News and Analysis

The AI industry experienced an unexpected turn today. After a series of negotiations with both the U.S. and Chinese governments, Nvidia CEO Jensen Huang successfully secured...

The Daily Breakdown looks at the rally in Ripple, Stellar, and other cryptocurrencies. Plus, PepsiCo and Taiwan Semi earnings are out. Before we dive in, let’s make sure you’re...

Inflation is on the rise, while The Trade Desk is getting added to the S&P 500. The Daily Breakdown explores these developments. Before we dive in, let’s make sure you’re...

When investors think about outperforming markets, they often turn to stock picking, timing cycles, or seeking the next breakout theme. Yet one of the most consistently overlooked...

Nvidia is rallying to new record highs on the back of positive updates for its business in China. The Daily Breakdown dives in. Before we dive in, let’s make sure you’re set to...

Q2 earnings season begins with low expectations but also with a setup that could reward patient investors and high potential for differentiation. Tech and Communications are...

The United States is hurtling toward a financial reckoning. With the national debt now exceeding $35 trillion growing by nearly $1 trillion every 100 days the country faces an...

Analyst Weekly, July 14, 2025 Banks First, Big Tech Soon The official start to Q2 earnings season is here. Banks take the stage first, but all eyes are on Communications (+31.8%...

The Daily Breakdown looks at the start of earnings seasons, the record rally in crypto, and the key economic reports for this week. Before we dive in, let’s make sure you’re...

Rheinmetall is riding a surge in European defense spending and geopolitical tensions With many upside catalysts now being priced in, the valuation raises questions We...