Week Ahead in Global Macro: SPX Earnings, ECB, BOJ, Moon-Kim in DMZ, Macron/Merkel-Trump
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: Prefer US value over growth this...
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Automotive Chipmakers in the Fast Lane —Destination: High-Speed Growth
Nvidia and Intel Will Both Be the Winners in Autonomous DrivingAs we contemplate the future of artificial intelligence, or AI, the most topical and...
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Cryogenic Memory: Computers from Deep Space?
The end of Moore’s Law and accelerating global data needs has driven computer manufacturers to come up with an advanced computing solution which...
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Autonomous Driving- Uber's Reckless Ride
In growing from zero to $70 billion in market cap, Uber accomplished in seven years what took Ford seventy. That phenomenal growth rate came...
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Notes from Detroit: The AI in Automotive Conference - The Suppliers' Perspective
We attended the AI in Automotive Conference hosted by Wards Intelligence and sponsored by Cray in Detroit on April 5. The panel speakers were from...
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