Ajmal Hussain

Ajmal Hussain

Software & Internet Analyst

Software and internet analyst focused on SaaS, platform businesses, and AI application layers. Former growth analyst with experience in ARR modeling, churn/NRR analysis, and competitive positioning. Writes with a product-first lens: why users adopt, why they stay, and what drives pricing power.

Articles 743

Feb 3, 2026 Finance

Palantir's Revenue Surge Driven by Deepened Client Engagement Amid AI Enhancements

CEO Alex Karp Highlights Increased Spending from Existing Customers Rather Than New Client Acquisition as Primary Growth Factor

Palantir Technologies has experienced a significant rebound in revenue propelled chiefly by heightened expenditure from current customers instead of a...

Feb 3, 2026 Finance

Liberty Global and Google Cloud Team Up for AI Enhancements Across European Telecom Operations

Five-year agreement to integrate Gemini AI and Google hardware powers new customer service and entertainment features

Liberty Global has secured a five-year deal with Alphabet's Google Cloud to implement Gemini AI and cloud tools throughout its European telecom assets...

Feb 3, 2026 Finance

Healthcare Giants Face Regulatory Challenges Impacting Profits from Medicare and PBM Practices

Medicare Advantage Payment Caps and Proposed Transparency Rules for Pharmacy Benefit Managers Could Pressure Earnings of UnitedHealth, CVS, and Humana

Healthcare companies including UnitedHealth Group, CVS Health, and Humana are confronting significant regulatory challenges as the U.S. Department of ...

Feb 3, 2026 Finance

OpenAI Affirms Strong Partnership with Nvidia Amid Speculation on AI Chip Alternatives

Despite Reports of Dissatisfaction, OpenAI CEO Sam Altman and Executives Highlight Continued Commitment to Nvidia Hardware for AI Compute Needs

OpenAI’s CEO Sam Altman publicly reaffirmed the company’s strong collaboration with Nvidia, countering recent reports suggesting discontent with s...

Feb 2, 2026 Trade Ideas

Fidelity National Financial: Market Fears Outliving the Facts - A Buy-on-Weakness Trade

Strong cash flow, low leverage and an upcoming F&G distribution make FNF a compelling long with a clear risk-managed entry.

FNF's business generates steady operating cash, pays a growing dividend and trades at a modest multiple. Many investors still price in legacy fears ar...

Trade Idea Long
Feb 2, 2026 Finance

Apple Stock Surges Amid OpenAI App Launch and Foldable iPhone Development

New AI coding assistant app and ongoing foldable iPhone explorations contribute to upward momentum in Apple shares

Apple Inc shares rose significantly on Monday following the launch of OpenAI's standalone coding assistant app, which is currently exclusive to Apple ...

Bad Bunny's Landmark Grammy Victory Highlights Latino Representation Amid Rising Anti-Immigrant Sentiment
Feb 2, 2026 News & Politics

Bad Bunny's Landmark Grammy Victory Highlights Latino Representation Amid Rising Anti-Immigrant Sentiment

The 2026 Grammy Awards showcased shifting industry demographics and amplified immigration-related discourse through prominent artists' speeches

At the 2026 Grammy Awards, Bad Bunny's win for Album of the Year with "Debí Tirar Más Fotos" marked a significant moment for Latino representation i...

Partial Government Shutdown Delays January Employment Report and Labor Market Data
Feb 2, 2026 Business News

Partial Government Shutdown Delays January Employment Report and Labor Market Data

Continuing political impasse impacts critical economic indicators and federal data release schedule

A recent partial shutdown of the federal government has resulted in the postponement of pivotal labor market data releases, including the January jobs...

Feb 2, 2026 Finance

Lam Research Advances AI-Centric Semiconductor Technologies in Partnership with CEA-Leti

Collaboration targets cutting-edge materials and fabrication methods to accelerate Specialty Technology devices for AI and HPC

Lam Research Corp is intensifying its commitment to pioneering semiconductor research by entering a strategic collaboration with CEA-Leti. This multi-...

Feb 2, 2026 Finance

US Manufacturing Index Surges While Crude Oil Prices Drop Sharply

Equities Show Mixed Performance Amidst Volatile Commodities and Global Market Movements

U.S. equity markets experienced gains early in the trading week, buoyed by a significant rise in the ISM Manufacturing PMI, which surpassed expectatio...