Capital Allocation & M&A

Coverage of buybacks, dividends, balance sheet strategy, and acquisition activity including past deals like Slack, Tableau, and MuleSoft.

A comprehensive analysis of the $700 billion capex wave, market divergence, and what it means for enterprise software.

By KAPUALabs

/ 25 Jun 2026

An incisive look at how earnings from Dell, HPE, Snowflake, and Salesforce reveal a sector in transition.

By KAPUALabs

/ 25 Jun 2026

Analysis reveals divergent valuations as NOW trades at 55x P/E while CRM sits at deep discount amid debt concerns

By KAPUALabs

/ 25 Jun 2026

Semiconductor cycles, data center energy demands, and the pressure on SaaS platforms to adapt.

By KAPUALabs

/ 25 Jun 2026

As beats are rewarded and misses punished, the tape signals a fundamental shift in investor focus.

By KAPUALabs

/ 25 Jun 2026

A thorough review finds no mention of leverage, raising questions about transparency in corporate finance.

By KAPUALabs

/ 25 Jun 2026

A comprehensive analysis of how record contracted revenue masks balance sheet strain across tech and industrial sectors.

By KAPUALabs

/ 25 Jun 2026

Examining the measurable acceleration in launch reliability, AI code generation throughput, and the financial strains underlying progress.

By KAPUALabs

/ 25 Jun 2026