Each quarter, our investment team comments on the markets and economy over the past quarter and looks forward at what…
Microsoft’s quality rating reached a new high this week, even as the stock’s price momentum remains weak. At the same…
Key Insights (AI-assisted): Positioning LoRaWAN as the “digital nervous system” for AI reframes LPWAN from basic transport to an intelligence…
On July 8, 2024, a guest essay by Stephen Smith on elevator policy was published in The New York Times.…
While framed as a book about economic development theory and the history of colonialism, William Easterly’s latest tome is actually…
Key Insights (AI-assisted): By anchoring digital access credentials in mainstream mobile wallets, Aliro pushes physical access control deeper into the…
Key Insights (AI-assisted): Telecare’s expansion to 24.2 million users by 2030 signals that connected care is becoming a core mainstream…
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…