Three questions the Fed's rate path leaves for Korean-Canadian investors
More than the direction of rates, what matters is the discount rate, the exchange rate, and cash yield moving together.
How US-listed companies, earnings, and Fed policy reach your portfolio, explained for a Korean-Canadian audience.
More than the direction of rates, what matters is the discount rate, the exchange rate, and cash yield moving together.
How data-center growth, gross margin, and supply constraints reshape next quarter's expectations.
How to read the time lag between capital spending, depreciation, and cloud revenue.
A checklist for reading revenue, margin, guidance, and cash flow in order.
A US semiconductor company that designs AI accelerators and graphics processors. Data center is the largest share of revenue.
NASDAQ · MSFTA US company operating cloud (Azure), productivity software, and AI services. Its AI infrastructure capex is large.
TSX · VFVAn S&P 500-tracking ETF listed in Canada and traded in CAD. Known to be structured without currency hedging.