Exponential View’s data just closed the door on the most compelling bear thesis in the market Listen to the audio version of this article (generated by AI). When the first American railroads began reporting revenue in the 1840s, the critics who had called the whole enterprise an overbuilt fantasy found themselves with less and less … Read more
AI Is Starting to Scare Wall Street – We’re Calmly Buying Dividends Up to 12.3%
Russ Cohen
The wind is shifting around AI—and we’re getting set to ride the next wave with dividends up to 12.3%. Today we’re going to discuss what I see as the “intersection” between AI’s growth and the 8%+ income streams we’re drawing from the portfolio of our CEF Insider service. Then we’re going to spotlight three CEFs … Read more
Netflix Bets Bigger on AI Strategy: Can It Strengthen User Retention?
Russ Cohen
Netflix’s NFLX aggressive AI strategy is emerging as a key differentiator that could strengthen user retention and help drive long-term revenue growth. The company has made AI one of its three strategic priorities, using generative AI to improve content discovery, personalize recommendations, test conversational search features and create higher-quality promotional assets. These enhancements are designed … Read more
Amazon Could Be About to Reap the Rewards of a Software Spending Boom
There’s a growing argument that the market has been pricing on fear rather than fundamentals in recent weeks. The CapEx concerns, the FTC noise, and the Blue Origin setback have all combined to leave the stock looking unusually unloved. But beneath the headlines, the underlying demand picture for one of Amazon’s biggest growth engines is … Read more
Could Apple’s China Play Be the Answer to Its Memory Pressure Problem?
Shares of are trading around $285 this week, down almost 10% from the all-time highs they hit earlier this month. A string of unhelpful headlines has weighed on sentiment, from the underwhelming Siri AI reveal at WWDC to last week’s price hikes on MacBooks and iPads. The latest update is more interesting than the market … Read more
Does Elon Musk's Recent $1 Trillion SpaceX Comment Heavily Hint That a Tesla Merger Is Coming?
Key Points SpaceX CEO Elon Musk has said the company could reach $1 trillion in revenue in 2030. To hit $1 trillion in sales in 2030, SpaceX would need to grow its revenue by 5,248% from the $18.7 billion it posted in 2025. If SpaceX were to merge with Tesla, hitting Musk’s $1 trillion in … Read more