Our Publications
First To Market
Our First to Market daily note blends just-the-facts, before-opening-bell news with an overview of developing stories for a compelling picture of world markets in a compact, hard-hitting frame. We filter through the noise to bring you a real feel for the day's financial pulse.
- A detailed view of the most pivotal financial happenings of the day, to keep you in the loop
- Real-time price movements and analysis to help you gauge market sentiment
- The futures insights and market trends you need to know to make informed decisions
- Coverage of significant geopolitical events and their potential market impact
- A list of essential events every investor should know about to navigate the markets effectively
Signal From Noise
In a world brimming with data on technologies, companies, industries, and trends, SFN is a beacon of clarity and herald of opportunity. Amid the market’s cacophony, we hear the signal and amplify it in service of your sound investment decisions.
- In-depth analysis of current macro trends, helping you see the bigger picture
- Handpicked pivotal stocks that play an integral role in the market's narrative
- Various inputs – e.g. supply chains, distribution networks, development strategies – examined
- Examination of consumer and market behavior
- Clear, actionable insights rooted in complex market data and trend analysis
Sample Reports
Skip to the AI Beat
Stripe’s payment volume surged 25% to $1 trillion last year; business was cash-flow positive in 2023, revenue-automation now a ‘giant part’ of it
Fundstrat Team
Artificial Intelligence
“AI can benefit humanity in the form of free doctors, free tutors, free education, more media and entertainment, better wealth advisors and lawyers, more robotics, better digital health, better materials design; much better resource discovery: lithium, cobalt, nickel...
Fundstrat Team
Latest Publications
Memory And Storage Stocks Are on a Tear. How Long Can The Good Times Last?
Memory and storage stocks have been a red-hot winning streak this year. But increasingly, many investors are worried that the rally has gotten too far, too fast.
Hardika Singh
Economic Strategist, Market IntelligenceThe Trump Portfolio – From Bully Pulpit to Bull Market
President Trump has broken with precedent on numerous fronts during his presidency – both terms. One major precedent involves having the government take ownership stakes in private sector companies.
Kent Fung
Vice President, Market IntelligenceEnd of an Era - Powell's Parting
The Federal Reserve kept rates on hold at 3.5%–3.75% Wednesday for the third straight meeting, delivering the non-decision that markets had fully priced in. What they hadn't priced in: Powell isn't going anywhere.
Alexa Sinsheimer AC and Max Motz AC
Fed Watch TeamHow to Buy SpaceX, OpenAI, and Anthropic Before IPOs?
It’s been a while since blockbuster initial public offerings dominated the market, but this year, there’s supposed to be no shortage of them.
Hardika Singh
Economic Strategist, Market IntelligenceBook a Meeting
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