Charged Up: Adoption Will Take Off as Electric Vehicles Reach Cost Parity
The market underestimates the potential for electric vehicle (EV) adoption. Bears point to high costs and low range versus internal combustion...
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Election Winners and Losers
President-elect Donald Trump's impact on most companies' intrinsic value is expected to be immaterial, even with a Republican-controlled Congress....
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What Trump Means for Tech
As the dust settles after the US presidential election, we look at the medium-term investment implications of a Trump presidency for technology...
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Trump & The Morning After the Night Before
As we come to the end of potentially one of the most transformative nights in global history it now seems almost certain that Donald Trump will be...
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VNCE: 4Q Review: Taking a Bow & Gearing Up for 2026 Upside, Raising PT to $7 (from $5)
We are reiterating our Buy rating, raising our FY26 projections, rolling out strong FY27 projections and increasing our price target for VNCE to...
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