Key Points Microsoft (NASDAQ: MSFT) was an early winner in the AI boom. Its partnership with OpenAI put it in the pole position after ChatGPT launched in late 2022. However, more than three years later, Microsoft is looking like a laggard in AI. Copilot, its AI assistant, has received broad criticism for its high price ...
Netflix’s NFLX content strength remains the primary engine driving user engagement and revenue growth. The company is seeing strong traction from originals, with branded content viewing rising 9% year over year in the second half of 2025, driven by blockbuster titles and a globally diverse slate. This depth of content fuels higher engagement, which management ...
U.S. legacy automaker General Motors GM is doubling down on its Korean operations with a $600 million investment. This move comes at a time when questions linger about its long-term presence in the country. The plan builds on an earlier $300 million announcement made in December, with another $300 million now added to the tally. ...
These firms are producing the “Golden Rivets” that the technology desperately needs… Tom Yeung here with your Sunday Digest. Last week, I wrote about two “future-proof” stocks to help shield your portfolio against the threats of AI. Artificial intelligence was causing mayhem in the software industry, and former SaaS superstars like Salesforce Inc. (CRM) and SAP SE (SAP) were suddenly looking ...
Key Points Alibaba Group (NYSE: BABA) just delivered quarterly results that, on the surface, look disappointing. Profit plunged and revenue growth slowed — and the stock reacted negatively. But focusing only on those headline numbers risks missing the most important shift happening inside the company. Will AI create the world’s first trillionaire? Our team just ...
Key Points First-quarter deliveries grew slightly year over year but fell sharply on a sequential basis. The company manufactured about 50,000 more vehicles than it handed over to customers during the period. Trading at a sky-high valuation, the stock leaves investors with little room for error. These 10 stocks could mint the next wave of ...
Key Points Satellite stocks were hot among investors on Thursday, and one beneficiary of this was telecom services specialist Iridium Communications (NASDAQ: IRDM). Following a widely read media report about a peer company potentially being acquired, Iridium’s share price zoomed more than 15% higher. That crushed the essentially flat performance of the S&P 500 index. ...
Key Points Artificial intelligence (AI) stocks have made investors significantly richer over the past three years or so, as the mainstream adoption of this technology by businesses, governments, and consumers has spurred major investments in both AI-related hardware and software. However, AI stocks have been under pressure in recent months due to several factors. While ...
SpaceX has confidentially submitted draft registration documents (IPO) to the U.S. Securities and Exchange Commission, according to reports from Bloomberg and CNBC published April 1, 2026. The company is targeting a valuation of more than $1.75 trillion and aims to raise as much as $75 billion in what would be the largest public offering in ...
Key Points Shares of Intel (NASDAQ: INTC) spiked on Wednesday after the chipmaker struck a deal to reacquire a key manufacturing site. Image source: Intel. Will AI create the world’s first trillionaire? Our team just released a report on the one little-known company, called an “Indispensable Monopoly” providing the critical technology Nvidia and Intel both ...
Russ Cohen
Russ Cohen
