Internet - AI and Margin Expansion Still Key Themes
US internet and software companies delivered mixed performances in 1Q24 in terms of revenue growth: advertising and cloud services revenue growth...
216 Views
Data Centres and Beyond: WEC Energy Powering Regional US Growth
Magellan in the know discusses electricity demand opportunities in the US, with Gail Clapper, Joel Amores, and Jim Page discussing power utility...
32 Views
Taiwan Tech Weekly: TSMC's 3nm Shortage & Upcoming Price Hikes; Samsung Unveils AI Catch-Up Plan
TSMC's 3nm capacity filled until 2026, strategic price hikes coming soon. Taiwan tech rallies alongside Nvidia, Apple, and ARM. Samsung unveils...
278 Views
Growth of SHEIN, Temu Appears to Be Boosting Asia-US Air Cargo Volume & Pricing
There are signs that SHEIN and Temu are boosting Asia-to-US air cargo volume and pricing. We estimate the two platforms account for as much as 40%+...
249 Views
Splits Amplify Stock Prices & Stoke Volatility; What Next for NVIDIA After Upsetting the Apple Cart?
Stock splits historically fuel price rise and positive returns. But not always as is evident from recent stock splits. Volatility expansion is more...
360 Views