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Strategic Vision

Q2/H1 Results Show Resilience as Firms Push AI, Cost Cuts and M&A

Late‑July earnings show companies are protecting margins through job cuts, AI and SaaS acceleration, M&A, asset sales, core system upgrades.

Workday Beats Q1 Estimates, Raises Margin Forecast and Flags Early AI Traction

Stellantis Takes €22.2 Billion Hit After EV Overreach Sends Shares to Multi‑Year Lows