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  • Initiation of Five Companies in the Rare Earth Industry

    William Blair initiated research coverage of USA Rare Earth, Inc. (USAR $28.54), United States Antimony Corporation (UAMY $12.56), American Resources Corporation (AREC $4.25), NioCorp Developments Ltd. (NB $8.30), and Royalty Management Holding Corporation (RMCO $2.96).

  • Three Leading Semiconductor Companies Initiations

    William Blair initiated research coverage of NVIDIA Corporation (NVDA $116.78), Broadcom Inc. (AVGO $164.02), and Arm Holdings plc (ARM $140.14).

  • Companies in the Obesity Treatment Space Initiations

    William Blair initiated research coverage of Altimmune, Inc. (ALT $5.91), BioAge Labs, Inc. (BIOA $4.18), Corbus Pharmaceuticals Holdings, Inc. (CRBP $7.50), Skye Bioscience, Inc. (SKYE $2.89), Structure Therapeutics, Inc. (GPCR $21.09), Terns Pharmaceuticals, Inc. (TERN $3.71), and Zealand Pharma A/S (ZEAL-CSE DKK 719.00).

  • Exploring Opportunities Within Banktech

    Financial services and technology analyst Cristopher Kennedy digs into his report on the banktech industry, exploring the rapid adoption of digital banking and the resulting surge in app-based consumer engagement, the evolving regulatory landscape, and the importance of technology investments for the sector.

  • Decoding the Fourth Law of Thermodynamics and Its Impact on the Economy

    Jed Dorsheimer sits down with Andy Lees, founding partner of MacroStrategy Partnership, to explore the critical role of energy in our economy, touching on topics from renewables to inflation and the upcoming U.S. elections, and diving deep into the ways in which energy systems, economic growth, and social hierarchy intersect.

  • Monthly Macro: Fed Signals, Housing Headwinds, and How Companies Are Adapting

    Our macro analyst Richard de Chazal discusses the Fed’s softer tone, how companies are adapting to tariffs and labor shifts, and why housing and hiring trends are setting the stage for a dynamic second half of 2025.

  • PFAS Solutions The Big Business of Turning Forever into Never

    Tim Mulrooney, William Blair’s group head of global services, provides insight into the recent EPA rulings on PFAS compounds, exploring their impact on public water utilities and the broader implications for industries nationwide. He also discusses the expected surge in demand for PFAS advisory, testing, and remediation services, and examines the technologies poised to address the issue.

  • Monthly Macro with Richard de Chazal Jul 2023

    In this episode of William Blair Thinking Presents, macro analyst Richard de Chazal discusses the latest CPI data, the ongoing impact of the Federal Reserve’s inflation fight, and his economic outlook for the near and long term. In addition, Richard provides listeners with macro highlights from William Blair's 43rd Annual Growth Stock Conference and shares insights into attending management teams' assessment of the macroeconomic landscape.

  • The Growing Importance of AI in the Revenue Cycle Management Marketplace

    William Blair’s group head of healthcare technology and services analyst, Ryan Daniels, explores how artificial intelligence is revolutionizing healthcare revenue cycle management by automating financial workflows, reducing costs, and reshaping the industry’s future for providers and vendors.

  • Monthly Macro with Richard de Chazal September 2024

    In this episode of William Blair Thinking Presents, macro analyst Richard de Chazal discusses the Federal Reserve’s 50-basis-point rate cut and its implications for future monetary policy. He explores the factors behind this decision, the muted impact of the recent tightening cycle, and what it all means for the economy moving forward.

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