Kioxia IPO Lockup Expiry - US$6.7bn Release, with Shareholders Eager to Sell
Bain is now looking to sell some of its stake in Kioxia after a recent surge in the stock price. It will sell part of its holdings to raise around...
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Asian Stocks Tactical Outlook (Week Nov 24 – Nov 28)
​Most Asian stocks are showing very oversold signals in our models, creating potential long setups. US equities are in line with this trend,...
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Investor's guide to AI Capex
Much has been written these days on the bloating AI capex spends across the tech majors. A JP Morgan report said we need to create a stratospheric...
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The Art of the Trade War: COVERT OPERATIONS AND PROPAGANDA
The trade war detente between the US and China is over. US legislation to further restrict China's access to chips was initiated the day after the...
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Briefing. Constellation Software's Largest Ever Drawdown, Amazon's AI Agent Risk, Copart & Floor ...
Research reports at speedwellresearch.com provide comprehensive and evergreen information on businesses, US markets saw declines in tech stocks,...
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