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Research Type: Fundamental

Tech Software: The Roadmap to GenAI Adoption

Tech Software: The Roadmap to GenAI Adoption

Fundamental, Research
While generative AI (GenAI) has gained significant market attention, we believe demand for...
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Amazon Q3 2023 Earnings Preview: Has AWS Growth Bottomed?

Amazon Q3 2023 Earnings Preview: Has AWS Growth Bottomed?

Fundamental, Research
Amazon.com (AMZN 131 ****) will report Q3 2023 results after the market closes on...
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Holiday Outlook: Apparel & Footwear Retail

Holiday Outlook: Apparel & Footwear Retail

Fundamental, Research
We expect apparel and footwear retailers to continue to see revenue growth...
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Super-Regional Banks: Q3 Earnings Preview

Super-Regional Banks: Q3 Earnings Preview

Fundamental, Research
Super-Regional banks will likely face a tough third quarter...
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Shocks and Stocks

Shocks and Stocks

Fundamental, Research
The attack on Israel generated a global reaction of shock, disdain, and compassion.
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Instacart: Navigating Slower Growth and Crowded Aisles

Instacart: Navigating Slower Growth and Crowded Aisles

Fundamental, Video
We initiate STARS coverage on shares of Maplebear Inc. (commonly known as “Instacart”)
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Happy Birthday, Bull

Happy Birthday, Bull

Fundamental, Research
Despite the S&P 500 undergoing a sub-10% pullback since the peak on July 31, the S&P 500...
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Life Science Tools and Services: Time to Be Selective Amid a Challenging H2 2023

Life Science Tools and Services: Time to Be Selective Amid a Challenging H2 2023

Fundamental, Research, Video
During Q2, several companies operating in the Life Science Tools and Services (LSTS) industry...
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Holiday Hop or Drop?

Holiday Hop or Drop?

Fundamental, Technical, Webinar
The fourth quarter of the pre-election year has typically seen the S&P 500 gain an average...
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