Discover why Bitcoin’s current trajectory could rewrite everything you know about crypto market cycles. Axum Holdings’ latest research challenges the legacy of the four-year halving pattern, unveiling how unprecedented institutional adoption and rapid ETF inflows have fundamentally transformed the landscape for digital assets. The report delivers a data-rich, compelling thesis that Bitcoin’s historic boom-bust rhythm is evolving into a longer, more mature cycle—potentially ex

If you're one of the 71% of Americans who rely on credit card rewards to maximize your spending, a seismic shift is coming that could fundamentally change how you earn points, cashback, and travel benefits. On November 10, 2025, Visa and Mastercard reached a historic settlement with merchants—ending a 20-year legal battle over the hidden fees that fund your favorite rewards programs. While this may sound like dry financial news, the implications for your wallet are profound.

Unlock the story behind one of the most dramatic quarters in fintech—Robinhood's Q3 2025 earnings reveal is reshaping how investors think about growth, risk, and valuation in today's market. In our exclusive Axum Holdings report, you'll discover why Robinhood's revenues doubled, profit tripled, and yet the stock sold off despite a historic year-to-date rally of over 280%. Dive inside to see how Robinhood's explosive, transaction-driven growth stacks up against SoFi, whose ste

Amazon Web Services (AWS) sits atop the global cloud market with roughly 30% share in 2025, but its cloud dominance is shaping the competitive future of artificial intelligence and robotics in ways many investors overlook. In the latest Axum Holdings report, we follow the logic of how AWS’s unmatched scale, elasticity, and integrated AI services create strategic advantages that go beyond cost savings—delivering compounding network effects, powerful data flywheels, and industr

Axum Holdings Research Division — October 29, 2025 Artificial intelligence is no longer a futuristic concept in financial services—it's the competitive battleground defining winners and losers today. With over 85% of financial institutions now deploying AI across critical operations, the technology has evolved from experimental pilots to mission-critical infrastructure. Industry spending on AI is projected to nearly triple from $35 billion in 2023 to $97 billion by 2027, refl

Axum Holdings Research Division — October 27, 2025 Ready for liftoff: Rocket Lab is lighting up the investing world in 2025.  The public competitor to SpaceX has surged 150% year-to-date, stoking Wall Street's excitement and drawing bullish calls from Morgan Stanley, Baird, and CNBC’s Jim Cramer. Why? A flood of new launch contracts, sector-defining partnerships, and the imminent debut of its Neutron rocket have analysts calling Rocket Lab “SpaceX 2.0.” [1] [2] [3] This repor

October 24, 2025 Axum Holdings Investment Research Division Markets roared higher on October 24, 2025, after fresh inflation data signaled that price pressures are finally cooling, giving investors renewed confidence that equities could finish the year on a strong note. The Dow Jones Industrial Average jumped over 500 points to all-time highs, the S&P 500 broke through the 6,800 mark for the first time, and the Nasdaq rallied nearly 300 points as market optimism swept across

October 23, 2025 Axum Holdings Investment Research Division Tesla's third-quarter 2025 earnings call on October 22nd delivered a mixed financial performance but provided compelling insights into the company's strategic pivot toward artificial intelligence, autonomous vehicles, and robotics. While profitability faced headwinds, CEO Elon Musk painted a vision of Tesla as a comprehensive AI and energy company rather than a traditional automaker. Financial Performance: Record Rev

Research Report | October 2025 Axum Group of Companies - Investment Research Division After three years of relentless doom-and-gloom headlines about empty towers and collapsing valuations, something unexpected is happening in North America's office market: signs of genuine recovery. Interest rates are falling, hybrid work patterns have stabilized, and tenants—from tech giants to financial institutions—are signing long-term leases again. The bloodied office sector, once writte

Research Report | October 2025 Axum Group of Companies - Investment Research Division The artificial intelligence revolution faces a fundamental constraint that most investors overlook: electricity. While semiconductor stocks have captured headlines, a more profound transformation is occurring in the energy sector as data centers powering AI threaten to reshape North American power grids and create unprecedented investment opportunities for utility companies. The Scale of the

Research Report | October 2025 Axum Group of Companies - Investment Research Division K ey Takeaways TransAlta Corporation (NYSE: TAC, TSX: TA) presents a compelling investment opportunity for those seeking exposure to the explosive growth in data center power demand driven by artificial intelligence. 📈 Stock Performance Highlights: +107% return over 2 years (from ~$8.25 to $17.05) +66% return in the past year Trading near 52-week high of $17.69 Analyst consensus: BUY wi

Research Report | October 2025 Axum Group of Companies - Investment Research Division The marketing software industry is experiencing a seismic shift that reminds me of the early days of cloud computing disruption. After analyzing the latest financial data and market trends, I'm convinced we're witnessing the beginning of a massive market share transfer from legacy giants like Salesforce and Adobe to AI-native upstarts. The numbers tell a compelling story: despite generatin

Research Report | October 2025 Axum Group of Companies - Investment Research Division Tesla's recent decision to abandon its long-promised $25,000 electric vehicle while doubling down on Full Self-Driving (FSD) technology and robotaxi services represents more than just a product strategy shift—it signals a fundamental transformation in how we think about transportation accessibility and the future of mobility. The End of the Affordable Tesla Dream After years of promises, Tes

Research Report | October 2025 Axum Group of Companies - Investment Research Division At Axum Holdings, we're always on the lookout for companies undergoing significant business transformations that could create long-term value. IREN Limited (NASDAQ: IREN) has caught our attention as one of the most compelling pivot stories in the technology infrastructure space today. With shares up an impressive 349% year-to-date and trading at $47.02, IREN has successfully transitioned fr

Research Report | October 2025 Axum Group of Companies - Investment Research Division The 500% Return That Nobody Saw Coming While most investors focused on AI and crypto in 2024, a healthcare revolution was underway. Hims & Hers Health (NYSE: HIMS) delivered over 500% returns since January 2024, going from a $9 stock to a $58 leader disrupting healthcare. This may be just the beginning. The Numbers Don't Lie: A Financial Masterpiece When a company delivers 69% revenue growt

Research Report | October 2025 Axum Group of Companies - Investment Research Division Executive Summary As the United States faces its first government shutdown in seven years, investors are asking: is this a buying opportunity or a cause for caution? Our historical review suggests buying volatility during shutdowns has consistently offered long-term rewards. 86% of government shutdowns led to positive 12-month stock market returns, averaging 12.7%—well above typical annual p

Research Report | September 2025 Axum Group of Companies - Investment Research Division Executive Summary Ethereum stands as the world's premier blockchain platform for decentralized applications and smart contracts, establishing itself as the foundational infrastructure for the emerging digital economy. With over a decade of continuous development and innovation, Ethereum has evolved from an experimental blockchain into a mature, institutional-grade settlement layer that pow

Executive Summary Amazon (NASDAQ: AMZN) represents the most compelling value opportunity among the Magnificent 7 technology stocks, trading at a significant discount despite exceptional fundamental growth. Over the past five years, Amazon's stock has delivered the weakest performance in its peer group with just 38.5% returns, dramatically underperforming Nvidia's 1,264%, Tesla's 400%, and Microsoft's 200% gains. This underperformance appears fundamentally unjustified. From 20

Despite exceptional growth and transformational potential, Palantir trades at historically extreme valuations that echo the cautionary tale of Shopify's multi-year sideways performance following its 2021 peak. Executive Summary Palantir Technologies has delivered one of the most remarkable stock performances in recent market history, gaining 971% from January 2024 to September 2025. However, with a current price-to-earnings ratio of approximately 592 and trading at 120 times

Strategic Market Position Creates Resilience Despite recent stock declines and AI-related concerns, Salesforce maintains a compelling case for long-term success through its deeply entrenched market position and strategic AI integration. The company's stock has fallen approximately 24-27% year-to-date in 2025, largely due to investor anxiety about AI disruption rather than fundamental business deterioration. [1] [2] [3] Salesforce commands a dominant 23.2% CRM market share, si