★ 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)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Ⓛ 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)CommoditiesEconomics & TradePolitics & Policy Rare Earths Crucial to Future of Technology, US to Boost Domestic Production and Reduce Reliance on China Rare earth elements (REE), a group of 17 metals, are crucial to the production of everything from semiconductors to smartphones…McAlinden Research PartnersApril 11, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerⓁ CybersecurityServicesTechnology Cybersecurity Stocks Back in Focus Amid Risk of Russian Retaliation, Major Google Acquisition Cybersecurity stocks have received a boost in recent weeks amid the Russian invasion of Ukraine, ramping up the threat of…McAlinden Research PartnersMarch 10, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerMarketsTechnology Video Game Sales Close Out Record Year, M&A Activity Heats Up With Microsoft-Activision Deal Video games put together another strong month of sales in December, nearly even with December 2021's total when video game sales…McAlinden Research PartnersJanuary 20, 2022
★ Daily Intelligence Briefings (DIBs)Biotechnology & HealthcareServicesTechnology Digital Health Funding Shatters Annual Record, AI and Tech Wearables Key for Year Ahead Digital health continues to garner significant investor interest as startups across the industry raked in a record-breaking $29.1 billion last…McAlinden Research PartnersJanuary 18, 2022
★ Daily Intelligence Briefings (DIBs)ServicesTechnology Record Ad Spend and Renewed Digital Catalysts Could Reverse Social Commerce Slump Social commerce is expected to play an increasingly important role in the growth of the e-commerce industry. By 2025, shopping…McAlinden Research PartnersJanuary 10, 2022
★ Daily Intelligence Briefings (DIBs)Manufacturing & LogisticsTechnology Semiconductor Sales Forecast Third Straight Year of Growth on Tight Supplies, Global Digital Transformation After semiconductor sales shattered records in 2021 amid an ongoing supply shortage, chip manufacturers are forecasting another year of growth…McAlinden Research PartnersJanuary 6, 2022