Avery Klein

Avery Klein

Senior Equity Analyst

Senior equity analyst specializing in semiconductors and AI infrastructure. Former sell-side associate covering GPU supply chains and foundry economics, with experience building unit-driven models (capacity, pricing, utilization) and tracking hyperscaler capex cycles. Focuses on durable moats, cycle timing, and valuation under multiple demand regimes.

Articles 737

Feb 2, 2026 Finance

Devon and Coterra Announce $58 Billion Merger to Form Leading US Shale Producer

All-stock deal aims to create a dominant player in the Delaware Basin with strong production and financial outlook

Devon Energy Corporation and Coterra Energy Inc. have agreed to merge in a transaction valued at roughly $58 billion, combining their assets to establ...

China’s Ambition for the Renminbi as a Global Reserve Currency
Feb 2, 2026 Business News

China’s Ambition for the Renminbi as a Global Reserve Currency

Exploring the Challenges Facing China’s Push to Elevate Its Currency on the World Stage

A Chinese Communist Party journal commentary underscores President Xi Jinping's objective to position the renminbi as a global reserve currency. Despi...

Medicare Telehealth Coverage to Retract in Early 2025: What Seniors Must Anticipate
Feb 2, 2026 Business News

Medicare Telehealth Coverage to Retract in Early 2025: What Seniors Must Anticipate

Pandemic-era telehealth expansions come to an end Jan. 31, affecting millions of Medicare beneficiaries' access to virtual healthcare

The utilization of telehealth services among Medicare beneficiaries surged from 10% in early 2020 to approximately 25% in 2025, equating to nearly 6.8...

Delayed Discovery of PFAS Contamination Challenges Wisconsin Well Owners
Feb 2, 2026 News & Politics

Delayed Discovery of PFAS Contamination Challenges Wisconsin Well Owners

Persistent chemical pollutants jeopardize private water supplies and local ecosystems in communities like Stella

In Stella, Wisconsin, residents have faced unexpected contamination of their private wells by PFAS, toxic 'forever chemicals' linked to serious health...

Kevin Warsh's Potential Federal Reserve Leadership: Inflation Hawk or Rate-Cutting Advocate?
Feb 2, 2026 Business News

Kevin Warsh's Potential Federal Reserve Leadership: Inflation Hawk or Rate-Cutting Advocate?

Examining the Ambiguity Surrounding Warsh's Monetary Policy Stance Amid Senate Confirmation

Kevin Warsh, President Trump's nominee to lead the Federal Reserve, brings a complex history to the potential chairmanship. Previously noted as an inf...

Feb 2, 2026 Finance

India Introduces Key Tax Relief on Equipment for Contract Manufacturing: Implications for Apple Inc.

A new tax exemption on foreign-owned machinery in designated zones may ease operational costs for electronics manufacturers including Apple and its partners.

India's recent fiscal policy adjustment exempts foreign-owned machinery supplies to contract manufacturers in specified customs-bonded areas from taxa...

Feb 2, 2026 Finance

Trump Invites China and Highlights India’s Role in Venezuelan Oil Market Shift

President Signals Potential U.S.-China Deal on Venezuelan Crude as India Adjusts Oil Imports Amid Sanctions

President Donald Trump has indicated openness to China engaging in oil purchases from Venezuela under a potential deal with the United States. Simulta...

Feb 1, 2026 Trade Ideas

AAR Corp. (AIR) - Buy the Industrial MRO Play; Positioned to Ride Defense & Fleet Demand

Actionable swing/position trade: buy on small weakness, stop below recent support, targets at 12%-32% upside

AAR is benefiting from stronger MRO demand, defense-related logistics programs, and parts scarcity that favors distributors with inventory. Recent res...

Trade Idea Long
Portland Mayor Calls for ICE Withdrawal Following Use of Tear Gas on Peaceful Protesters
Feb 1, 2026 News & Politics

Portland Mayor Calls for ICE Withdrawal Following Use of Tear Gas on Peaceful Protesters

Tensions rise as federal agents deploy crowd control measures against demonstrators, including children

During a weekend demonstration outside an Immigration and Customs Enforcement (ICE) facility in Portland, Oregon, federal agents employed tear gas, pe...

Kevin O'Leary Reconsiders Hustle Culture: Advocates Rest and Balance for Young Entrepreneurs
Feb 1, 2026 Business News

Kevin O'Leary Reconsiders Hustle Culture: Advocates Rest and Balance for Young Entrepreneurs

From 25-Hour Days to Prioritizing Sleep and Nutrition, Investor Shifts Perspective on Startup Work Ethics

Kevin O'Leary, known for his earlier advocacies of relentless work hours, has recently altered his views on entrepreneurship work culture. Once encour...