Agora, Inc.
$4.13
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Weekly Playbook: Software Multiples and Capital Returns (TPR, INTU, AGYS)
May 17, 2026
With the Nasdaq and S&P 500 softer overnight amid a cautious, higher-for-longer macro backdrop, investors are filtering for execution quality and margin durability over top-line promises. This week’s
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De-escalation, Hyperscaler Capex, and the Physical Realities of the AI Arms Race
Apr 18, 2026
The unofficial de-escalation of the Iran conflict has removed a significant macro overhang, clearing the path for the Information Technology sector to resume its structural breakout. With the geopolit
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