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Research Type: Fundamental
Tech Software: The Roadmap to GenAI Adoption
Fundamental, Research
While generative AI (GenAI) has gained significant market attention, we believe demand for...
Read moreAmazon Q3 2023 Earnings Preview: Has AWS Growth Bottomed?
Fundamental, Research
Amazon.com (AMZN 131 ****) will report Q3 2023 results after the market closes on...
Read moreHoliday Outlook: Apparel & Footwear Retail
Fundamental, Research
We expect apparel and footwear retailers to continue to see revenue growth...
Read moreSuper-Regional Banks: Q3 Earnings Preview
Fundamental, Research
Super-Regional banks will likely face a tough third quarter...
Read moreShocks and Stocks
Fundamental, Research
The attack on Israel generated a global reaction of shock, disdain, and compassion.
Read moreInstacart: Navigating Slower Growth and Crowded Aisles
Fundamental, Video
We initiate STARS coverage on shares of Maplebear Inc. (commonly known as “Instacart”)
Read moreHappy Birthday, Bull
Fundamental, Research
Despite the S&P 500 undergoing a sub-10% pullback since the peak on July 31, the S&P 500...
Read moreLife 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...
Read moreBeverages: Have Price Increases Finally Reached the Point of Demand Destruction?
Fundamental, Research
Read moreHoliday 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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