Figma is no longer just a design tool—it’s trying to become the one place teams create, prototype, publish, and collaborate, which could make it harder for big companies to switch away. The catch is that bigger rivals are racing to copy its new features, and the stock already assumes a lot goes right.Read more

The story of Oracle’s transformation is a narrative of strategic repositioning that has culminated in the company emerging as an indispensable infrastructure partner for the world’s most demanding Artificial Intelligence (AI) workloads. This strategic shift, defined by massive infrastructure investment, a landmark partnership with OpenAI, and the rise of colossal superclusters, has driven an unprecedented surge in its contract backlog, fundamentally reshaping Oracle’s long-term growth trajectory and competitive landscape.Read more

Airbnb is pushing beyond short trips into a broader travel-and-lifestyle service, betting that remote work and flexible travel keep people booking in new ways. The catch is that governments—especially in Europe—are tightening the rules, and that could shrink supply just as rivals crowd in.Read more