Earnings call transcript: SES Q2 2026 revenue miss tempers margin gains

The US Army put its prototype command-and-control system to the test in the desert. Now, it’s sorting out what performed well enough to be scaled across the service — and what should be cut. The Army has been developing Next Generation Command and Control, or NGC2, alongside industry partners like Anduril and Palantir, and at…

This article was written by Follow With combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has been a regular contributor on Seeking Alpha since 2017….

Key insight: In building their own AI tools, banks must keep humans embedded at high-stakes moments and give customers transparency and control over AI’s involvement, according to executives from JD Power and PwC. Expert quote: “When it comes to customer service, I still believe that the differentiator is going to be human touch.” —George Korizis,…

Keel Infrastructure: Beware Delta-Of-Ruin Profile

I am 53 years old. Never in my life have I allowed myself to buy a car I truly love…until now. This is the story of how I allowed myself to make a huge purchase just for the joy of it. And it wasn’t even a purchase I’d intended to make. Let me explain. During…

A group of House Democrats is calling for the leaders of OpenAI, Anthropic and other major AI companies to testify before Congress following a spate of hacking incidents that the lawmakers say “have serious implications for Americans’ safety and security.” “Unfortunately, Congress has so far completely failed to respond to the threats posed by AI…