Wolfe’s Chris Caso breaks down Nvidia’s Q3 results

ACA subsidies likely to expire unabated, says Wolfe Research’s Tobin Marcus

How a lapse in SNAP benefits could affect consumers and retailers

Investor Outlook: PayPal rallies as it joins OpenAI in push toward AI-driven commerce

Netflix can derive value from WBD better than anyone in Hollywood, says Wolfe’s Peter Supino

Deeper layoffs from government shutdown are counterproductive, says Wolfe’s Tobin Marcus

OpenAI is trying to get access to capacity with AMD deal, says Wolfe’s Chris Caso

Warren Buffett’s Berkshire Hathaway may have scored a ‘genius’ win-win in $10 billion acquisition that could mark the last big deal of his career

Expect the government shutdown to last another week or two, says Wolfe Research’s Tobin Marcus

H-1B fee hike will impact the mainstream tech workers, says Wolfe Research’s Stephanie Roth