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What to Expect in the Week Ahead (GS, JNJ, TSM, and NFLX Earnings; Retail Sales and Housing Starts)
Earnings in the week ahead could be the next catalyst for a broadening market
Eli Lilly's GLP-1 Impact on ResMed Is Overblown: Barron's
Morgan Stanley Sees $180B Patent Cliff, $380B Deal Capacity Fueling Biopharma M&A
Private Market Activity Picks Up In 2024, But Growth Lags Behind S&P 500, Nasdaq Composite
The interest in AI that led the stock market rally over the first half of the year was replicated in private market transactions.Actively-traded companies within the private market are showing an
Barclays Now Sees Two Rate Cuts by the Federal Reserve in 2024
The key to the fruit chain is not market share, but user upgrade rate. That's why this round of the cycle will be strong for apples.
Bernstein pointed out that the market generally mistakenly believes that the change in iPhone sales is due to competition with Android manufacturers' market share, but this is not the case. The main driver of iPhone sales is the user upgrade rate. It is expected that Apple will usher in a strong cycle in 2025.