Last week, I published The Latest Thoughts From American Technology Companies On AI (2025 Q4). In it, I shared commentary in earnings conference calls for the fourth quarter of 2025, from the leaders of US-listed technology companies that I follow or have a vested interest in, on the topic of AI and how the technology could impact their industry and the business world writ large. A few more technology companies I’m watching hosted earnings conference calls for 2025’s fourth quarter after I prepared the arti ...

Adyen (OTC: ADYEY) is down 66% from all-time highs set five years ago, when the pandemic was raging, but its business is significantly larger today. Revenue and net income have more than doubled for the payment processing company since then, while its share price has been more than cut in half. This type of scenario can be a great opportunity to buy on the dip. Investors are nervous due to management's reduced outlook for fiscal year 2026 and a general valuation reset. Now, the stock appears undervalued f ...