Nvidia: Cost to Compute
How significant can Nvidia’s role be in the long term AI trend?
Alibaba: More for Less
What’s behind Alibaba’s recent run?
Big Tech, Big Spend, Big Question
What are the concerns about Big Tech spending so much?
Spotlight on Spotify
A good product doesn’t always mean a good business. Read to find out why.
With a Side of Chips, Please
What was the story behind ASML and TSMC’s recent results.
JP Mor-Gains
How is JP Morgan navigating an increasingly complex environment.
Amazon – Not your everyday Bookseller
What characteristics have made Amazon the everything store
Microsoft: On Cloud Nine
ind out how AI has been benefitting Microsoft
Gearing Up – A Semiconductor Story
How are semiconductor manufacturers positioning themselves to take advantage of cyclical trends.
JP Morgan and the Fortress Balance Sheet
What stressors does JP Morgan see in the economy and how are they positioned.