Samuel Berrit Olam

Technology

AI Power Deal Gives Analog Devices a Bigger Bet on Data Center Bottlenecks

AI power moved closer to the chip as Analog Devices agreed to buy Empower Semiconductor, betting efficient voltage regulation will become a bigger constraint and opportunity in data centers globally.

Samuel Berrit OlamMay 24, 2026

Technology

Workday AI Results Ease Fears of Enterprise Software Disruption

Workday AI helped calm disruption fears after the software company beat estimates, lifted margin guidance, and showed enterprises still trust established platforms to absorb new agentic tools at scale today.

Samuel Berrit OlamMay 24, 2026

Technology

AI Security Deal Gives Zscaler a New Map for Autonomous Agents

AI security moved deeper into the enterprise stack as Zscaler agreed to buy Symmetry Systems, betting identity graphs and zero-trust controls will govern how autonomous software agents access data safely.

Samuel Berrit OlamMay 24, 2026

Strategy

Ross Stores Outlook Signals Value Retail Is Still Winning Consumer Dollars

Ross Stores raised its full-year outlook after a blowout quarter, suggesting value-focused retailers are still gaining shoppers across income groups as U.S. consumers stay cautious but keep spending selectively now.

Samuel Berrit OlamMay 24, 2026

Policy

Google Appeal Opens a New Fight Over the Search Monopoly Ruling

Google appeal opens a new phase in the landmark search monopoly case, testing whether default-search deals, data-sharing remedies, and AI-era competition rules will be rewritten by U.S. courts this year.

Samuel Berrit OlamMay 24, 2026

Media

GTA VI Keeps Take-Two on Course for a Breakout Year Despite Cautious Guidance

GTA VI remained on track for November 19 as Take-Two forecast record fiscal 2027 bookings, showing how one release could reset gaming revenue, investor expectations, and entertainment industry momentum globally.

Samuel Berrit OlamMay 24, 2026

Technology

Lenovo Earnings Show AI Servers and PCs Are Driving a Broader Growth Cycle

Lenovo earnings beat expectations as strong PC demand, growing AI server sales, and market-share gains showed the company benefiting from upgrade cycles, pricing pressure, and enterprise infrastructure spending this year.

Samuel Berrit OlamMay 24, 2026

Investment

Scaleup Europe Fund Puts EQT at Center of EU Deep-Tech Ambition

Scaleup Europe funding took a step forward as the EU chose EQT to manage a new deep-tech fund aimed at keeping later-stage capital, talent, and company control in Europe longer.

Samuel Berrit OlamMay 24, 2026

AI Power Deal Gives Analog Devices a Bigger Bet on Data Center Bottlenecks

Workday AI Results Ease Fears of Enterprise Software Disruption

AI Security Deal Gives Zscaler a New Map for Autonomous Agents

Ross Stores Outlook Signals Value Retail Is Still Winning Consumer Dollars

Google Appeal Opens a New Fight Over the Search Monopoly Ruling

GTA VI Keeps Take-Two on Course for a Breakout Year Despite Cautious Guidance

Lenovo Earnings Show AI Servers and PCs Are Driving a Broader Growth Cycle

Scaleup Europe Fund Puts EQT at Center of EU Deep-Tech Ambition

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