Nvidia Develops New Location-Verification Technology for AI Chips 
China Adds Domestic AI Chips to Government Procurement List as U.S. Considers Easing Nvidia Export Curbs 
Apple App Store Injunction Largely Upheld as Appeals Court Rules on Epic Games Case 
Azul Airlines Wins Court Approval for $2 Billion Debt Restructuring and New Capital Raise 
Coca-Cola’s Costa Coffee Sale Faces Uncertainty as Talks With TDR Capital Hit Snag 
SoftBank Eyes Switch Inc as It Pushes Deeper Into AI Data Center Expansion 
Air Transat Reaches Tentative Agreement With Pilots, Avoids Strike and Restores Normal Operations 
Moore Threads Stock Slides After Risk Warning Despite 600% Surge Since IPO 
Trello Outage Disrupts Users as Access Issues Hit Atlassian’s Work Management Platform 
Evercore Reaffirms Alphabet’s Search Dominance as AI Competition Intensifies 
ADB Approves $400 Million Loan to Boost Ease of Doing Business in the Philippines 
Microsoft Unveils Massive Global AI Investments, Prioritizing India’s Rapidly Growing Digital Market 
Trump’s Approval of AI Chip Sales to China Triggers Bipartisan National Security Concerns 
SpaceX Insider Share Sale Values Company Near $800 Billion Amid IPO Speculation 
Rio Tinto Signs Interim Agreement With Yinhawangka Aboriginal Group Over Pilbara Mining Operations 
SpaceX Edges Toward Landmark IPO as Elon Musk Confirms Plans 
Westpac Director Peter Nash Avoids Major Investor Backlash Amid ASX Scrutiny 
Morgan Stanley has spotlighted several high-potential U.S. software companies showing resilience amid industry challenges. Leading the list is Atlassian (TEAM), which the firm views as “an attractive setup” despite being down roughly 37% year-to-date. Analysts believe fears surrounding generative AI’s impact on Atlassian’s core business are exaggerated, emphasizing that the company’s strength lies in managing the broader software development lifecycle, not just developer productivity. With a discounted valuation (20x EV/CY26 FCF) and steady momentum, Morgan Stanley expects Atlassian to deliver over 20% top-line growth in its fiscal first quarter, surpassing consensus by 2–3%. The firm also anticipates Atlassian will raise its full-year guidance to 18.5–19% growth.
Atlassian recently acquired The Browser Company and announced plans to acquire DX, an engineering intelligence platform, for about $1 billion. Analyst sentiment remains positive, with Wells Fargo initiating coverage with an Overweight rating, while Bernstein and Mizuho reiterated Outperform ratings.
JFrog (FROG) is also expected to post another “beat and raise” quarter amid improved IT spending. Partner feedback indicates mid-20% growth and strong demand for its Artifactory, X-Ray, and Advanced Security products. Morgan Stanley projects sustained growth, with cloud services expanding over 40% year-over-year. The addition of former Morgan Stanley CIO Sigal Zarmi to JFrog’s board further boosts investor confidence.
DigitalOcean (DOCN) is gaining momentum after addressing refinancing concerns and expanding its AI/ML offerings. Morgan Stanley forecasts 15–16% growth in late 2025, with potential upside into 2026.
Lastly, Appian (APPN) continues to impress with robust SaaS growth driven by strong public sector demand and enhanced AI capabilities. Morgan Stanley predicts 20–21% cloud growth and 17% total revenue growth, outperforming market expectations.
