Shopify Stock Climbs 5% Before Earnings — But the Real Test Comes Tuesday
This week, a picture of the Shopify sign in Ottawa partially covered in snow appeared in the Financial...
Why the Venture Capital Returns on AI Investments Made in 2021 Are Coming In Far Below Expectations
These days, when the topic of 2021 comes up in venture capital meetings, there’s a certain silence. Before...
The Quiet Revolution Inside Advanced Micro Devices Investment Analysis
At semiconductor conferences, late in the day, after the keynotes have concluded and the badges have begun to...
Why Nvidia Investment Portfolio Changes Suddenly Bet $8 Billion on Intel
At some point towards the end of last year, Nvidia discreetly redrew the map of its investment portfolio...
The Aviation Stock on a 140% Run That Is Now Eyeing a New Entry Point as Earnings and Sales Surge
In aviation, a certain type of stock story is uncommon. Due to certification cycles, fuel hedges, and protracted...
QS Stock at $6.84 — Bargain, Trap, or Something in Between?
For the better part of five years, QuantumScape (ticker QS) has occupied the uncomfortable middle ground of a...
Why the BCG Treasury Benchmarking Survey Has CFOs Rethinking How They Activate Their Balance Sheets
The regular schedule of finance committee meetings has been disrupted by the release of the BCG Treasury Benchmarking...
Why BlackRock Just Bet $366 Million on a Flying Taxi Company Most People Have Never Heard Of
On Wall Street, there’s a certain silence that speaks louder than the cacophony. Last winter, BlackRock, the world’s...
The Semiconductor Equipment Company That Is More Profitable Than NVIDIA — and Trades at Half the Multiple
The way the AI trade has developed over the last two years has a subtle absurdity. Investors have...
Marvell Stock Slips After Killing the POET Deal — But the AI Story Isn’t Over
The way Marvell Technology handled the POET situation was almost surgical. A partnership that POET’s CFO had been...