Insights
Access our latest insights & resources
Semiconductors: Generative AI/ChatGPT Poised to Increase Demand for Accelerators
Research, Fundamental
As CPUs have undershot the pace of Moore’s Law...
Read more
Bank Failure Hearings: Regulators Improve Messaging, Outline Plans
Research, Policy
Congress nowhere near consensus on lifting $250K deposit insurance cap...
Read more
Club Stores: Prepare for a New Era of Expansion
Research, Fundamental
Sam’s Club, Costco, and BJ’s Wholesale are ramping up the pace of new club..
Read more
April 2023 PDUFA Calendar
Research, Policy
Disrupted work schedules at FDA result in approval delays...
Read moreClub Stores: Prepare for a New Era of Expansion
Video, Fundamental
Warehouse club stores see 6% compounded annual growth rate since 2007...
Read more
Coinbase Global, Inc. (COIN) Quick Take on SEC Wells Notice
Research, Legal
Coinbase received a Wells Notice from SEC staff...
Read more
Alphabet Inc. (GOOGL, GOOG) DOJ Ad Tech Case — Get Your (Turbocharged) Running Shoe
Research, Legal
Discovery schedule set in DoJ’s ad tech antitrust case against Google
Read more
Solar: Shining Through the Storm Clouds
Research, Fundamental
Despite tighter lending conditions, Solar seen in net positive light...
Read more
The Impact High Interest Rates Have on Residential and Nonresidential Construction
Research, Fundamental
Residential and non-residential construction bracing for high-rates...
Read more
Deal Me In: The Exciting and Wacky World of Utility Mergers
Research, Policy
Common risks and a brief history lesson associated with utility mergers...
Read more