Key Points Ford’s position as a legacy business in a mature industry means that its growth will remain extremely low in the long run. Ten years from now, this company will still face intense competition, and demand will keep fluctuating with the broader economy. Despite the potential for small profit gains, investors doubt that this ...
Claude’s Mythos causes cybersecurity stocks to tank… the quantum threat to online security is coming fast… how Jonathan Rose is playing it… has the energy bull topped out?.. where Eric Fry is finding opportunity Last week, Anthropic – the AI company behind Claude – accidentally left a cache of unpublished documents in a publicly accessible ...
We lowered the and sectors from overweight to market weight on December 7, 2025. We did so because the two sectors together accounted for 45% of the ’s market capitalization (chart). We were also concerned about the mounting uncertainties regarding the rate of return on hyperscalers’ massive AI investments. Since then, investors have concluded that ...
Well, folks, it looks like the two-week ceasefire that started last week is already falling apart. This morning, President Trump ordered the U.S. Navy to blockade the Strait of Hormuz after peace talks with Iran failed to produce results over the weekend. The ultimate goal is to increase pressure on Iran to reopen the critical ...
Boeing (NYSE:) the airline manufacturing giant that is ordinarily the envy of the world, and one of only two airline manufacturers across the globe (AirBus being the other), reported their Q1 ’26 financial results on Wednesday morning, April 22nd, 2026, and while the results weren’t great, the results do indicate Boeing is slowly moving forward ...
Microsoft MSFT continues to double down on AI infrastructure, most recently announcing its intent to purchase approximately 3,200 acres of land in Cheyenne, Wyoming, to develop a new data center campus. The move signals that the company’s capital deployment is accelerating well into fiscal 2026, further expanding an already formidable infrastructure footprint. The scale of ...
Key Points Rivian (NASDAQ: RIVN) and Lucid (NASDAQ: LCID) are two high-profile electric vehicle start-ups. They have each achieved a lot in a relatively short period of time. However, one of these two companies looks much closer to turning a sustainable profit than the other. Here’s what you need to know as you compare these ...
Key Points Apple’s leader of nearly 15 years, Tim Cook, is stepping down as CEO and transitioning to executive chairman of the board on Sept. 1, 2026. Under Cook’s leadership, Apple is successfully transitioning into a services-driven business. However, it’s been Cook’s oversight on the share buyback front that’s arguably had the biggest impact for ...
Here’s a quick recap of the crypto landscape for Friday (April 24) as of 8:00 p.m. UTC. Get the latest insights on Bitcoin, Ether and altcoins, along with a round-up of key cryptocurrencymarket news Bitcoin (BTC) was priced at US$77,638.02, down by 0.2 percent over the last 24 hours. Chart via TradingView. Bitcoin price performance, ...
Key Points Microsoft reports fiscal Q3 results after market close on April 29. Azure and other cloud services revenue rose sharply in fiscal Q2. Artificial intelligence demand is strong, but Microsoft’s AI initiatives are up against ruthless competitors. 10 stocks we like better than Microsoft › Shares of Microsoft (NASDAQ: MSFT) have rallied recently, rising ...
