Each quarter, our investment team comments on the markets and economy over the past quarter and looks forward at what…
Palladyne AI (NASDAQ: PDYN) soared nearly 50% this morning after announcing a new contract with the US Air Force Research…
The US Federal Reserve left interest rates unchanged on Wednesday. The federal funds rate remains in a range of 3.5%…
-
-
Nvidia stock rose early on Wednesday as investors welcomed signs of progress in the company’s access to the Chinese market,…
-
Europe’s fault lines are widening as leaders, markets, and central banks grapple with a more hostile global order. From Keir…
-
Key Insights (AI-assisted): Vertical-specific stacks signal that generic IoT platforms are becoming a hidden substrate rather than the main value…
-
For decades, US dollar dominance rested on a simple but profound foundation. Predictable institutions made the dollar stable, on the…
-
In January of 2026, just like every January since 1986, a basketball Brigadoon will rise on Duke’s campus. This village,…
-
Key Insights (AI-assisted): ALEC’s IoT-specific compression highlights how protocol-layer innovation can materially shift connectivity economics, especially for satellite links. By…
-
Editor's Pick
Vodafone IoT partners with Skylo to bring NTN NB-IoT satellite connectivity to customers
Key Insights (AI-assisted): The move signals that satellite-based NB-IoT is maturing from niche deployments into operator-grade infrastructure tightly integrated with…
-
The senators elected in fall 2026 won’t be able to avoid dealing with Social Security. The program is projected to…
-
The annual gathering of global elites in Davos, Switzerland, is well underway. Past meetings have not been without their share…