Resources
Research Reports
AI infrastructure spend
Hyperscaler CapEx, GPU supply and who captures the margin as enterprise AI moves from pilots to production.
GLP-1s beyond obesity
How demand, payer pushback and pipeline competition are reshaping pharma, medtech and adjacent consumer categories.
European defence primes
Order books, capacity constraints and the supplier landscape as NATO budgets step up for the next decade.
US freight & logistics
Spot rates, contract resets and automation — what carriers and 3PLs are seeing on the ground this cycle.
Private credit workouts
How direct lenders are handling stressed credits, covenants and recoveries when refinance windows tighten.
Semiconductor equipment
Front-end tool demand, China exposure and the next nodes — from foundries to the equipment makers serving them.