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Month: November 2025

Axon shares tank 17% after tariffs crush earnings
BusinessManufacturingTechnology

Axon shares tank 17% after tariffs crush earnings

Axon’s stock dropped 17% after reporting disappointing Q3 earnings. The company missed analyst expectations with adjusted earnings of $1.17 per share versus $1.52 forecast. Tariff impacts squeezed gross margins despite strong revenue growth across business segments.

by Samuel KimNovember 5, 2025
Xpeng bets on solid-state batteries for humanoid robots
HardwareInnovationTechnology

Xpeng bets on solid-state batteries for humanoid robots

Xpeng Motors is taking a surprising approach to solid-state battery adoption. Instead of electric vehicles, the Chinese automaker wants to power humanoid robots with the emerging technology by late 2026.

by Priya KapoorNovember 5, 2025
JP Morgan’s $1.5 Trillion Bet on American Manufacturing
BusinessInnovationManufacturing

JP Morgan’s $1.5 Trillion Bet on American Manufacturing

JP Morgan Chase is deploying $1.5 trillion over 10 years to strengthen critical industries. The Security and Resiliency Initiative includes direct investments in defense, AI, supply chains and energy. This comes as the US races to counter China’s global economic influence.

by Samuel KimNovember 5, 2025
M&S profits plunge 99% after devastating cyber attack
BusinessCybersecurityTechnology

M&S profits plunge 99% after devastating cyber attack

A ransomware attack has wiped out nearly all of Marks & Spencer’s profits, causing a 99% plunge. The retailer’s online systems were down from Easter through summer, costing hundreds of millions.

by Samuel KimNovember 5, 2025
WatchGuard’s New CEO Wants to Double MSP Cybersecurity Margins
BusinessCybersecurityInnovation

WatchGuard’s New CEO Wants to Double MSP Cybersecurity Margins

WatchGuard has appointed former Kaseya president Joe Smolarski as its new CEO. Smolarski plans to apply his Kaseya playbook to help MSPs double their cybersecurity margins. The move signals aggressive growth plans for WatchGuard’s zero trust platform.

by Priya KapoorNovember 5, 2025
The ‘Secret Recession’ Is Over, Says Top Wall Street Analyst
BusinessInnovationTechnology

The ‘Secret Recession’ Is Over, Says Top Wall Street Analyst

According to a top Wall Street analyst, much of the U.S. private economy just emerged from a three-year “rolling recession” that most economists missed. The recovery began in April 2025, with earnings now growing at the fastest pace since 2021 and revenue beats more than double historical averages.

by Priya KapoorNovember 5, 2025
TikTok Dodges Bullet, But DJI and TP-Link Are Next Targets
CybersecurityPolicyPrivacy

TikTok Dodges Bullet, But DJI and TP-Link Are Next Targets

While TikTok appears safe for now, the Trump administration is aggressively pursuing bans against other Chinese tech giants. DJI drones face a December 23, 2025 cutoff, and TP-Link routers could be next. American companies are positioning to benefit from the crackdown.

by Samuel KimNovember 5, 2025
AMD’s PC business is quietly crushing it
HardwareSemiconductorsTechnology

AMD’s PC business is quietly crushing it

AMD’s client CPU business reached a record $2.8 billion in Q3 2025, with desktop sales hitting all-time highs. The company gained nearly 10 percentage points of market share and expects the growth to continue. Meanwhile, data center revenue hit $4.3 billion as AI dominated the earnings call.

by Priya KapoorNovember 5, 2025
Vantage Towers Taps Martin Bouchard as Next CEO
BusinessInnovationTechnology

Vantage Towers Taps Martin Bouchard as Next CEO

Vantage Towers has named Martin Bouchard as its next CEO, effective May 1, 2026. The current American Tower Germany CEO brings over 25 years of telecom experience to the European tower company.

by Priya KapoorNovember 5, 2025
Beyond the rare earth hype – can America actually scale?
BusinessManufacturingTechnology

Beyond the rare earth hype – can America actually scale?

General Motors is pushing for real scale in domestic supply chains, moving beyond announcements to actual production. The company has invested over $60 billion since 2020 and employs nearly 90,000 U.S. workers. But scaling faces major hurdles in financing, permitting, and workforce development.

by Samuel KimNovember 5, 2025

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