Key Takeaways Chinese state media have levelled security and environmental criticisms at Nvidia’s H20 AI chips, potentially curtailing adoption among domestic firms. The H20 was Nvidia’s response to US export...
Key Takeaways Digital advertising revenue growth is slowing in 2025, with sequential margin compression projected across major platforms. Global ad spend continues to increase but at diminished rates, with regional...
Key Takeaways Alphabet Inc.’s forward P/E ratio of 22.58 remains below the S&P 500’s, despite its $2.4 trillion market capitalisation. Projected EPS growth of 15–20% annually outpaces the S&P 500’s...
Key Takeaways The Trade Desk reported Q2 revenue of $694 million, up 19% year-on-year, beating expectations despite signs of decelerating growth. A nearly 40% drop in stock price followed the...
Key Takeaways Meta, Alphabet and Microsoft posted strong earnings linked to aggressive AI capital expenditure strategies, signalling structural, long-term investment in AI infrastructure. NVIDIA continues to dominate AI compute markets...
Key Takeaways This week’s U.S. economic data—including CPI, PPI, jobless claims, retail sales, and sentiment indicators—will be critical for assessing inflation trends and economic resilience. The Consumer Price Index is...
Key Takeaways Post-earnings price drops across several fintech and digital advertising stocks may reflect overreactions rather than deteriorating fundamentals. Root, Upstart, and Dave all beat earnings estimates yet saw their...
Key Takeaways SharpLink Gaming’s NAV is heavily underpinned by over $2 billion in Ethereum reserves, positioning it as a leveraged play on ETH’s recovery and growth within DeFi ecosystems. SBET’s...
Key Takeaways Robinhood’s banking expansion extends its trading ecosystem but faces challenges in scaling beyond niche users, unlike SoFi’s comprehensive banking and lending products. SoFi leverages its banking charter and...
Key Takeaways Harvard University’s endowment has made a notable $117 million allocation to spot Bitcoin exchange-traded funds (ETFs). The move signals a broader trend of institutional adoption, following similar but...
