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Paul Allison, CFA

european central bank

semiconductors

Daniel Johnston

Stéphane Renevier, CFA

electric vehicles

warren buffett

Weekly Brief

Reda Farran, CFA

information technology

information technology

Paul Allison, CFA

Paul Allison, CFA

semiconductors

Weekly Brief

Paul Allison, CFA

european central bank

semiconductors

Daniel Johnston

Stéphane Renevier, CFA

electric vehicles

warren buffett

Weekly Brief

Reda Farran, CFA

information technology

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Your Daily Brief For September 26th

Amazon’s $4 billion deal with Anthropic lays the firm’s AI cards on the table, while the US government is facing yet another 11th-hour shutdown drama

Amazon’s Found Its Own ChatGPT Clone

Amazon’s $4 billion deal with Anthropic lays the firm’s AI cards on the table

The One Major Risk To Nvidia’s Stock Success

Nvidia has been on a roll, leading the market and making it look effortless. But the biggest producer of AI chips might have a major problem hiding in plain sight.

Some Like It Hotter, So Maybe Inflation Is Fine Where It Is

Maybe a 4% inflation target is better than 2%. Here’s your look ahead at the week in markets…

Your Daily Brief For September 16th

Arm had a show-stopping stock market debut, while China’s economy could be finding its footing at long last

Chip Designer Arm Had A Hulking Market Debut

Arm had a show-stopping stock market debut

Nope, AI’s Not A Bubble, Says Goldman

Quite the contrary, the investment bank says, calling this the start of a big tech revolution. Stéphane breaks down what that means and how you might take advantage.

EVs Are The New Muscle Car, And This Chinese Automaker Is Flexing Hard

Forget Porsche and Audi. At the glitziest auto show in Germany, China’s all-electric BYD was turning heads. Russell has the scoop – and some investment ideas for your portfolio

China May Never Be The World’s Biggest Economy

China had dreams of becoming the world’s biggest economy, but with the latest slowdown, that’s looking less and less realistic.

Your Daily Brief For September 9th

Apple’s having a bitter time in China right now, while grocery delivery firm Getir has seen its valuation plunge

Your Daily Brief For September 26th

Amazon’s $4 billion deal with Anthropic lays the firm’s AI cards on the table, while the US government is facing yet another 11th-hour shutdown drama

Amazon’s Found Its Own ChatGPT Clone

Amazon’s $4 billion deal with Anthropic lays the firm’s AI cards on the table

The One Major Risk To Nvidia’s Stock Success

Nvidia has been on a roll, leading the market and making it look effortless. But the biggest producer of AI chips might have a major problem hiding in plain sight.

Some Like It Hotter, So Maybe Inflation Is Fine Where It Is

Maybe a 4% inflation target is better than 2%. Here’s your look ahead at the week in markets…

Your Daily Brief For September 16th

Arm had a show-stopping stock market debut, while China’s economy could be finding its footing at long last

Chip Designer Arm Had A Hulking Market Debut

Arm had a show-stopping stock market debut

Nope, AI’s Not A Bubble, Says Goldman

Quite the contrary, the investment bank says, calling this the start of a big tech revolution. Stéphane breaks down what that means and how you might take advantage.

EVs Are The New Muscle Car, And This Chinese Automaker Is Flexing Hard

Forget Porsche and Audi. At the glitziest auto show in Germany, China’s all-electric BYD was turning heads. Russell has the scoop – and some investment ideas for your portfolio

China May Never Be The World’s Biggest Economy

China had dreams of becoming the world’s biggest economy, but with the latest slowdown, that’s looking less and less realistic.

Your Daily Brief For September 9th

Apple’s having a bitter time in China right now, while grocery delivery firm Getir has seen its valuation plunge

Your Daily Brief For September 26th

Amazon’s $4 billion deal with Anthropic lays the firm’s AI cards on the table, while the US government is facing yet another 11th-hour shutdown drama

Amazon’s Found Its Own ChatGPT Clone

Amazon’s $4 billion deal with Anthropic lays the firm’s AI cards on the table

The One Major Risk To Nvidia’s Stock Success

Nvidia has been on a roll, leading the market and making it look effortless. But the biggest producer of AI chips might have a major problem hiding in plain sight.

Some Like It Hotter, So Maybe Inflation Is Fine Where It Is

Maybe a 4% inflation target is better than 2%. Here’s your look ahead at the week in markets…

Your Daily Brief For September 16th

Arm had a show-stopping stock market debut, while China’s economy could be finding its footing at long last

Chip Designer Arm Had A Hulking Market Debut

Arm had a show-stopping stock market debut

Nope, AI’s Not A Bubble, Says Goldman

Quite the contrary, the investment bank says, calling this the start of a big tech revolution. Stéphane breaks down what that means and how you might take advantage.

EVs Are The New Muscle Car, And This Chinese Automaker Is Flexing Hard

Forget Porsche and Audi. At the glitziest auto show in Germany, China’s all-electric BYD was turning heads. Russell has the scoop – and some investment ideas for your portfolio

China May Never Be The World’s Biggest Economy

China had dreams of becoming the world’s biggest economy, but with the latest slowdown, that’s looking less and less realistic.

Your Daily Brief For September 9th

Apple’s having a bitter time in China right now, while grocery delivery firm Getir has seen its valuation plunge