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

CME Margin Hike Triggers Sharp Drop in Gold and Silver Futures
Dec 29, 2025 News & Politics

CME Margin Hike Triggers Sharp Drop in Gold and Silver Futures

Precious metals retreat after exchange increases cash requirements amid record price surges in 2025

Gold and silver futures experienced significant declines on Monday following the Chicago Mercantile Exchange's decision to raise margin requirements f...

Dec 29, 2025 Finance

Sidus Space Sees Significant Share Price Appreciation Amid $16.2 Million Capital Raise and Defense Contract Award

Shares of Sidus Space climb notably in response to funding round completion and Missile Defense Agency contract selection

Sidus Space Inc (NASDAQ: SIDU) shares experienced a marked increase in trading value following the anticipated closing of a public offering expected t...

Dec 29, 2025 Finance

SoftBank Accelerates AI Infrastructure Expansion with $4 Billion DigitalBridge Acquisition

SoftBank Group to acquire DigitalBridge Group, strengthening global digital infrastructure essential for AI advancement

SoftBank Group Corp. has agreed to purchase DigitalBridge Group Inc. in a cash transaction valued at about $4 billion. This acquisition aims to bolste...

Lululemon Faces Shareholder Uprising Led by Founder Amid Leadership Crisis
Dec 29, 2025 Business News

Lululemon Faces Shareholder Uprising Led by Founder Amid Leadership Crisis

Founder Chip Wilson Proposes Boardshake as Lululemon Struggles with Market Challenges and Leadership Turnover

Lululemon, the prominent athleisure company, is under renewed pressure as its founder and second-largest shareholder, Chip Wilson, initiates a campaig...

Analyzing Disney's Strategic Collaboration with OpenAI and Broader Market Moves
Dec 29, 2025 Business News

Analyzing Disney's Strategic Collaboration with OpenAI and Broader Market Moves

An in-depth discussion on Disney's AI partnership, Oracle's earnings, Lululemon's leadership change, and executive industry shifts

This comprehensive analysis covers Disney's recent licensing agreement with OpenAI allowing creative uses of Disney characters through AI-driven video...

Anthony Joshua Sustains Minor Injuries in Tragic Nigerian Car Accident Involving Two Fatalities
Dec 29, 2025 News & Politics

Anthony Joshua Sustains Minor Injuries in Tragic Nigerian Car Accident Involving Two Fatalities

Former heavyweight champ Anthony Joshua hospitalized after crash on Lagos-Ibadan Expressway; two passengers killed

British boxer Anthony Joshua was involved in a serious car accident in Nigeria that resulted in two fatalities. Joshua sustained minor injuries and is...

Dec 29, 2025 Finance

Meta Platforms Positioned as a Strong Contender Among Leading Tech Stocks for 2026

Investments in AI and infrastructure poise Meta for growth despite short-term financial challenges

Meta Platforms stands out as a key player among the top technology stocks projected for 2026, ranking third in a competitive analysis. With substantia...

Dec 29, 2025 Finance

Shay Capital Substantially Reduces GEO Group Holdings Amid Stock Volatility

Institutional investor cuts stake by over 80% as GEO shares decline significantly in the past year

Investment firm Shay Capital has markedly decreased its position in GEO Group, selling over 927,000 shares during the third quarter, cutting its stake...

Anticipated IPOs of 2026: SpaceX and Kraken's Market Debut on the Horizon
Dec 29, 2025 Business News

Anticipated IPOs of 2026: SpaceX and Kraken's Market Debut on the Horizon

Examining the upcoming public listings of SpaceX and Kraken and their potential market impact in 2026

The year 2026 is poised to witness substantial activity in the initial public offering (IPO) market, bolstered by the expected launches of SpaceX and ...

Dec 29, 2025 Trade Ideas

Tencent Music (TME) - Buy the Monetization Story, Not Just Subscribers

Market still underestimates content and ARPU levers; buy into a multi‑catalyst recovery with a pragmatic risk plan.

Tencent Music (TME) looks attractive at the current US listing price (~$17.62). The core Chinese streaming franchise remains durable, but the more imp...

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