⦁ Theme Tracker

★ Daily Intelligence Briefings (DIBs)⦁ Theme Tracker Ⓛ Aerospace & Defense Manufacturing & Logistics Politics & Policy

Russia Batters Ukraine’s Eastern Front as US Faces Difficult Decisions on Further Pentagon Drawdowns

The flow of US security assistance to Ukraine has recently narrowed, even as Kyiv's situation on the frontlines becomes ever-more…

McAlinden Research PartnersJuly 31, 2024

★ Daily Intelligence Briefings (DIBs)⦁ Theme Tracker Finance Ⓛ IPOs Markets

Top IPO Week of the Year Delivers Largest Single Listing in 10 Months, First US Fintech Offering Since 2021

This week was slated to be the largest dollar volume week for US IPOs thus far in 2024, and the…

McAlinden Research PartnersJuly 25, 2024

★ Daily Intelligence Briefings (DIBs)⦁ Theme Tracker Commodities Energy & Environment Ⓛ US Energy

Subdued EU Gas Use Cuts Inbound LNG Shipments, Significant Disruption Likely Needed to Revive Futures

Subdued EU gas demand is slashing shipments of liquefied natural gas (LNG) to the continent when compared to previous years.…

McAlinden Research PartnersJuly 24, 2024

★ Daily Intelligence Briefings (DIBs)⦁ Theme Tracker Energy & Environment Ⓛ Utilities Markets

Electricity Demand Projections Soar on Booming AI and AC Needs, Reviving Power Trading Volumes

Global electricity demand is expected to grow at the fastest annual pace in seventeen years, supercharged by data centers and…

McAlinden Research PartnersJuly 23, 2024

★ Daily Intelligence Briefings (DIBs)⦁ Theme Tracker Ⓛ Generative AI Markets Technology

Shrinking Data Pool Pushes Up Costs for AI Enterprises, Solidifies Big Tech Hold on Machine Learning Apps

New research shows that AI could consume the entire supply of publicly available, high quality web data before the end…

McAlinden Research PartnersJuly 22, 2024

★ Daily Intelligence Briefings (DIBs)⦁ Theme Tracker Finance Ⓛ US Banks Markets Monetary Policy

American Bank Stocks Surge on IB Comeback and Improving Outlook on Short-Term Rates

Shares of US Banks have surged in the wake of recent quarterly earnings reports that showed a growing recovery in…

McAlinden Research PartnersJuly 18, 2024

★ Daily Intelligence Briefings (DIBs)⦁ Theme Tracker Commodities Ⓛ Ethereum Markets Technology

Spot Ethereum Funds Set to Trade Next Week as Similar Bitcoin-Backed Products See Sudden Inflow Spike

Spot Ethereum ETFs are likely to launch next week, potentially kicking off a new wave of institutional digital asset adoption.…

McAlinden Research PartnersJuly 17, 2024

★ Daily Intelligence Briefings (DIBs)⦁ Theme Tracker Ⓛ Cybersecurity Markets Technology

Alphabet Lines up Another Cybersecurity Acquisition as Impact of Snowflake Data Breach Continues to Spread

A prospective blockbuster cybersecurity deal by Alphabet would be the second-largest ever, as well as its second multi-billion dollar security…

McAlinden Research PartnersJuly 15, 2024

★ Daily Intelligence Briefings (DIBs)⦁ Theme Tracker Ⓛ Aerospace & Defense Manufacturing & Logistics Politics & Policy

F-16 Arrivals in Ukraine Mark New Level of Escalation to Counter Russia, Herald Modernization of NATO Air Fleets

The long awaited combat debut of F-16s within Ukraine will occur at some point before the end of summer. A…

McAlinden Research PartnersJuly 11, 2024

★ Daily Intelligence Briefings (DIBs)⦁ Theme Tracker Ⓛ Generative AI Markets Politics & Policy Technology

OpenAI’s Big Tech Partners Distance Themselves From Board Slots as Antitrust Scrutiny Intensifies

Microsoft and Apple moved to separate themselves from observer positions within the board of directors at OpenAI. The startup dissolved…

McAlinden Research PartnersJuly 10, 2024

Russia Batters Ukraine’s Eastern Front as US Faces Difficult Decisions on Further Pentagon Drawdowns

Top IPO Week of the Year Delivers Largest Single Listing in 10 Months, First US Fintech Offering Since 2021

Subdued EU Gas Use Cuts Inbound LNG Shipments, Significant Disruption Likely Needed to Revive Futures

Electricity Demand Projections Soar on Booming AI and AC Needs, Reviving Power Trading Volumes

American Bank Stocks Surge on IB Comeback and Improving Outlook on Short-Term Rates

Spot Ethereum Funds Set to Trade Next Week as Similar Bitcoin-Backed Products See Sudden Inflow Spike

F-16 Arrivals in Ukraine Mark New Level of Escalation to Counter Russia, Herald Modernization of NATO Air Fleets

OpenAI’s Big Tech Partners Distance Themselves From Board Slots as Antitrust Scrutiny Intensifies

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