Charting the Largest Tariff Hike in Modern History
April 12, 2025, 5:26 p.m.
Bond Vigilantes
April 12, 2025, 11:02 a.m.
After the Fallout: Yields Spiral
April 11, 2025, 3:15 p.m.
Highlights from Amazon CEO Andy Jassy’s annual letter to shareholders (and some charts)
April 11, 2025, 1:31 p.m.
Trade, Tariffs, and Tech
April 7, 2025, 8:41 p.m.
Copart: Market-Resilient Business Model
April 17, 2025, 12:53 p.m.
Camtek: Strong Focus In HPC Market
April 10, 2025, 7:22 a.m.
IBM: Is The Stock Price Overvalued?
April 5, 2025, 6:13 a.m.
Credo: Robust Growth To Continue
April 1, 2025, 4 a.m.
Broadcom: Apple Chip Revenue Gains And Losses
March 19, 2025, 1:10 p.m.
Guidewire: The Shift To Profitability
March 17, 2025, 12:10 p.m.
STMicroelectronics: Navigating The Extreme Weakness Of Industrial Microcontrollers
March 11, 2025, 12:51 p.m.
Nvidia: How DeepSeek Boosts GPU Demand
March 4, 2025, 2:18 p.m.
Oracle: $14.7 Billion Stargate Revenue Opportunity (Rating Upgrade)
Feb. 27, 2025, 10:30 p.m.
NXP: Acquisition Of TTTech Auto Acquisition Boosts SDV Market Offering
Feb. 24, 2025, 10:11 p.m.
Cloudflare: Dominating The Global CDN Market
Feb. 18, 2025, 12:48 p.m.
Bank of Nova Scotia: Pacific Alliance Exposure Positive For Fixed Income Investors
Feb. 13, 2025, 3:54 p.m.
TSMC: AI Foundry Leader For GPUs And ASICs
Feb. 11, 2025, 10:20 a.m.
Qualcomm: Overcoming Potential $7.7 Bln Apple Modem Business Loss
Feb. 8, 2025, 1:17 p.m.
Jabil: Diversified EMS Stock Is Undervalued
Feb. 5, 2025, 12:38 p.m.
Palo Alto: Platformization Strategy Driving Double-Digit Growth
Feb. 5, 2025, 5:20 a.m.
Okta: Cybersecurity Leader In IAM Submarket
Jan. 31, 2025, 4:33 p.m.
AMD Vs Intel: Battle For CPU Dominance
Jan. 28, 2025, 1:36 p.m.
Apple: Competition Heats Up
Jan. 24, 2025, 4:14 p.m.
Datadog: Cloud To Continue Driving Company's Double-Digit Growth
Jan. 20, 2025, 1:40 p.m.
Synaptics: Early Signs Of Growth Recovery
Jan. 16, 2025, 2:02 a.m.
Axcelis: Power Device Segment Driving Double-Digit Growth
Jan. 9, 2025, 2:05 p.m.
Skyworks: Lower Price Target On Smartphone Weakness
Jan. 5, 2025, noon
Onto Innovation: Strong Demand From Advanced Packaging Customers
Dec. 31, 2024, 2:20 p.m.
MediaTek: Strong Growth In Mobile Phone Segment
Dec. 26, 2024, 8:40 a.m.