In this new episode format we give a very short briefing on financial news of the week.

This draws on our new weekly newsletter called "The Investor's Briefing". If you wish to read it, you can find it here.

Drew Cohen's New YouTube Video on What Matter's More than Competitve Advantages

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Show Notes

(0:00) — Intro

(1:07) — Updates

(1:37) — In Financial Markets

(6:30) — Company News

(15:44) — YouTube Channel

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For full access to all of our updates and in-depth research reports, become a Speedwell Member here.

Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it.

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Twitter: @Speedwell_LLC

Threads: @speedwell_research

Email us at info@speedwellresearch.com for any questions, comments, or feedback.

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Disclaimer

Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. This may change without notice. Please see our full disclaimers here: https://speedwellresearch.com/disclaimer/

Briefing. Google's TPUs challenge Nvidia's GPUs, Apple's Antitrust Relief, Soft Labor Markets Embolden Rate Cut Expectations

The Synopsis

Briefing. Google's TPUs challenge Nvidia's GPUs, Apple's Antitrust Relief, Soft Labor Markets Embolden Rate Cut Expectations