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AI stocks like Nvidia (NVDA) have taken haymakers for much of the year, with investors firmly in “show-me” mode. Circular financing, ballooning hyperscaler spending,...
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Australian Prime Minister Anthony Albanese called out OpenAI chief executive Sam Altman on Wednesday, Sept 23. Speaking at the United Nations General Assembly in...
Longer shipping routes have pushed freight rates higher, while disruptions to refineries and crude oil transportation have reduced supplies of refined products such as...
Meta Platforms (META) just wrapped one of its biggest product weeks in years, and Wall Street’s reaction split in an interesting way. One bank...
Making its way into Swahili and later English from the Arabic word “safar” for “making a long journey,” safari emerged in East Africa during...
AI stocks like Nvidia (NVDA) have taken haymakers for much of the year, with investors firmly in “show-me” mode. Circular financing, ballooning hyperscaler spending,...
“Are you saying that a lot of this kind of really expensive fine art is a scam?” I asked him in a recent podcast...
The bearish case for SpaceX has recently been the everyday norm. It is no longer coming from just one corner of Wall Street. I’ve...
Markets are good at pricing barrels. They are terrible at pricing the machinery that turns barrels into something you can actually burn. That gap...
Wall Street analysts get paid to be right eventually, not immediately. That gap is where the damage usually happens to everyone else, because a...
Seagate Technology (STX) makes high-capacity hard drives used by cloud providers and large corporate data centers. Those drives store training files, model outputs, videos,...
Americans still have a hunger for dining out. They’re just becoming a lot pickier about whether a restaurant dinner is worth the check. With...