Mega Cap (> $50B)
Nvidia Financing Its Own AI Boom
Nvidia has spent the past several years selling the infrastructure behind the artificial intelligence boom. Increasingly, however, it is doing something else: helping finance the…
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Further Analysis & Commentary
The Story of Citibank Post The Global Financial Crisis
Citigroup, widely known as Citi, is a global financial services firm offering a diverse range of banking, investment, and wealth…
IBM: A Potential Victim of Anthropic AI’s Recent Developments?
Anthropic's Recent Developments The developments involving IBM and Anthropic represent more than a temporary market reaction; they signal a deeper…
Google Just Issued a 100-Year bond to Fund Next Phase of AI Growth
In a highly unusual move for the corporate debt market, Alphabet, Google's parent company, came to market in February with…
ASX: An Outlook on Woodside Energy
Business Description Woodside Energy Group Ltd. is an international energy company involved in exploring, assessing, developing, producing, marketing, and selling…
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