Articles for author: The whipping post

The whipping post

Anthropic, OpenAI, and xAI Want to Slow Down Artificial Intelligence (AI) Development. These 2 Stocks Could Be the Biggest Losers.

Key Points Last weekend, Anthropic CEO Dario Amodei published a blog post calling for a slowdown in AI development. Amodei highlighted a couple of key risks, and Sam Altman from OpenAI and Elon Musk from xAI agreed with his conclusions. A slew of hardware suppliers and service providers to the AI industry could suffer a ...

The whipping post

Microsoft Just Made a Move That Could Put More Pressure on Its Azure Business. Here's Why It Could Turn Out Great for the Stock

Key Points Microsoft’s Azure business has been a major focus for growth investors this year. The company recently announced reporting changes, and it will now disclose quarterly revenue from Azure. The Azure business picked up steam last quarter, and that sent the stock soaring. 10 stocks we like better than Microsoft › Microsoft (NASDAQ:MSFT)‘s Azure ...

The whipping post

Should Investors Buy Walmart Stock as Growth Meets a Rich Valuation?

Walmart Inc. WMT is converting more of its scale into digital, advertising and membership growth, while second-quarter fiscal 2027 profitability improved faster than sales. The trade-off is valuation. WMT’s earnings momentum and expanding higher-margin businesses support the investment case, but elevated operating costs, heavier investment and a premium earnings multiple make the entry point less ...

The whipping post

Before Elon Musk Builds a Million Robots, Follow the Money

Tesla can’t manufacture Optimus alone. The suppliers it will need could offer investors the bigger opportunity… Listen to the audio version of this article (generated by AI). Editor’s Note: Although I don’t recommend Tesla Corp. (TSLA), I am interested in what happens if Elon Musk actually builds millions of humanoid robots. My colleague Luke Lango, ...

The whipping post

Rivian vs. Lucid: This Stock Is Clearly the Better Buy

Key Points Investors looking for high-growth electric vehicle (EV) stocks should pay attention to what made Tesla (NASDAQ: TSLA) a $1 trillion business. CEO Elon Musk laid out Tesla’s recipe for success in a 2006 blog post titled, “The Secret Tesla Motors Master Plan (just between you and me).” In the post, Musk detailed Tesla’s ...