Browsing: Digital

Sirmium Capital recently released its quarterly Q3 2026 investor letter. A copy of the letter can be downloaded here. The letter examined a highly concentrated, AI-driven market in which a narrow group of technology and infrastructure-related stocks supported headline indexes while many other businesses remained substantially below their previous highs. Sirmium reported an average client…

A company can introduce new software, train employees and report high adoption without making its operations more productive. Staff may complete individual tasks faster while customers still wait for the same approvals. A department may save time by passing additional work to another team. These outcomes can look encouraging in a project report while leaving…

Costco Wholesale Corporation’s COST digital business is becoming an increasingly meaningful part of its retail ecosystem. In fiscal 2026, digitally enabled sales, including third-party delivery, exceeded $33 billion and grew more than 20%. Momentum remained strong in the fourth quarter, when digitally enabled comparable sales rose 19.5%, or 19.8% excluding foreign-exchange impacts. E-commerce site and…

ASTANA – Kazakhstan can turn its strengths in energy, mining, transport and industrial operations into an AI competitive advantage by investing in infrastructure, encouraging local talent and supporting entrepreneurs. In an interview with The AT, NVIDIA Vice President of Physical AI Simulation Rev Lebaredian said access to intelligence will influence where companies are built, where…