Kevin Smith

Salesforce and Nvidia develop Koa, an AI model dedicated to CRM

Salesforce, together with Nvidia, has developed Koa, its first reasoning model specifically focused on CRM for Agentforce. Based on NVIDIA Nemotron 3 Super, it is designed to enable AI agents to reason through complex, multi-step processes and select the right tools for each task. The model was post-trained using proprietary synthetic data replicating nearly three decades of knowledge drawn from Salesforce's CRM deployments.

16 September 2026 at 04:39 pm AEST

Under Attack, Fair Isaac Defends Its Monopoly

A monopoly position is an investor's dream. Until it isn't any more.

15 September 2026 at 11:22 pm AEST

Belron, the Owner of Carglass and Safelite, readies its IPO

Controlled by Belgian conglomerate D'Ieteren, the windshield repair specialist, which, amongst other things, owns the well-known franchises Carglass, Autoglass and Safelite, is considering an IPO that would value it at EUR30bn.

14 September 2026 at 07:30 pm AEST

The Baldwin Group buyout could reignite momentum in the insurance brokerage sector

A consortium of investors led by Michael Dell's family office plans to take over insurance brokerage specialist The Baldwin Group.

14 September 2026 at 06:24 pm AEST

Brutal Valuation Reset for Fidelity National Information Services

The provider of payments, core banking and compliance services has, for decades, handled the plumbing of the North American banking sector, operating in a near-oligopoly alongside rivals Fiserv and Jack Henry.

11 September 2026 at 07:42 pm AEST

From a hunter, Uber becomes the hunted

Once the "chief disruptor" of the traditional economy, to the point that its name was rightly used to describe the phenomenon of uberization, Uber has suddenly shifted from predator to prey.

11 September 2026 at 05:53 pm AEST

Visa partners with IFC to expand access to digital payments in emerging markets

11 September 2026 at 04:54 pm AEST

Luckin Coffee brings Abu Dhabi's sovereign wealth fund into its shareholder base

This $1 billion transaction is, of course, a footnote at Mubadala's scale, which has nearly $400 billion in assets under management, although it fits a broader push into the world's second-largest consumer market, after an earlier investment in Shein, which was just recently listed.

10 September 2026 at 11:34 pm AEST

Uber Eats and Wakefern Food partner to offer grocery delivery in northeastern US

09 September 2026 at 11:57 pm AEST

Nordex Riding the Wind Again

The German onshore wind turbine maker is back in favor on the stock market, in analysts' good books once again.

09 September 2026 at 07:10 pm AEST

Indestructible, Inditex thrives in what is otherwise a harsh environment

The Spanish apparel group, parent company of Zara, Pull&Bear, Bershka and Massimo Dutti, amongst others, published its interim results this morning.

09 September 2026 at 05:58 pm AEST

Brown-Forman Still Trading at Valuation Multiples Not Seen Since the Subprime Crisis

No rebound, although operations have partly stabilized for the American spirits group that owns the Jack Daniel's franchise, which published its Q1 results last week.

08 September 2026 at 09:59 pm AEST

SigmaRoc further strengthens its position in a strategic industry

The London-listed lime producer reported its interim results yesterday.

08 September 2026 at 06:09 pm AEST

Based on fundamentals, there's nothing mysterious behind the slump in EssilorLuxottica's share price

Is EssilorLuxottica's harsh stockmarket setback over the past ten months linked to the Florentine drama playing out behind the scenes for control of the group?

07 September 2026 at 10:13 pm AEST

Australia's Arafura Rare Earths is testing shareholder patience

The powerful resurgence of investor interest in the mining sector has yet to lift Australian rare earths specialist Arafura.

07 September 2026 at 07:09 pm AEST

Fifteen Years at Apple's Helm: Taking Stock of Tim Cook's Tenure

Tim Cook's fifteen-year tenure at the head of Apple has been, in every respect, a genuine success.

07 September 2026 at 05:05 pm AEST

Last lap for Exmar, ahead of a probable forthcoming delisting

As a company that is over 200 years old, the Belgian shipowner specializing in gas shipping and floating regasification infrastructure recently posted strong interim results.

04 September 2026 at 10:28 pm AEST

Measured Progress, but Real Gains at Victoria's Secret

Victoria's Secret has just posted solid H1 results, although that has not stopped the market from greeting them with caution.

04 September 2026 at 12:41 am AEST

Uber: Jefferies still a buyer after layoffs announced

03 September 2026 at 11:26 pm AEST

KKR strengthens its global platform within its Credit & Markets business

03 September 2026 at 12:01 am AEST

Momentum Still Running Strong for Vita Coco

For now, the coconut water pioneer on store shelves keeps proving critics wrong and defying gloomy forecasts.

02 September 2026 at 08:06 pm AEST