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The $1.5 Trillion Software Reckoning Nobody Saw Coming
EconomyEN
The $1.5 Trillion Software Reckoning Nobody Saw Coming

Franklin Templeton's CEO warns AI threatens enterprise software companies. The industry's comfortable subscription model faces its biggest disruption yet.

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SP
Seoyeon Park
US Software Stocks Crash Again—Is Your Portfolio Ready?
EconomyEN
US Software Stocks Crash Again—Is Your Portfolio Ready?

Fresh wave of selling hits US software and private equity stocks, raising questions about AI investment returns and portfolio diversification strategies for global investors.

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SP
Seoyeon Park
PayPal's Fire Sale Moment: When Fintech Giants Become Bargain Chips
EconomyEN
PayPal's Fire Sale Moment: When Fintech Giants Become Bargain Chips

PayPal attracts takeover interest after 77% stock decline. Analyzing the fintech reshuffling and what it means for digital payments future.

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SP
Seoyeon Park
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Blackstone Eyes Mexican Banking: What Wall Street's New Play Means
EconomyEN
Blackstone Eyes Mexican Banking: What Wall Street's New Play Means

Citi's Banamex sale to Blackstone-led group signals private equity's bold move into traditional banking, reshaping Latin America's financial landscape.

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SP
Seoyeon Park
Bitcoin's 'Digital Gold' Narrative Dies as Crypto Mirrors Software Stocks
EconomyEN
Bitcoin's 'Digital Gold' Narrative Dies as Crypto Mirrors Software Stocks

Bitcoin plunged to $65,400, moving in lockstep with software ETFs as AI fears trigger broader tech selloff. The safe-haven story is officially over.

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SP
Seoyeon Park
AI Security Tools Spark Cybersecurity Stock Selloff: Overreaction or Future Reality?
EconomyEN
AI Security Tools Spark Cybersecurity Stock Selloff: Overreaction or Future Reality?

Cybersecurity stocks plummet for second day as Anthropic's AI vulnerability scanner raises fears of industry disruption. CrowdStrike down 9%, Netskope drops 10%. Is AI really threatening the $200B cybersecurity market?

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SP
Seoyeon Park
Trump's 15% Global Tariffs Stand on Shaky Legal Ground
EconomyEN
Trump's 15% Global Tariffs Stand on Shaky Legal Ground

Trump announces 15% tariffs worldwide, but his own Justice Department already undermined the legal authority he's now using. Court battles loom as contradictions emerge.

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SP
Seoyeon Park
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Data Centers Want Credit Ratings. Wall Street Is Paying Attention.
EconomyEN
Data Centers Want Credit Ratings. Wall Street Is Paying Attention.

AI infrastructure boom drives data centers to seek credit ratings for billions in bond funding. A new asset class emerges as traditional financing hits limits.

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SP
Seoyeon Park
War Creates Jobs: Indian Workers Fill Labor Gaps in Russia, Ukraine
EconomyEN
War Creates Jobs: Indian Workers Fill Labor Gaps in Russia, Ukraine

Russia issues 150% more work permits to Indians since invasion as both warring nations scramble for workers. Analysis of new labor migration patterns amid geopolitical conflict

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SP
Seoyeon Park
Trump's Tariff Threats Create New Winners and Losers on Wall Street
EconomyEN
Trump's Tariff Threats Create New Winners and Losers on Wall Street

As Trump signals new tariffs on Canada, Mexico, and China, investors scramble to identify which stocks will benefit and which will suffer from the trade policy shift.

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SP
Seoyeon Park
Solana Bets $180M Treasury on Asian Infrastructure Play
EconomyEN
Solana Bets $180M Treasury on Asian Infrastructure Play

Solana Company launches Pacific Backbone network connecting Seoul-Tokyo-Singapore-Hong Kong, targeting institutional demand amid crypto market downturn

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SP
Seoyeon Park
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Novo Nordisk Loses $21B as Obesity Drug Dream Hits Reality
EconomyEN
Novo Nordisk Loses $21B as Obesity Drug Dream Hits Reality

Novo Nordisk shares plunge 15% after disappointing trial results, questioning the company's obesity drug dominance. What this means for investors and the broader weight-loss market.

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SP
Seoyeon Park
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