Research, market insights, press releases and documents for professional investors — from C8 Technologies and our global index and research partners.
Nvidia's guidance offers something for the bulls and the bears, but here's our take
And Nvidia will need to deliver a big beat and raise report on Wednesday
Market Wrap Despite what can be described as an Oprah Winfrey-level amount of tariff announcements coming out of the White House since Friday’s market close, yesterday was relatively muted. Major broad equity indexes ended the day little changed with the Nasdaq Composite rising a mere 0.07%, the Dow gaining…
The impact of Apple sourcing changes
Meta, Microsoft, Tesla, ServiceNow, IBM, Lam Research, Caterpillar, Mastercard, and Check Point Software (to name a few)
Market Wrap Markets got a taste of concentration risk as one of only three companies (formerly) valued over $3 trillion fell out of bed as Nvidia (NVDA) fell 16.86% and took close to $600 billion of market value with it. The issue at hand was the announcement of DeepSeek,…
DeepSeek Rattles AI, The Fed, Looming Trump Tariffs
Plus our market recap from yesterday and a fresh pile of model signals
More retail presentations as the ICR conference continues.
The FOMC roster change takes the focus off today's December Fed meeting minutes
