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Finland
Insights on Finland

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22 Nov 2024 13:28

Thematic Report: AI Wave- Big Tech's Spending Spree

​Big Tech companies like Microsoft are seeing massive revenue growth from AI, with projections of $10 billion in AI revenue by next quarter.

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bullishMacroeconomics
22 Nov 2024 02:30

EA Wages Are Too Inflationary For 50bp

Upwards revisions to Euro area labour costs and a jump in negotiated wage settlements extend cost growth inconsistent with a sustainable return to...

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Phil Rush
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20 Nov 2024 12:41

For Its WFE Q324 Season Finale, AMAT Returns ASML's Favour & Sinks Semis Yet Again

AMAT's so-so quarter & outlook tanked semis as earnings season ends, just like ASML did when it began. Most WFE share prices are now back at early...

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bullishMacroeconomics
19 Nov 2024 21:30

EA Inflation Doesn’t Need A 50bp Cut

October's final Euro area inflation print confirmed its surprisingly steep rise to 2% y-o-y. Strength was not only broad across countries but...

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Phil Rush
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18 Nov 2024 12:42

SUMCO Despairs On Legacy Rebound, EVs, China, Visibility Etc...

There isn't much point in speculating about things we don't understand. We don't know whether it is a slow recovery or if there won't be a...

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