Each quarter, our investment team comments on the markets and economy over the past quarter and looks forward at what…
Anthropic says it has uncovered what amounts to an industrial-scale “free ride” on one of America’s best AI models. In…
Key Insights (AI-assisted): By aligning low-power LoRa, cellular LPWA, 5G RedCap and satellite/MVNO services in a single portfolio, Semtech is…
Key Insights (AI-assisted): By shrinking form factor while extending network reach, Samsara is pushing asset tracking deeper into the long…
What US industry is the most subsidized and regulated by the federal government? If you answered nuclear power, you are…
On February 11, the Congressional Budget Office (CBO) published its annual Budget and Economic Outlook report, covering 2026 to 2036.…
Key Insights (AI-assisted): Positioning remote eSIM provisioning as a cloud-native workload on AWS signals a structural shift in how connectivity…
Key Insights (AI-assisted): Southeast Asia’s accelerating fleet management adoption signals a rapid maturation of commercial vehicle IoT in emerging markets.…
Free-market capitalism still delivers the goods. But its political coalition is fracturing — and that should worry anyone who cares…
January saw Americans grow markedly more pessimistic about the economy. The Conference Board reported that its Consumer Confidence Index fell…
Note: As of January 31, 2025, data for four of the 24 components of the Business Conditions Monthly indicators have…
Key Insights (AI-assisted): By collapsing multiple smart home protocols onto a single LoRa-based silicon and SDK stack, Semtech is effectively…