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
Magnets, Megawatts, and Monarchs: a Partial New Tech Roundup of 2025
The final December issue of Signal From Noise is always devoted to scientific and technological advances that caught our attention throughout the year – innovations that made us sit up and take notice, even if we didn't necessarily...
Kent Fung
Vice President, Market IntelligenceThe Cut, The Dots, and the Chair: Why 2026 Looks Different
The Federal Reserve lowered its benchmark interest rate by 25 basis points today, the third cut of the year and an outcome that carried over a 90 percent implied probability (per Fed Funds Futures) this morning. With the...
Alexa Sinsheimer <sup>AC</sup> and Max Motz
Fed Watch TeamWhich Retail Stocks To Put Under Your Christmas Tree?
Recent earnings reports suggest that consumers of all economic backgrounds will keep spending money as long as they can spot a good deal. Some retail stocks are better positioned than others to benefit from that spending pattern in...
Fundstrat Team
Nvidia’s Faltering Make You Nervous? These AI Plays Can Fill The Gap.
You know the big semiconductor names: Nvidia, AMD, Intel, Qualcomm, Samsung. These are the fabless chip companies leading the charge into the age of AI – possibly alongside Chinese companies like Huawei. The bull case around such companies...
Fundstrat Team
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