Archive

Look for the Industry 'Game Changers'

Once this company developed a better, more consistent advantage, everything changed...

• INTC
• NVDA

So Much for This Salad Turnaround

This salad-restaurant chain has hit stumbling block after stumbling block...

• SG

The $17 Billion Word: 'AI'

New AI developments are causing panic-selling in niche industries...

• CHRW
• JBHT
• RIME

The Private-Credit Exodus Has Begun

The shift toward retail money is a warning sign that private credit is on shaky ground...

• BLK
• GS
• OWL

Here's What the Software 'Wrecking Ball' Is Missing

Investors are missing what makes software businesses durable in the first place...

• INTU

AI's Shift From Buzzword to Business Tool

Certain industries have already used AI to improve productivity. Others continue to lag behind...

Investors Are Getting Emotional… You Know What That Means

This isn't what you'd see from an industry worried about a short-term shakeout...

• CRM
• LZ

Data Isn't the Edge It Used to Be

AI can be a gift – as long as you don't confuse speed with insight...

Coming Soon: Machines That Don't Clock Out

Construction companies have plenty of business... as long as they have enough people and machines to do the work...

• APG

Why Floundering Businesses Can't Avoid Bankruptcy

Liability management exercises usually don't fix corporate problems. In fact, they often warn investors that time has run out...

• AAL
• CVNA
• GM
• SATS