DataTrek Research
Wall Street’s Go-To Commentary for Differentiated and Actionable Investment Ideas
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Latest posts
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Here’s When Nvidia Beats Apple Again
Welcome to the J-Score, a new weekly video series from DataTrek co-founder Jessica Rabe, where we sort through the data to separate signal from noise. This week, we compare Apple and Nvidia to show how markets reward sustaining versus disruptive innovation, and what that means…
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Here’s When Nvidia Beats Apple Again (Transcript)
Welcome to the J-Score, a new weekly video series from DataTrek co-founder Jessica Rabe, where we sort through the data to separate signal from noise. This week, we compare Apple and Nvidia to show how markets reward sustaining versus disruptive innovation, and what that means…
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DataTrek’s Nick Colas on CNBC
DataTrek’s Nick Colas was on CNBC’s ‘Closing Bell Overtime’ with Michael Santoli and Melissa Lee discussing the latest moves in bond markets and K-shaped economy. Watch here! The post DataTrek’s Nick Colas on CNBC first appeared on DataTrek Research .
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MarketWatch: “Welcome to the ‘AI burnout trade’ — as investors grow tired of debating tech’s promises”
Excerpt from MarketWatch quoting DataTrek’s Nick Colas: …. “As a major chip index heads for its eighth straight session of declines, it’s becoming harder to distinguish investor concern from sheer fatigue. Nicholas Colas, co-founder of DataTrek Research, called the current…
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MarketWatch: “AI is a Pandora’s box that some CEOs seem wary of opening — at least with investors”
Excerpt from MarketWatch quoting DataTrek’s Nick Colas: …. “Artificial intelligence is making its way through corporate America, but not all executives want to talk about it. DataTrek co-founder Nicholas Colas took a look at FactSet’s recent analysis of mentions of AI during…
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Barron’s: “Why 5% Bond Yields Won’t Sink the Stock Market”
Excerpt from Barron’s quoting DataTrek co-founder Nick Colas: … “Nicholas Colas doesn’t see 5% Treasury yields as a stock market spoiler. Instead, the co-founder of DataTrek Research sees them as a healthy reset of interest rates that could pave the way for more sustainable…