Archive - The Transcript

Data center spend on GPUs continues to show explosive growth

Nov 26 •

The Transcript Editor's Commentary

Themes from our newsletter

Nov 20 •

Scott Krisiloff

Confidence Rebounding

Activity is starting to reaccelerate and confidence is coming back up

Nov 18 •

The Transcript Editor's Commentary

Themes from our newsletter

Nov 13 •

Scott Krisiloff

Donald Trump re-elected as President of the United States

Nov 11 •

Counting on Cuts

Companies are optimistic but are looking for the Fed to lower rates

Nov 5 •

October 2024

The Transcript Editor's Commentary

Themes from our newsletter

Oct 30 •

Scott Krisiloff

The US economy is in decent shape

Oct 28 •

The Transcript Editor's Commentary

Themes from our newsletter

Oct 24 •

Scott Krisiloff

Getting to the Fun Part

Easing of the cost of capital would be a catalyst for transaction activity

Oct 21 •

The Transcript Editor's Commentary

Themes from our newsletter

Oct 18 •

Not Much has Changed

Growth has come down but the overall environment is fairly solid

Oct 15 •

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts