The US independent ITAD sector is in the middle of a shift that most participants are experiencing in fragments rather than as a whole. The fragments include a string of capital transactions, new entrants, rising inbound M&A interest, private equity partners who...
On April 13, Raymond James downgraded Hewlett Packard Enterprise. The stock dropped 3%. Most coverage focused on AI revenue disappointments and slowing growth projections. We focused on something else entirely. In our view, when the largest enterprise hardware OEMs...
Apple just shipped its most recyclable and most repairable laptop to date, and priced it at $599. For an industry that has spent years processing glue-heavy, adhesive-bonded MacBooks with soldered everything, that combination is worth paying attention to. The MacBook...
