Daily ideas
Enterprise AI adoption · Aug 26
INTU: Over 75% of Intuit Enterprise Suite Customers Use AI Agents MonthlyIndustry inflections · Aug 26
Kurdish Oil Producers Shift From Cash to In-Kind CargoesEnterprise AI adoption · Aug 26
CTRN AI Site Selection Now Screens Every New Store, at a Self-Reported ~90% AccuracyIndustry inflections · Aug 26
Parcel Delivery Growth Increasingly Led by ReturnsIndustry inflections · Aug 26
Recruitment and Insurance Brokerage Shift Matching Work to AIIndustry inflections · Aug 26
Fab Equipment Demand Shifts From Line Retrofits to Greenfield PlantsEnterprise AI adoption · Aug 26
Citi Trends (CTRN) Credits AI Allocation as Gross Margin Adds 50 Basis PointsIndustry inflections · Aug 26
Hong Kong-Listed Chinese Companies Face 10% Dividend Withholding TaxEnterprise AI adoption · Aug 26
Kanzhun (BZ) Says Flat Operating Headcount Adds 2 Points to Gross MarginHomeDaily ideas