageous usury — of smartphone-based borrowing platforms is the bigger headache.   Prime Minister Narendra Modi’s government recently caught…

Sandisk Q4: Structural And Durable? I'm Not Fully Convinced