Welcome to Market Tangents

Investors often turn to recommendations made by Wall Street analysts before making a Buy, … Read more

Key Points Microsoft’s suite of productivity software is a must-have tool in any business … Read more

Key Points AWS is enjoying robust multiyear revenue visibility. Advertising is also becoming a … Read more

Key Points Throughout its history, Advanced Micro Devices (NASDAQ: AMD) has developed a reputation … Read more

Broadcom’s AVGO Semiconductor revenues are benefiting from strong demand for XPUs, which are a … Read more

If you’re reading this, I probably don’t have to tell you that the stock … Read more

Cloudflare’s NET AI inference strategy has been different from hyperscalers, as instead of renting … Read more

Key Points Netflix must win two battles to secure Warner Bros.: regulation and a … Read more

General Motors Company GM has spent several years strengthening its supply chain to withstand … Read more

Sea Limited’s SE heavy reliance on shipping subsidies has been a key catalyst behind … Read more