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Semiconductors: Generative AI/ChatGPT Poised to Increase Demand for Accelerators

Semiconductors: Generative AI/ChatGPT Poised to Increase Demand for Accelerators

Research, Fundamental
As CPUs have undershot the pace of Moore’s Law...
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Bank Failure Hearings: Regulators Improve Messaging, Outline Plans

Bank Failure Hearings: Regulators Improve Messaging, Outline Plans

Research, Policy
Congress nowhere near consensus on lifting $250K deposit insurance cap...
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Club Stores: Prepare for a New Era of Expansion

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..
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April 2023 PDUFA Calendar

April 2023 PDUFA Calendar

Research, Policy
Disrupted work schedules at FDA result in approval delays...
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Club Stores: Prepare for a New Era of Expansion

Club Stores: Prepare for a New Era of Expansion

Video, Fundamental
Warehouse club stores see 6% compounded annual growth rate since 2007...
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Coinbase Global, Inc. (COIN) Quick Take on SEC Wells Notice

Coinbase Global, Inc. (COIN) Quick Take on SEC Wells Notice

Research, Legal
Coinbase received a Wells Notice from SEC staff...
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Alphabet Inc. (GOOGL, GOOG) DOJ Ad Tech Case — Get Your (Turbocharged) Running Shoe

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
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Solar: Shining Through the Storm Clouds

Solar: Shining Through the Storm Clouds

Research, Fundamental
Despite tighter lending conditions, Solar seen in net positive light...
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The Impact High Interest Rates Have on Residential and Nonresidential Construction

The Impact High Interest Rates Have on Residential and Nonresidential Construction

Research, Fundamental
Residential and non-residential construction bracing for high-rates...
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Deal Me In: The Exciting and Wacky World of Utility Mergers

Deal Me In: The Exciting and Wacky World of Utility Mergers

Research, Policy
Common risks and a brief history lesson associated with utility mergers...
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