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Coinbase Global, Inc. (COIN) Quick Take on SEC Wells Notice

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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Solar: Shining Through the Storm Clouds

Solar: Shining Through the Storm Clouds

Fundamental, Research
Despite tighter lending conditions, Solar seen in net positive light...
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Deal Me In: The Exciting and Wacky World of Utility Mergers

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...
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Asia Foundries: Widening the Lead Is Easier Than Catching Up

Asia 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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Advisory Committee’s Split Decision on Biogen’s Tofersen

Advisory Committee’s Split Decision on Biogen’s Tofersen

Policy & Legal, Research
We expect the FDA to grant accelerated approval of Biogen's (BIIB) ALS treatment...
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ETF Inflows Signal Investors Caution as the U.S. Debt Ceiling Deadling Looms

ETF Inflows Signal Investors Caution as the U.S. Debt Ceiling Deadling Looms

ETF & Mutual Fund, Research
Gold ETFs have taken in $2.7 billion this year through...
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U.S. Banks: All Eyes on Fed Bank Supervision

U.S. Banks: All Eyes on Fed Bank Supervision

Fundamental, Research
Banks face many headwinds in the eyes of investors and policymakers...
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Mitigation Expectations for Medicare Advantage Rate Notice

Mitigation Expectations for Medicare Advantage Rate Notice

Policy & Legal, Research
Size of Medicare Advantage mitigation may be less than earlier expectations...
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In the TikTok Kerfuffle, Politics Will Win Out over National Security

In the TikTok Kerfuffle, Politics Will Win Out over National Security

Policy & Legal, Research
Policy to win out over national security concerns in TikTok debate...
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Big Tech Cost Cuts: META Taking a Page From the Apple Efficiency Playbook

Big Tech Cost Cuts: META Taking a Page From the Apple Efficiency Playbook

Fundamental, Research
META to rebound from heavy job cuts in 2023...
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