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(T, VZ, FYBR, LUMN) Telco Shares Hit by a Lead Pipe; Is it Warranted?

(T, VZ, FYBR, LUMN) Telco Shares Hit by a Lead Pipe; Is it Warranted?

Research, Policy
The recent Wall Street Journal expose’ on the dangers of lead in old, discarded...
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(META, AMZN, AAPL, GOOG, MSFT) Meta’s Threads – An EU Canary in the Coalmine

(META, AMZN, AAPL, GOOG, MSFT) Meta’s Threads – An EU Canary in the Coalmine

Research, Policy
While it’s hard to keep all the EU’s anti-Big Tech activities straight...
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Generative AI Outlook

Generative AI Outlook

Video, Fundamental
Generative AI has experienced unprecedented popularity...
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China’s New Energy Vehicles: Diverging Export Outlook Within the Industry

China’s New Energy Vehicles: Diverging Export Outlook Within the Industry

Research, Fundamental
The domestic sales volume growth of China’s new energy...
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Semiconductors: The Four Horsemen of AI

Semiconductors: The Four Horsemen of AI

Research, Fundamental
In a thematic dated March 28, we highlighted four major...
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China Electric Vehicle Batteries: Overseas Expansion Will Bring Growth Opportunities

China Electric Vehicle Batteries: Overseas Expansion Will Bring Growth Opportunities

Research, Fundamental
Incentives offered in the U.S. and Europe for electric vehicle (EV)...
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Cybersecurity: The Elephant in the Room – Microsoft’s Impact on the Industry

Cybersecurity: The Elephant in the Room – Microsoft’s Impact on the Industry

Research, Fundamental
MSFT is the largest cybersecurity player in the market...
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[META] Alleging Bad Behavior, FTC Attempts to Ban Meta from Targeting Kids

[META] Alleging Bad Behavior, FTC Attempts to Ban Meta from Targeting Kids

Research, Policy
The FTC is proposing to ban Meta Platforms (META) from monetizing data...
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[AAPL] Ninth Circuit Markers Inform DOJ’s Likely Apple Complaint

[AAPL] Ninth Circuit Markers Inform DOJ’s Likely Apple Complaint

Research, Policy
Ninth Circuit Court of Appeals’ decision to largely uphold the...
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[MSFT, GOOG, TikTok, SNAP] Courts, not Congress, Likely to Be First Arbiters of AI

[MSFT, GOOG, TikTok, SNAP] Courts, not Congress, Likely to Be First Arbiters of AI

Research, Policy
Senate Majority Leader Chuck Schumer (D-NY) announced...
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