Listen to the audio version of this article (generated by AI). Back in 1984, Wendy’s launched one of the most memorable TV commercials of all time. Three elderly women examine a massive hamburger bun. But when the top is removed, they find a very small hamburger patty. One of the women famously shouts, “Where’s the ...
The company’s first public report may matter more for Rocket Lab, Redwire, Planet Labs, and BlackSky Listen to the audio version of this article (generated by AI). In May of 2019, Tesla (TSLA) was a $12 stock (split-adjusted). The company had just bled roughly $1 billion of cash in a single quarter – the latest ...
Listen to the audio version of this article (generated by AI). Kashkari goes full hawk… the ADP jobs report comes in soft… the FedWatch Tool says hike, but what will Warsh say?… why 3 analysts are backing up the truck on AI This morning, Minneapolis Federal Reserve President Neel Kashkari went full hawk: Corporate earnings are ...
The three traits to look for in young companies that could attract a Big Tech buyer. Listen to the audio version of this article (generated by AI). Editor’s Note: Sometimes the biggest clues about the future of AI come from the acquisitions the tech giants make. That’s why I asked my colleague Luke Lango to ...
Listen to the audio version of this article (generated by AI). Going into last week, semiconductor stocks were already suffering their worst monthly rout since 2008. There was no single cause for the bearish turn. Wall Street grew anxious about how quickly Big Tech could turn massive AI investments into profits. Reports that NVIDIA Corporation ...
Listen to the audio version of this article (generated by AI). The next Peter Thiel moment is here… AI’s price crash is rewriting the rules… tracking the usage/price “escalator”… a “real world” stock list that benefits from the AI takeover In 1977, a semi-retired chip executive named Mike Markkula met two kids running a computer ...
Are your holdings on the move? See my updated ratings for 196 stocks. During these busy times, it pays to stay on top of the latest profit opportunities. And today’s blog post should be a great place to start. After taking a close look at the latest data on institutional buying pressure and each company’s ...
Listen to the audio version of this article (generated by AI). Investors are chasing yesterday’s winners, but a new chapter has begun This morning (Friday), when the alarm buzzed, my first instinct wasn’t to get out of bed. It was to hit snooze. Outside, it was still dark. The bed was warm. There wasn’t a ...
Listen to the audio version of this article (generated by AI). For the past few years, Big Tech has been ordering everything on the AI menu: more chips, more data centers, more power, more servers and more advanced models. These firms are pouring hundreds of billions of dollars into the infrastructure needed to power artificial ...
Apple paid nearly $2 billion for a startup with no public product. Here’s what its earliest investors saw first. Listen to the audio version of this article (generated by AI). Editor’s Note: My colleague Luke Lango studies where the AI boom is going next – and which young companies are building technologies the Big Tech ...
