2026-02-25 Briefing
Workday’s stock plummeted after-hours despite exceeding revenue expectations, as a future forecast disappointed analysts. Meanwhile, Taiwanese equities saw a massive $2.77 billion investor inflow, fueled by confidence in AI chipmakers—marking six consecutive days of foreign investment. Elsewhere, PC memory costs are significantly impacting HP Inc.’s financials, rising to 35% of material expenses. Zetrix, a Malaysian infrastructure provider, secured $40 million in funding and plans a Nasdaq listing for its AI unit, while India leads in generative AI app downloads despite lagging in revenue generation.