https://valueaddvc.com/pulse/snowflake-q2-fy2027-earnings-surge-22-percent-2026 Value Add Pulse en 2026-09-03T08:12:19Z Snowflake Jumps 22% as AI Coding Tools Juice Growth https://valueaddvc.com/pulse/google-ad-tech-antitrust-ruling-spared-breakup-2026 Value Add Pulse en 2026-09-02T19:42:11Z Google Spared Ad-Tech Breakup, Judge Orders Overhaul https://valueaddvc.com/pulse/microsoft-azure-revenue-disclosure-segment-overhaul-2026 Value Add Pulse en 2026-09-02T21:07:38Z Microsoft Will Finally Break Out Azure's Real Revenue https://valueaddvc.com/pulse/broadcom-q3-earnings-beat-weak-guidance-stock-drop-2026 Value Add Pulse en 2026-09-02T22:34:52Z Broadcom Beats on Earnings, Drops 5% on Weak Guidance https://valueaddvc.com/pulse/afterquery-markup-velocity-expert-data-take-2026 Value Add Pulse en 2026-09-02T10:05:00Z AfterQuery's 10x Markup in Five Months Is the Real Story https://valueaddvc.com/pulse/august-2026-megarounds-castelion-etched-2-6-billion Value Add Pulse en 2026-09-02T09:50:00Z August's Megarounds Went to Missiles and Inference https://valueaddvc.com/pulse/felix-200-million-series-c-whatsapp-remittances-2026 Value Add Pulse en 2026-09-02T13:10:19Z Miami's Felix Raises $200M for WhatsApp Banking https://valueaddvc.com/pulse/ipronics-125-million-nvidia-photonic-chips-2026 Value Add Pulse en 2026-09-02T16:50:26Z iPronics Raises $125M for AI Data-Center Optics https://valueaddvc.com/pulse/lasso-security-30-million-cpu-ai-guardrails-2026 Value Add Pulse en 2026-09-02T15:35:09Z Lasso Security Raises $30M for CPU-Only AI Guardrails https://valueaddvc.com/pulse/palantir-karp-backs-fedorov-ukraine-defense-startup-2026 Value Add Pulse en 2026-09-02T15:24:07Z Palantir's Karp Backs Fedorov's New Defense Startup https://valueaddvc.com/pulse/g20-carolina-principles-ai-regulation-split-2026 Value Add Pulse en 2026-09-02T07:39:34Z US Pushes G20 Toward Hands-Off AI Rules. Hassabis Objects. https://valueaddvc.com/pulse/metr-stolen-api-key-600k-credits-2026 Value Add Pulse en 2026-09-01T20:55:00Z Someone Stole METR's API Key. Nobody Noticed for Weeks. https://valueaddvc.com/pulse/google-pics-ai-design-tool-canva-rival-2026 Value Add Pulse en 2026-09-01T19:05:00Z Google Aims Nano Banana at Canva With a Tool Called Pics https://valueaddvc.com/pulse/anthropic-zero-data-retention-enterprise-safeguards-2026 Value Add Pulse en 2026-09-02T06:18:34Z Anthropic Offers Zero Data Retention. You Have to Apply. https://valueaddvc.com/pulse/anthropic-35-billion-lambda-nvidia-texas-2026 Value Add Pulse en 2026-09-01T23:42:51Z Anthropic Signs $35B Cloud Deal With Nvidia's Lambda https://valueaddvc.com/pulse/langflow-cve-2026-0768-actively-exploited-2026 Value Add Pulse en 2026-09-02T13:18:44Z Hackers Are Actively Exploiting a Critical Langflow Flaw https://valueaddvc.com/pulse/openai-anthropic-ipo-safety-progress-2026 Value Add Pulse en 2026-09-02T07:47:35Z OpenAI and Anthropic Race to List Without Breaking Safety https://valueaddvc.com/pulse/apple-cook-era-stock-scorecard-2026 Value Add Pulse en 2026-09-01T21:40:00Z Cook Leaves Apple 2,680% Higher Than He Found It https://valueaddvc.com/pulse/sec-s1-filings-48-hour-wave-september-2026 Value Add Pulse en 2026-09-01T23:16:44Z Twelve Companies Filed to Go Public in Forty-Eight Hours https://valueaddvc.com/pulse/goolsbee-fed-ai-hype-data-centers-inflation-2026 Value Add Pulse en 2026-09-02T07:06:45Z Goolsbee: The Data Center Boom Is Crowding Out the Economy https://valueaddvc.com/pulse/broadcom-arm-enterprise-vmware-timeline-2026 Value Add Pulse en 2026-09-02T09:18:35Z Broadcom: Arm Servers Are Three to Five Years From Mattering https://valueaddvc.com/pulse/unacademy-upgrad-206-million-acquisition-2026 Value Add Pulse en 2026-09-01T16:25:00Z Unacademy Sells for $206M After a $3.4B Peak