★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerⓁ Aerospace & DefenseManufacturing & LogisticsTechnology Comsat Sector Continues Transformation Into a Defense Industry Mainstay, Latest Earnings Data Mixed Commercial satellite imagery firms continue to provide significant utility to the US military via critical geospatial data regarding Russia's invasion…McAlinden Research PartnersAugust 11, 2022
★ Daily Intelligence Briefings (DIBs)Manufacturing & LogisticsPolitics & PolicyTechnology CHIPS Act Passed, But Semiconductor Shares Slip Lower on Rising Inventories and CapEx Pullback President Biden's signing of the CHIPS Act coincided with a dismal set of earnings and updates from several leading semiconductor…McAlinden Research PartnersAugust 10, 2022
★ Daily Intelligence Briefings (DIBs)CommoditiesFinanceMarketsTechnology BTC Rebound Set to Revitalize Crypto Miners Bent by Bear Market Pressure After several downward revisions to Bitcoin's (BTC) mining difficulty, computing power provided to the network appears to be rising again.…McAlinden Research PartnersAugust 8, 2022
★ Daily Intelligence Briefings (DIBs)Manufacturing & LogisticsPolitics & PolicyTechnology CHIPS Act Finally on the Road to Passage, But it May be Addressing a Shortage That is Already Resolved Several years after it was first introduced into congress, the CHIPS Act has finally managed to make its way through…McAlinden Research PartnersJuly 28, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerⓁ CybersecurityMarketsTechnology Cyberthreats Resistant to Economic Headwinds, Cybersecurity Spending Will Have to Keep Up The number of cyberattacks are on the rise, but the average cost of each attack is increasing even faster. Billions of…McAlinden Research PartnersJuly 22, 2022
★ Daily Intelligence Briefings (DIBs)Real Estate & ConstructionTechnology Data Center Construction Continues Apace, But Some See REITs Threatened by Public Cloud Partners Despite a drawdown in the share prices of data center REITs, spending on facilities is booming this year. Several key…McAlinden Research PartnersJuly 20, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerⓁ Aerospace & DefensePolitics & PolicyTechnology Satellite Imagery Firms Secure Long-Term Federal Funding Amid Bolstering of Use Cases in Ukraine Nearly two months ago, MRP highlighted rising demand for commercial satellite imagery and associated data from three key firms in…McAlinden Research PartnersJune 9, 2022
★ Daily Intelligence Briefings (DIBs)MarketsTechnology Sweeping Ethereum “Merge” Set For Launch as Soon as August, Solidifying New Proof-of-Stake Consensus Ethereum is closing in on a major milestone as part of its ETH 2.0 upgrade that will cut energy usage…McAlinden Research PartnersJune 2, 2022
★ Daily Intelligence Briefings (DIBs)FinancePolitics & PolicyTechnology Digital Assets Suffer From UST Stablecoin Meltdown, But Silver Linings Emerge From USDT, USDC Volumes Major cryptocurrencies were roiled by volatility last week, but none more than Terra (LUNA) and its associated "algorithmic" stablecoin TerraUSD…McAlinden Research PartnersMay 16, 2022
★ Daily Intelligence Briefings (DIBs)MarketsPolitics & PolicyTechnology Bitcoin Mining Activity, Adoption of Sustainable Energy Capacity Swells toward All-Time Highs Despite Bitcoin's value in USD terms still being about 42% off of its all time high, its hash rate, the gauge…McAlinden Research PartnersMay 5, 2022