Editor’s Note: I’ve been telling my readers that the AI boom is entering a new phase – not a collapse, but a reshuffling. Because from here, it won’t be about whether AI wins… it’ll be about who wins.And that’s where I think a lot of investors are exposed right now. Many are still concentrated in ...
Listen to the audio version of this article (generated by AI). Editor’s Note: Every tech boom follows the same script. The companies building the breakthrough technology grab the headlines first. Investors pile in. Expectations soar. But the biggest winners usually come later — from an entirely different group…Not the companies that build the tech but ...
Key Points If you view earnings presentations as material on which to make a proxy vote over buying, selling, or holding a stock, then you’d think your only choice would be to sell Tesla (NASDAQ: TSLA) stock after the first-quarter earnings report. The key point is that the company ramped up its near-term capital spending ...
Listen to the audio version of this article (generated by AI). Every time I think about this, it stops me cold. The U.S. Interstate Highway System took 35 years to build. It stretches 48,000 miles, from Maine to California, with every on-ramp and overpass in between. That’s enough asphalt to circle the globe nearly twice. ...
When a new technology takes off, most investors instinctively chase the companies building it – history suggests that’s often a mistake. In today’s Friday Digest takeover, our macro investing expert Eric Fry revisits a pattern that’s played out across multiple technological revolutions. The early builders capture the spotlight, but the companies that use that new ...
Apple AAPL delivered second-quarter fiscal 2026 earnings of $2.01 per share, up 21.8% year over year and 4.7% above the Zacks Consensus Estimate. Revenues rose 16.6% from the year-ago quarter to $111.18 billion, coming in 2.3% ahead of the consensus mark. Overall, product sales (72.1% of sales) increased 16.7% year over year to $80.21 billion. ...
Listen to the audio version of this article (generated by AI). Alphabet says AI demand is outrunning supply … AWS logs its fastest growth in four years … Meta beats but pulls back 10% … and the capex canary sings louder than ever … Eric Fry’s latest on where to invest in AI today We ...
The Fed is divided, inflation is sticky and a new Chair is coming soon. But the bigger opportunity has nothing to do with the Fed at all. Listen to the audio version of this article (generated by AI). “I won’t see you next time.” That’s how Jerome Powell concluded the press conference after his final ...
U.S. jobs report, ISM PMI survey, and more AI-linked tech earnings will be in focus this week. Palantir is poised to deliver eye‑popping growth as demand for its AI‑driven platforms surges. Disney faces headwinds as investors scrutinize streaming profitability and park trends. U.S. stocks ended higher on Friday, with the and the Nasdaq reaching new ...
Alphabet GOOGL) took the spotlight among the other Mag 7 hyperscalers that reported quarterly results this week, alongside Amazon AMZN) and Microsoft MSFT). Delivering a stellar Q1 report on Wednesday, Alphabet’s net sales were up 24% YoY to $94.66 billion and comfortably topped estimates of $92.22 billion. More impressive, Alphabet’s Q1 EPS surged 82% to ...
