ARM Holdings Limited - The Positives - Pervasive Global Presence
Softbank Group (9984 JP) aims to raise around US$8-10bn via selling some of its stake in ARM Holdings ’ US IPO. In this note, we talk about the...
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Southeast Asia Is Looking Mighty Fine to China’s Data Center Firms
Chinese data center firms are ramping up their overseas expansion to ride the artificial intelligence (AI) wave, especially in Southeast Asia,...
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Weekly Stock Bullfinder - Week of 8/14
The start of the second half of the year so far has seen a change in the market themes versus the first half of the year.
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The Weekly Market Monitor (31) – Bye, Bye, Triple-A
The US has lost the Triple A-rating, which, unlike many suggest, will have major implications. If not in the short run, then definitely in the long...
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Elon Musk's Latest X-Ceptionally Bad Idea
Elon Musk's latest boneheaded move is to dump the Twitter brand, worth as much as $20 billion, to name it "X" after his his longtime vanity...
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