AI
The AI build-out: who is spending, who is earning, and what it does to valuations.
16 analyses- Why Did Amazon And Google Stock Rise?
- Can Democrats Slow The $800 Billion AI Boom?
- Buy, Sell Or Hold AMD Stock?
Trefis Storylines
The big market stories we are following right now. Each storyline has its own page with every Trefis analysis on it, newest first.
All Storylines
Anthropic IPO filing
The Anthropic IPO filing and what it means for AI stocks.
8 analyses- Which Of 10 Famous IPOs Made Buyers Rich?
- Anthropic IPO: 1997 Amazon Or 1999 Amazon?
- Anthropic’s $72 Billion Loss, Explained
SpaceX-Tesla merger
The proposed SpaceX-Tesla merger and what it means for Tesla shareholders.
New analyses coming soonInflation
Inflation and its effect on margins, rates and stock prices.
New analyses coming soonFed rates
Federal Reserve rate decisions and what they mean for stocks.
New analyses coming soonInvest with Trefis
Put research like this to work: Trefis strategies are ready-made portfolios built on the same data and analysis.
Explore Trefis StrategiesUpdated Nov 5, 2026 9:02 AM ET