Peter Boyd
74
ComplimentaryIndustrials & InfrastructureInformation TechnologyLeadership & Strategy UpdatesMarketsMega Cap (> $50B)Trends & Themes
Nvidia Financing Its Own AI Boom
Nvidia has spent the past several years selling the infrastructure behind the…
Russians Are Withdrawing Trillions of Rubles From Banks
Russia's financial system is showing another sign of strain. Since the beginning…
France’s Debt Problem Is Getting Harder to Ignore
For decades, France could afford to postpone difficult decisions about its public…
US Economy Update July: Things Look Worse
The US economy is sending increasingly contradictory signals. On one side, economic…
Why Stocks Rallied After The US Lost Jobs
The United States just lost jobs. Wall Street celebrated. Friday's jobs report…
Company NewsComplimentaryConsumer DiscretionaryGrowth & Emerging OpportunitiesM&A & Capital RaisingsMarketsSmall Cap ($500M – $2B)
Reformation IPO: $1 Billion Test
Fashion has never been short of companies capable of capturing attention. Turning…
ComplimentaryIndustrials & InfrastructureInformation TechnologyM&A & Capital RaisingsMarketsMega Cap (> $50B)
The Hidden Cost of the AI Boom
AI is not just transforming technology. It is transforming corporate finance. Over…
Company NewsComplimentaryEarnings & ResultsIndustrials & InfrastructureInformation TechnologyMega Cap (> $50B)
Big Tech Is No Longer One Trade
For much of the past few years, investing in Big Tech has…
Company NewsComplimentaryEarnings & ResultsIndustrials & InfrastructureInformation TechnologyMarketsMega Cap (> $50B)
Wall Street Is Finally Questioning the AI Spending Arms Race
For the better part of three years, there has been one rule…