Archive

Manias Never Change

It's tough to know which AI companies are legitimate. It's tougher to know which are still a good value...

The AI Gold Rush Needs Some Direction

This consultant knows most businesses still don't know what they're doing with AI...

• ACN

Most Folks Know It... Few Use It

Companies are still trying to figure out how to use AI...

• AAPL

Invest Like It's the Summer of 1996

We're capable of making a lot more "crazy ideas" actually work this time around...

• AMZN
• CHWY
• GOOGL
• NFLX
• NVDA

Apple's Betting On a Late AI Push

Apple is far from the first tech company to unveil its AI tech... but investors shouldn't count it out of the AI race.

• AAPL

AI Is Already Causing Layoffs... And Not Just in Big Tech

Companies are making staff cuts – all because of "good news." And the layoffs won't stay confined to the tech industry...

• INTU

Amazon's Success Wasn't Built Overnight

Amazon thrives on data – and it has far more than you likely realize...

• AMZN
• GOOGL
• MSFT

The U.S. Dollar Is Still King

According to the International Monetary Fund, one-third of the world's capital has flowed into the U.S. since the pandemic...

• NVDA

Chips Can't Keep Consumers Afloat

We can't expect earnings growth to really accelerate when two-thirds of the U.S. economy is on the ropes...

• SBUX

Don't Be Fooled... U.S. Natural Gas Is Here to Stay

Despite what recent data may say, U.S. natural gas is likely to continue replacing Russian gas in Europe...

• LNG