Archive

The Two Sides of 'Sell America'

Negative sentiment toward the U.S. doesn't seem to be showing up in the numbers...

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...