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 ...
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 ...
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 ...
The closed at just 13, which is a very low level heading into a that I think is as important as this one, given the trends we’ve been seeing in the and . On the surface, the equity market doesn’t seem concerned about this report in the least. It also means that, unless implied volatility ...
To no one’s surprise, Japan and South Korea entered a full-scale risk unwind. The selling was concentrated exactly where the crowd had been most comfortable. Samsung Electronics and SK Hynix fell around 7% to 8%, while Kioxia tumbled 10% in Japan. The slipped back below 70,000, dragged lower by the same semiconductor complex that had ...
Key Points Ford’s dividend has a robust 4.25% yield, and investors frequently receive a special payout to boost returns. The company has developed a new universal EV platform and a new assembly process that will drastically reduce costs. Ford Energy provides battery storage systems that could generate $500 million in operating profit by the end ...
Microsoft’s selloff reflects macro pressures, while underlying cloud and AI businesses remain fundamentally strong. Hawkish Fed expectations and heavy AI spending have compressed Microsoft’s valuation despite solid growth. Analysts and valuation models suggest meaningful long-term upside, viewing the decline as a buying opportunity. Microsoft (NASDAQ:) has had a brutal 2026. The stock fell nearly 18% in ...
MercadoLibre MELI and Alibaba BABA operate dominant e-commerce ecosystems in large emerging markets while also controlling sizeable digital payments platforms. MercadoLibre has established a leading position across Latin America through Mercado Libre and Mercado Pago, while Alibaba remains one of China’s largest online commerce and fintech ecosystems through Taobao, Tmall and its affiliated payment infrastructure. ...
Listen to the audio version of this article (generated by AI). Is a 70% crash coming?… Grantham’s track record problem… what a 1992 magazine cover got right… the FOMO that isn’t there… the earnings pushback against bears Last week, Jeremy Grantham, British investor, billionaire, and GMO co-founder, went full bear: This is the most expensive ...
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 ...
