Key Takeaways The National Football League has agreed to take a 10% ownership stake in ESPN, transferring its media assets, including the NFL Network and RedZone, to Disney in return....
Key Takeaways US housing inventory has seen 20 consecutive months of growth, with active listings reaching 1.08 million in June—a 29% year-over-year increase. The surge in supply is beginning to...
Key Takeaways Wells Fargo has raised its 2025 US GDP growth forecast from 1.0% to 1.3%, signalling growing confidence in a ‘soft landing’ scenario for the American economy. This revision...
Key Takeaways College-educated men in the US are experiencing significantly higher unemployment rates than their female counterparts. This disparity is largely driven by sectoral shifts, with rapid job growth occurring...
Key Takeaways Wells Fargo has raised its 2026 S&P 500 forecast to a new range of 6,900-7,100, citing robust corporate earnings and moderating inflation. The revision positions the firm among...
Key Takeaways ARPU Performance: Maintaining average revenue per user (ARPU) above the $74 mark is a critical test of pricing power, with projections suggesting a potential 5-7% uplift contingent on...
Key Takeaways ChatGPT’s user base is projected to quadruple to 700 million weekly active users, indicating a significant shift from a novel technology to an indispensable global tool. The surge...
Key Takeaways Major cloud providers, including Amazon, Google, and Microsoft, collectively spent a record $88 billion on capital expenditure in the last quarter, overwhelmingly directed towards artificial intelligence infrastructure. This...
Key Takeaways Quarterly capital expenditure from leading technology firms has reached record levels, nearly doubling from figures seen just two years prior, driven almost entirely by the race for AI...
Key Takeaways Equity valuation can be structured using scenario-based price targets, which apply different price-to-earnings (P/E) multiples to model base, bull, tariff-drag, and execution-focused outcomes. The base case (16x P/E)...
