海外研报

Mostly stable F2Q but shy of convincing skeptics

F2Q results showed some signs of consumption stabilization along with solid bookings, though with a slimmer revenue beat than likely required to catalyze the

Trading Catalysts NVDA earnings, an underpriced risk

At Jackson Hole, Chair Powell sealed the deal for a September rate cut. Although Powellwas undeniably dovish, we don’t think he opened the door for 50bp cuts. Elsewhere, the

BARCLAYS--Summary of FX Views for the Year Ahead

This is a Special Report that is not an equity or a debt research report under U.S. FINRA Rules2241-2242.

GS--Duolingo Inc. (DUOL): Communacopia + Technology Conference 2024 — Key Takeaways

Presenter: We hosted CEO Luis von Ahn at the Communacopia + TechnologyConference.