Topics · 8 pieces
Buybacks
Everything we've published tagged buybacks.
Salesforce Just Had Its Best Day in Months. The Real Story Isn't the Revenue.
A $25 billion buyback, a war on traditional software, and a valuation gap that still hasn't closed — here's the domino chain most investors are missing.
Salesforce Just Told You Something About Every Software Stock You Own
A blowout quarter, a $27 billion buyback binge, and the first real proof that companies are buying AI agents — not just talking about them.
Salesforce Just Proved Enterprise AI Isn't Vaporware — Here's What Falls Next
A blowout quarter, a $25 billion buyback, and a sector-wide rotation that's just getting started.
Grab Is Dropping Despite Buying Its Own Stock — That's a Red Flag
Southeast Asia's super-app is spending $400 million on buybacks, acquiring a $600 million business, and watching its stock slide toward a 52-week low. Something doesn't add up.
Grab Is Spending $1 Billion to Prop Itself Up. The Stock Keeps Falling Anyway.
Southeast Asia's super-app is buying back shares, acquiring competitors, and still sliding toward its 52-week low — here's what the dominoes look like from here.
Salesforce Just Had Its Worst Day in Years — and the Damage Isn't Contained
A geopolitical war, a $25 billion buyback gone wrong, and a sector-wide repricing that smart generalists need to understand.
Netflix Just Had Its Best Quarter Ever — and Lost 10% in a Day
The market punished Netflix for looking backward instead of forward, and the ripple effects go further than streaming.
The Luxury Automaker That Runs Like a Handbag Company
Ferrari's years-long waitlist isn't a bug — it's the most powerful pricing weapon in the car business, and the dominoes it sets off go far beyond the showroom.