Market Strategies When Earnings Forecasts Lose Their Relevance By Jon Sindreu Economist Burton Malkiel might have called the stock market “a random walk,” but investors could at least use earnings guidance by companies as road signs. Now they are largely walking blind. Last week, BMW reiterated its 2025 financial guidance from mid-March, but included the assumption that the Trump administration would roll back some of the more-recent tariff increases starting in July. Though it will...

80% of GenAI Apps to Be Built on Existing Data Platforms Gartner Inc. predicts that organizations will develop 80% of Generative AI (GenAI) business applications on their existing data management platforms by 2028. This approach will reduce the complexity and time required to deliver these applications by 50%. Prasad Pore, Sr Director Analyst at Gartner, said, “Building GenAI business applications today involves integrating large language models...