When AI Gets a Wallet
Agentic commerce could change who controls discovery, payment and customer trust. The investment question is who owns the permission to act.
Loading
Insights / Weekly Newsletter
Our market letters, filed by the date they were sent. Start with the latest issue or browse the archive by year and topic.
115 published issues
Get the weekly newsletter
A concise weekly briefing on the market developments and themes worth watching. Free, every week.
Agentic commerce could change who controls discovery, payment and customer trust. The investment question is who owns the permission to act.
Consumer experiences, quality compounders and acquisition candidates offer different sources of return. The hard part is knowing what each depends on.
A busy IPO calendar is a sign of market access. It says much less about whether the next newly listed share is worth its price.
The latest earnings season has triggered another major upgrade in expectations for AI capital expenditure. After multiple quarters of upward revisions, the AI hyperscalers — Amazon (AMZN)…
Earnings have been coming in fast and heavy past few weeks from the biggest names in U.S. autos and industrial tech: Tesla (TSLA), General Motors (GM), Ford (F), Visteon (VC), Gentex (GNTX)…
As the world emerges from the turbulence of the Covid-19 pandemic, the aviation sector, once grounded by travel restrictions, is regaining altitude.
In a world where industries rise and fall with the changing tides of innovation, being able to identify the next big opportunity can set you apart as a savvy investor.
Despite rising political tensions, unpredictable trade policies, and a divided economic outlook, U.S. markets continue to prove their strength. Resilience is not just a theme, it is showing up…
Nvidia Corporation (NASDAQ:NVDA) has been a key player in the tech industry, especially with its significant impact on AI and data center markets. Following its latest earnings report…