U.S. Tech Stocks Are Leading Market Higher.
The S&P 500 remains just short of formidable resistance at its 200-day MA. Yet, there are signs of continued breadth improvement.  Technology...
725 Views
A Potential New and Formidable Entrant into the AI Semiconductor Space:Â AI Readings
For all the talk of crypto mining generating significant revenue for Nvidia it is important to realize that Bitmain Technologies crypto mining...
266 Views
U.S. Equity Strategy Weekly
Breadth is waning – there’s no question about that. Yet selling appears to be discriminate, so far, as if there’s a reason behind which stocks get...
663 Views
Global Software Market Perspectives 1H2017
GP Bullhound has established a quarterly market report on the Software as a Service (“SaaS”) space to provide quantitative insights into public...
375 Views
Cerebras IPO Valuation Update: OpenAI Deal Powers AI Decacorn Toward ~$2.5B Revenue in 2027.
Cerebras Systems has once again filed their S-1 to go public. Given their $20B contract with OpenAI, hyper-growth profile and solid balance sheet,...
2.6k Views