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Content Type: Research
Semiconductors: Generative AI/ChatGPT Poised to Increase Demand for Accelerators
Fundamental, Research
As CPUs have undershot the pace of Moore’s Law...
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Bank Failure Hearings: Regulators Improve Messaging, Outline Plans
Policy & Legal, Research
Congress nowhere near consensus on lifting $250K deposit insurance cap...
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Club Stores: Prepare for a New Era of Expansion
Fundamental, Research
Sam’s Club, Costco, and BJ’s Wholesale are ramping up the pace of new club..
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April 2023 PDUFA Calendar
Policy & Legal, Research
Disrupted work schedules at FDA result in approval delays...
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Solar: Shining Through the Storm Clouds
Fundamental, Research
Despite tighter lending conditions, Solar seen in net positive light...
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The Impact High Interest Rates Have on Residential and Nonresidential Construction
Fundamental, Research
Residential and non-residential construction bracing for high-rates...
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Alphabet Inc. (GOOGL, GOOG) DOJ Ad Tech Case — Get Your (Turbocharged) Running Shoe
Policy & Legal, Research
Discovery schedule set in DoJ’s ad tech antitrust case against Google
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Coinbase Global, Inc. (COIN) Quick Take on SEC Wells Notice
Policy & Legal, Research
Coinbase received a Wells Notice from SEC staff...
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Deal Me In: The Exciting and Wacky World of Utility Mergers
Policy & Legal, Research
Common risks and a brief history lesson associated with utility mergers...
Read moreAsia Foundries: Widening the Lead Is Easier Than Catching Up
Fundamental, Research
Despite flattening demand for consumer electronics, fast and efficient chips remain sought after...
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