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Oracle + TikTok = New Era

Sep 28, 2025

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7 min read

Oracle + TikTok = New Era

From cloud to content, the deal shows how tech giants are broadening their reach.

George Babis
George Babis
Root $ROOT: The Insurtech Everyone Counted Out — Until Now

Sep 24, 2025

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7 min read

Root $ROOT: The Insurtech Everyone Counted Out — Until Now

Once left for dead, Root is proving skeptics wrong with profitability, and a valuation gap that could close fast.

George Babis
George Babis
When the Fed Cuts, the World Listens

Sep 21, 2025

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9 min read

When the Fed Cuts, the World Listens

Markets cheer the Fed cut and tech momentum, Intel surges, and housing’s rebound shows resilience

George Babis
George Babis
Nebius $NBIS Rewrites the AI Playbook and the Market Is Still Catching Up

Sep 17, 2025

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3 min read

Nebius $NBIS Rewrites the AI Playbook and the Market Is Still Catching Up

Even after a 50% spike, Nebius’ re-rating potential has only just begun

George Babis
George Babis
Oracle’s AI Backlog Breaks the Chart

Sep 14, 2025

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9 min read

Oracle’s AI Backlog Breaks the Chart

A 359% surge in RPO steals the week as macro clouds swirl and rate cut bets build.

George Babis
George Babis
Reddit’s Transformation Story Is Only Beginning

Sep 10, 2025

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3 min read

Reddit’s Transformation Story Is Only Beginning

High-margin ad growth and capital-light economics set up a powerful runway

George Babis
George Babis
Markets Get New Names, Apple Gets New Toys

Sep 7, 2025

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6 min read

Markets Get New Names, Apple Gets New Toys

From index reshuffles to Apple’s September showcase, investors are getting plenty of “new” to weigh this week.

George Babis
George Babis
$NU Might Be the Most Undervalued Fintech on the Market and Here’s Why

Sep 3, 2025

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3 min read

$NU Might Be the Most Undervalued Fintech on the Market and Here’s Why

Rapid growth, surging profits, and a valuation that still looks too cheap

George Babis
George Babis
Summer Rally, Autumn Test

Aug 31, 2025

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8 min read

Summer Rally, Autumn Test

From Fed politics to $15B Klarna, last week’s signals set the tone for fall markets

George Babis
George Babis
Hinge Health: The Future of MSK Care

Aug 27, 2025

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4 min read

Hinge Health: The Future of MSK Care

With Fortune 500 adoption, 98% retention, and expanding free cash flow, Hinge is built to compound.

George Babis
George Babis
Powell Lights the Fuse

Aug 24, 2025

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9 min read

Powell Lights the Fuse

Rate-cut hopes, retail strength, and Bitcoin ETF mania fuel a record-setting week

George Babis
George Babis
Lemonade’s AI Bet Finally Pays Off

Aug 20, 2025

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3 min read

Lemonade’s AI Bet Finally Pays Off

Lemonade’s AI-native model is reaching an inflection point — and Wall Street is noticing

George Babis
George Babis
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