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Insights on Nigeria

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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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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 20:34Broker

CardinalStone Model Equity Portfolio - S2:Ep46 -18-11-24

Last week, the domestic bourse rebounded as it advanced by 0.50%, while the MEP gained 0.58%, outperforming the market by 8bps.

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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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18 Nov 2024 08:30

2025 High Conviction Idea: Gold

Gold prices have staged multi-year breakouts in multiple currencies, indicating a long-term bullish outlook. It's also on the verge of staging...

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Cam Hui
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