• Skip to main content
  • Skip to secondary menu
  • Skip to footer

Analysis.org

Intelligence Analysis in Market Context

  • Sponsored Post
    • Make a Contribution
  • Job Board
  • Market Research Reports
    • Technology Analysis
    • Events
  • Domain Analysis
  • About
  • Contact

AI’s Investment Super-Cycle Is Only Beginning

Nvidia’s latest earnings did little to silence market jitters, but CEO Jensen Huang’s vision stretches far beyond a single quarter. His forecast that AI infrastructure…

Nvidia Earnings: Investor Jitters but AI Growth Story Remains Intact

Nvidia’s latest quarterly report arrived with all the spectacle that markets have come to expect from the company powering much of today’s artificial intelligence revolution.…

Nvidia’s Growth Surge Eases as Market Anticipates a New Normal

Nvidia’s Growth Surge Eases as Market Anticipates a New Normal

For much of the past two years, Nvidia’s financial story has been one of exponential growth fueled by insatiable demand for artificial intelligence chips. The…

Broadcom’s Bet on NVIDIA AI Integration Could Reshape Its Growth Narrative Ahead of Earnings

Broadcom Inc. (NASDAQ: AVGO) is quietly positioning itself at the epicenter of enterprise AI adoption. The company’s latest announcement — expanding VMware Cloud Foundation (VCF)…

Broadcom’s Quiet March Toward AI Supremacy

Broadcom has long been seen as a workhorse in the semiconductor industry, quietly building the plumbing of the digital economy—networking chips, connectivity solutions, and infrastructure…

Centre Pompidou in Paris

French Stocks Falter as Government Totters

The exposed diagonal tube running across the Centre Pompidou in Paris is more than just an eccentric detail of modernist architecture. In the midst of…

Netflix’s Hollow Empire: Premium Valuation, Mediocre Content

Netflix’s reputation as the pioneer of streaming has begun to ring hollow. Once a synonym for cultural dominance, the company now floods its platform with…

Markets Hold Their Breath for Nvidia’s Earnings

The stock market is once again at an inflection point, with Nvidia’s earnings looming as the event that could determine whether sentiment breaks higher or…

Tesla’s Inflated Value and the Mirage of Future Revenues

Tesla today sits atop a valuation mountain that is breathtaking to behold but troubling to rationalize. At roughly $346 a share and a market capitalization…

When Sanders and Trump Agree, the Intel Deal Is Rotten

The U.S. government’s decision to take a 9.9% equity stake in Intel is being hailed as a victory from both extremes of the political spectrum.…

The Intel–Trump Deal: A Subsidy Disguised as Ownership

The announcement that the U.S. government has converted nearly $9 billion in CHIPS Act and Secure Enclave grants into a 9.9% equity stake in Intel…

How Trump’s Tariffs Pushed India Toward Russia’s Camp

When President Trump announced steep tariffs on India in the summer of 2025, the move was framed as a show of strength meant to force…

Why Trump’s Posturing Won’t Bring Manufacturing Back to America

Donald Trump’s renewed promises to restore American manufacturing sound grand on the campaign trail, but they rest on hollow ground. The rhetoric of tariffs, subsidies,…

Trump’s War on Renewable Energy Is Petty Politics Masquerading as Policy

Donald Trump’s latest declaration amounts to nothing less than a deliberate war on renewable energy. By framing clean energy development as an enemy of his…

Nvidia’s H20 Debacle: A Stinky Entanglement in Trump’s Semiconductor Games and Beijing Politics

What was Nvidia thinking? By agreeing to the 15% profit-sharing scheme demanded by Washington, the company shackled itself to an arrangement that reeked from the…

Trump’s Hypocrisy on Full Display in Bond Deals and Mortgage Probes

President Donald Trump’s latest actions underscore a glaring double standard in the way he wields power over financial institutions and public officials. While news broke…

Transatlantic Trade Deal Lifts Uncertainty, Sets Stage for Sectoral Gains on Wall Street

The newly announced U.S.–EU trade agreement is a landmark recalibration of transatlantic commerce, with direct consequences for equities across the American market. By codifying tariffs…

Jackson Hole Opens Under Clouds of Uncertainty

The world’s eyes are once again on the mountains of Wyoming as the Jackson Hole Economic Policy Symposium opens its doors for the 48th time.…

When the Fed Cuts Rates at Market Highs: Lessons From History

When the Federal Reserve lowers interest rates while the stock market sits at record highs, investors face a paradox. Rate cuts are usually a response…

The Era of Perpetual Undersupply: Why AI Infrastructure Is Entering a Supercycle

When OpenAI CFO Sarah Friar admitted that the company is “constantly under compute,” even after logging its first $1 billion revenue month in July, it…

The Insatiable Appetite for AI Infrastructure

The story of OpenAI crossing the $1 billion revenue mark in a single month is remarkable on its own, but it tells only half the…

AMD’s Zen 7 Leaks Could Signal a Bigger Win Than the Market Thinks

AMD shares slipped slightly this week after fresh leaks hinted at details surrounding the company’s upcoming Zen 7 processors. At first glance, the cautious response…

Palantir’s AI Momentum Meets Short-Seller Reality Check

Palantir Technologies (PLTR) has been one of the hottest names in the AI rally of 2025, riding a wave of enthusiasm that pushed the stock…

Fed Minutes Land Today: Why Investors Are on Edge

The Federal Reserve is set to release the minutes from its July 29–30 FOMC meeting today at 2:00 p.m. Eastern time. These documents are always…

Footer

Recent Posts

  • AI’s Investment Super-Cycle Is Only Beginning
  • Nvidia Earnings: Investor Jitters but AI Growth Story Remains Intact
  • Nvidia’s Growth Surge Eases as Market Anticipates a New Normal
  • Broadcom’s Bet on NVIDIA AI Integration Could Reshape Its Growth Narrative Ahead of Earnings
  • Broadcom’s Quiet March Toward AI Supremacy
  • French Stocks Falter as Government Totters
  • Netflix’s Hollow Empire: Premium Valuation, Mediocre Content
  • Markets Hold Their Breath for Nvidia’s Earnings
  • Tesla’s Inflated Value and the Mirage of Future Revenues
  • When Sanders and Trump Agree, the Intel Deal Is Rotten

Media Partners

Cyber Security Market
3v
Side Hustle Art
Publishing House
Analysis
Media Presser
S3H
Media Instances
Domain Aftermarket
Domain Aftermarkets

Media Partners

Prints
Policymaker
Press Media Release
Agile Soft Dev
Event Calendar
Press Club
Defense Market
Nameable
API Course
Virtual Travel Guide

Copyright © 2017 Analysis.org

Technologies, Market Analysis & Market Research Reports

We use cookies on our website to give you the most relevant experience by remembering your preferences and repeat visits. By clicking “Accept”, you consent to the use of ALL the cookies.
Do not sell my personal information.
Cookie SettingsAccept
Manage consent

Privacy Overview

This website uses cookies to improve your experience while you navigate through the website. Out of these, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of some of these cookies may affect your browsing experience.
Necessary
Always Enabled
Necessary cookies are absolutely essential for the website to function properly. These cookies ensure basic functionalities and security features of the website, anonymously.
CookieDurationDescription
cookielawinfo-checkbox-analytics11 monthsThis cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Analytics".
cookielawinfo-checkbox-functional11 monthsThe cookie is set by GDPR cookie consent to record the user consent for the cookies in the category "Functional".
cookielawinfo-checkbox-necessary11 monthsThis cookie is set by GDPR Cookie Consent plugin. The cookies is used to store the user consent for the cookies in the category "Necessary".
cookielawinfo-checkbox-others11 monthsThis cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Other.
cookielawinfo-checkbox-performance11 monthsThis cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Performance".
viewed_cookie_policy11 monthsThe cookie is set by the GDPR Cookie Consent plugin and is used to store whether or not user has consented to the use of cookies. It does not store any personal data.
Functional
Functional cookies help to perform certain functionalities like sharing the content of the website on social media platforms, collect feedbacks, and other third-party features.
Performance
Performance cookies are used to understand and analyze the key performance indexes of the website which helps in delivering a better user experience for the visitors.
Analytics
Analytical cookies are used to understand how visitors interact with the website. These cookies help provide information on metrics the number of visitors, bounce rate, traffic source, etc.
Advertisement
Advertisement cookies are used to provide visitors with relevant ads and marketing campaigns. These cookies track visitors across websites and collect information to provide customized ads.
Others
Other uncategorized cookies are those that are being analyzed and have not been classified into a category as yet.
SAVE & ACCEPT