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The Nexus
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BCA Research

Coverage of BCA Research in the Nexus archive.

Earliest in view: May 21 · 11:23 UTCMost recent: Jun 26 · 17:12 UTC
Co-mentioned in this coverage
Amazon Web Servicesorganization1AWSorganization1Micronorganization1SK Hynixorganization1Appleorganization1Xboxorganization1Elon Muskperson1Peter Berezinperson1Amazon EC2 Capacity Blocks for MLtopic1Stock Markettopic1Bond Markettopic1Bond Yieldstopic1
Recent coverage
  • TECHNOLOGYJun 26 · 17:12 UTCBUSINESS INSIDER
    Forget Apple. Amazon just made AI a lot more expensive.

    Amazon Web Services (AWS) is raising key AI cloud prices by 20% due to soaring memory chip costs and strong AI demand. This follows a 15% price increase in January, with memory shortages driving up costs for cloud customers and impacting tech companies like Apple and Xbox.

  • BUSINESSMay 21 · 11:23 UTCMARKETWATCH
    Why a ‘meaningful’ selloff for stocks is needed to bring down bond yields

    BCA Research cautions that the stock market is overheated, preventing bond yields from declining as expected. The firm suggests a significant market selloff may be necessary to cool stock valuations and allow bond yields to normalize.