★ Daily Intelligence Briefings (DIBs)Real Estate & ConstructionTechnology US Utilities Could Supercharge CapEx to Keep Pace with Deluge of Data Center Electricity Demand Hyperscalers like Amazon and Microsoft are expected to spend hundreds of billions of dollars expanding their vast data center networks throughout…McAlinden Research PartnersMarch 28, 2024
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesⓁ EthereumMarketsTechnology Bitcoin’s Dominance over Crypto Holds Strong Amid New ATH, ETF Hype Could Help Ethereum Pick up the Slack Bitcoin (BTC) jumped out to a new all-time high this morning, helped along by breakout demand for spot-backed ETFs that…McAlinden Research PartnersMarch 5, 2024
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerⓁ Generative AIMarketsTechnology Big Tech Continues Betting on AI Startups, Social Media and Publishers Could Reap Data Licensing Windfall Dealmaking and fundraising at privately-held AI startups is booming. Microsoft announced yesterday that it would be adding a small stake…McAlinden Research PartnersFebruary 27, 2024
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerⓁ Aerospace & DefensePolitics & PolicyTechnology Congress Raises Alarm on Russian Space Threat as US Seeks to Counter Hypersonic Missiles With Satellites The disclosure of a classified national security threat by the House Intelligence Committee raised concern across the US yesterday. Though…McAlinden Research PartnersFebruary 15, 2024
★ Daily Intelligence Briefings (DIBs)Labor, Education & DemographicsTechnology Employment Opportunities Resilient Amid AI-Induced Job Cuts, But Net Decline Possible Across Next Few Years Job cuts doubled YoY in 2023 and at least 4,600 firings throughout the past nine months can be explicitly attributed…McAlinden Research PartnersFebruary 14, 2024
★ Daily Intelligence Briefings (DIBs)CommoditiesFinanceTechnology Bitcoin Rebound Revives Miner Shares Ahead of Highly-Anticipated Halving, Hash Rate Touches All-Time High Bitcoin (BTC) is on the upswing again after a short-lived -20% drawdown, surpassing $50,000 this morning. The price gains are…McAlinden Research PartnersFebruary 12, 2024
★ Daily Intelligence Briefings (DIBs)Economics & TradeTechnology China’s Chip Industry Remains Strained but SMIC Advances and State-Backed Funds Could Bring Relief US efforts to block China's access to advanced semiconductors have had mixed results thus far. While key exporters of chipmaking…McAlinden Research PartnersFebruary 7, 2024
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerFinanceⓁ CybersecurityTechnology JPMorgan Spends Billions to Counter Cyber Threats, Fed Research Explores Banking System Contagion Risk America's largest bank is now spending billions of Dollars per year to defend itself against unrelenting waves of cyberattacks. Fed…McAlinden Research PartnersJanuary 18, 2024
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerⓁ CybersecurityPolitics & PolicyTechnology Sudden Spate of Cyberattacks in Iran and Ukraine Coincide With Upcoming DoD Initiatives to Secure US Successive cyberattacks with links to entities that are loosely tied to state actors have ramped up focus on cybersecurity technologies. After Ukraine's…McAlinden Research PartnersDecember 18, 2023
★ Daily Intelligence Briefings (DIBs)MarketsServicesTechnology US’s Most Popular Apps Continue to Leverage Aggressive eCommerce Expansion The ongoing expansion of ecommerce boosted PDD Holdings' Temu to the top ranking among the US's most downloaded apps in…McAlinden Research PartnersDecember 13, 2023