- 60-Month Transformer Lead Times Are a Bigger AI Constraint Than the Copper Deficit
- America Mines the World’s Semiconductor Quartz and Has No Export Controls on It
- China’s Equipment Export Controls Are the Real Threat to America’s 2028 Magnet Timeline
- Earnings Recap August 3-7, 2026: AMD, Datadog and SanDisk All Beat and All Fell
- July Jobs Report: The 103,000 Revised Away Matters More Than the 23,000 Lost
- Big Tech Capex Reaches $1.1 Trillion Since 2023, With $745 Billion Planned for 2026
- Amphenol’s Record Quarter Shows Where AI Capex Actually Lands
- Paper Raises $34 Million and Figma (FIG) Has Already Lost Half Its Value on the Thesis
- Google Frozen v2 AI Chip Could Deliver 10x Efficiency Gains Over Current TPUs
- The Case for Shorting Budget Airlines as Oil Prices Rise
- Weekly Network Analytics, July 19 to July 25, 2026: Visits Up 14%
- Adobe (ADBE) and Figma (FIG) Have Each Lost Roughly Half Their Value to a Competitor Set Worth $34 Million
- Getty Images Kills the $3.7 Billion Shutterstock Merger Rather Than Sell the Editorial Business the UK Demanded
- Fox’s $22B Roku Deal: 4.6x Sales, Paid in 1.5x Stock
- Tuesday Open: AI Earnings Engine Holds the Line as Iran Overhang Fades to Noise
- China’s U.S. Treasury Holdings: The Great Repositioning (2021–2025)
- Infographic: Why the 2025 CIPA Data Proves the APS-C Renaissance is Real
- How WiFi Changed Media
- Canva Acquires Simtheory and Ortto to Build End-to-End Work Platform
- Netflix Price Hikes, The Economics of Dominance in a Saturated Streaming Market
The list above is only a small sampling of a vast collection of market intelligence from our database. Not all information in our database is structured as a prepackaged report. Contact us if you don’t find what you are looking for and we’ll do our best to offer a custom market analysis package.
