Is Nebius AI the Next AWS? A Brave New Frontier...
Nebius AI is being likened to the early days of Amazon Web Services, offering a tantalising glimpse into the future of AI-driven cloud solutions. Yet, while the opportunity may seem...
Market Playbook
181 results found
Perplexity Unveils $200 Max Plan: Redefining AI Pricing for Professionals
Perplexity's $200 monthly 'Max' tier redefines AI monetisation, targeting a professional niche with unlimited access to top-tier models. This audacious pricing move tests the market's appetite for high-end AI utilities,...
Tesla’s High-Stakes Valuation: Beyond Delivery Numbers to a Future of...
Tesla's valuation isn't tethered to mere car sales but to ambitious ventures in autonomy, energy storage, and AI. While the allure of robotaxis captures attention, significant growth is quietly driven...
Foxconn’s Strategic Withdrawal: A Setback for Apple’s India Expansion
The withdrawal of Chinese engineers from Foxconn’s Indian iPhone factories isn't merely a logistical snag; it's a significant challenge to Apple's 'China+1' strategy. This move highlights the difficulties in transplanting...
Nike ($NKE) Investment Thesis: Swooshing Towards Growth with DTC and...
Nike, Inc. is harnessing its iconic brand power, strategically shifting towards direct-to-consumer channels, and eyeing emerging markets for expansion. With a "Buy" rating and a 12-month price target of $130,...
$PLTR Investment Thesis: Unlocking the Potential of AI in Defence...
Palantir Technologies emerges as a prime investment, excelling in AI and defence technology sectors. With a 12-month price target of $22.00, there's a notable upside supported by robust revenue growth,...
Tax Break Triumph: Permanent Deductions and Expensing Proposals for SMEs...
As the United States nears the "2025 tax cliff," debates intensify over extending key elements of the 2017 Tax Cuts and Jobs Act. Proposals to make the pass-through deduction permanent...
$NBIS Investment Thesis: Riding the AI Infrastructure Wave to £67.00
Nebius Group presents a promising investment opportunity, capitalising on the rapid AI infrastructure growth with its vertically integrated model and strategic partnerships. While aiming for ambitious revenue targets by 2025,...
CleanSpark $CLSK Investment Thesis: A Bright Spark in Sustainable Bitcoin...
Considering an investment in Bitcoin mining? CleanSpark (CLSK) might just be your ticket. With a strong emphasis on sustainable energy and efficient operations, this company is poised for impressive growth...
Amazon’s Robotic Revolution: Unpacking $AMZN’s Million-Strong Automation Milestone
Amazon's deployment of its one millionth robot marks a pivotal shift in logistics automation, potentially reshaping the competitive landscape of retail economics. By automating repetitive tasks, Amazon not only enhances...
