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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CHINA'S AI COMMODITIZATION: Can Global AI Valuations Survive?
Chinese AI model downloads have surpassed those of the U.S. putting at risk the valuations of the large hyperscalers in the U.S.
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SHEIN H1/Q2 Results | Slow Top-Line Growth, More Margin Compression | Fulfilment Costs Up Sharply
SHEIN disclosed H126 financial results, which show few surprises: revenue growth is still depressed, and margins continue to shrink due to high...
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