Archive

This Streaming Leader's Problems Are Piling Up

Investors don't understand that this audio-streaming giant will struggle to stay dominant...

• SPOT

Workforce Is Out – It's All About Head Count

This will likely become a new measure for successful businesses...

The Multibillion-Dollar Bust Behind an AI Pivot

The problem with this pivot is that it isn't doing much for profits...

• F
• GM
• STLA

Mars Technology Can Power the AI Revolution

This visionary engineer had a brilliant invention, and nowhere to put it...

• BE

When the Market Hands You a Gift, Take It

The fear that "software will get automated away" is driving a lot of emotional investing...

• AMZN
• GOOGL
• MSFT

We're Done With Paper Pizzas

This Cold War tale reads like something out of a spy novel...

Why the 'Yale Model' Is Breaking Down

A new endowment strategy is showing how one asset class could benefit regular investors.

The U.S. Takes the Nuclear Baton

Getting a reactor approved is one challenge... Keeping it fed is another...

• BWXT
• CCJ
• LEU
• OKLO
• SMR

Working 'Behind the Meter' to Meet Energy Demand

Natural gas has become the fastest way to power data centers...

Patients Still Need Quality Health Care

This debt-fueled health care expansion strategy spooked the market...

• CYH
• THC