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The Investors Espresso

The Investors Espresso

Companies

Vertiv: AI’s next constraint could be its opportunity.

Oct 20, 2026

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3 min read

Vertiv: AI’s next constraint could be its opportunity.

Power and cooling are becoming central to the AI build-out. Vertiv’s next test is turning that demand into repeatable profits and cash.

The Investors Espresso
The Investors Espresso
Revolut’s outage: the test behind its banking ambitions.

Oct 20, 2026

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4 min read

Revolut’s outage: the test behind its banking ambitions.

A cloud disruption interrupted everyday banking on 20 October. The investment question is how a fast-growing platform turns reliability into a durable advantage.

The Investors Espresso
The Investors Espresso

Companies

Palantir: the AI story is becoming a cash-flow story.

Oct 20, 2026

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3 min read

Palantir: the AI story is becoming a cash-flow story.

Revenue nearly doubled in Q2. The next question is how much lasting value its software can create for customers—and shareholders.

The Investors Espresso
The Investors Espresso

AI & Technology

NVIDIA: the next growth engine is the whole AI factory.

Oct 20, 2026

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3 min read

NVIDIA: the next growth engine is the whole AI factory.

A $96.2 billion quarter shows the scale. Systems, networking and cash conversion will help determine what comes next.

Companies

Spectral Capital: why margins could power the next move.

Oct 20, 2026

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3 min read

Spectral Capital: why margins could power the next move.

Gross profit rose nearly 50% in Q2. Inside the operating progress—and the catalysts that could strengthen the upside case.

The Investors Espresso

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