Each quarter, our investment team comments on the markets and economy over the past quarter and looks forward at what…
Note: As of January 31, 2025, data for four of the 24 components of the Business Conditions Monthly indicators have…
Anthropic says it has uncovered what amounts to an industrial-scale “free ride” on one of America’s best AI models. In…
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Key Insights (AI-assisted): By collapsing multiple smart home protocols onto a single LoRa-based silicon and SDK stack, Semtech is effectively…
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Key Insights (AI-assisted): This partnership signals a deeper convergence between hyperscale-cloud-native IoT connectivity and traditional enterprise tech advisory channels. Embedding…
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Key Insights (AI-assisted): By aligning a specialist IoT platform with a Tier-1 U.S. carrier, this move accelerates consolidation around federated,…
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Key Insights (AI-assisted): Sequans’ move into 5G eRedCap and licensable RF/modem IP underscores how IoT value is shifting from discrete…
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The Atlantic recently ran a story headlined “He Was Homeschooled for Years, and Fell So Far Behind.” It profiles Stefan…
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It used to be said that the sun never set on the British Empire, so far-flung were its possessions. Britain…
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Introduction Throughout American history, the federal government has played a role in state and local policy. The Congressional Research Service…
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Key Insights (AI-assisted): By collapsing satellite, LTE-M, and GNSS into a single module, Iridium is pushing hybrid satellite-cellular IoT from…
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“Without tariffs,” the President said on his affordability tour in Georgia, “everybody would be bankrupt, the whole country would be…
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