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Flying the drone is only part of the job. Solving the problems around it could create opportunities across American industry. Listen to the audio version of this article (generated by AI). Editor’s Note: A late food delivery is an everyday frustration. For my colleague Luke Lango, DoorDash’s new drone delivery system points to a much ...
This Week The artificial intelligence (AI) trade was the top theme for markets this week, but the Federal Reserve, major economic data and continued developments in the Iran conflict also mattered. The news on the AI trade was decidedly mixed: Still, the Nasdaq-100® is on pace for 49% YOY Q3 earnings growth. But it wasn’t ...
Listen to the audio version of this article (generated by AI). Alphabet fails Wall Street’s new AI test… why Microsoft held up… the “peak AI spend” question… hot inflation, hotter GDP… Eric Fry on Brazil’s shock election In yesterday’s Digest, we said last night’s earnings from Microsoft Corp. (MSFT) and Alphabet Inc. (GOOGL) would show ...
From the AI buildout to energy: Where I see buying opportunities– and which names don’t make the cut. Listen to the audio version of this article (generated by AI). Buy, sell or hold? With earnings season underway and a historically favorable stretch for stocks ahead, it’s a good time to take a fresh look at ...
Wall Street has crowned a winner in the obesity-drug race, but it might be too early to celebrate. Listen to the audio version of this article (generated by AI). Editor’s Note: As my friend and colleague Eric Fry notes in the piece I’m sharing today, a rising stock market doesn’t mean it’s full of good ...
This Week It was a slow week for data (no offense, PMIs), so markets were once again focused on the artificial intelligence (AI) trade and developments in the Iran conflict. AI stocks sell off as mega-cap earnings beats aren’t enough to offset costs concerns. We got earnings beats from mega-caps SPCX, TSLA and META (after ...
Eric Fry’s case for looking outside the U.S. – and ideas for how Listen to the audio version of this article (generated by AI). An ugly week for the AI trade… Eric Fry on why “familiar isn’t safe”… Brian Hunt’s Brazil call keeps paying… Jonathan Rose eyes AI at a discount Eight straight sessions. That’s ...
What a California helmet law reveals about your portfolio. Listen to the audio version of this article (generated by AI). Hello, Reader. A motorcycle helmet might not be as safe as you think. Now, obviously, helmets can and do save the lives of riders who get into serious accidents. And they should be worn. But, ...
Plus, how the pros trade earnings surprises… and a tanker stock up 88% Listen to the audio version of this article (generated by AI). Earnings season kicks off… how the pros trade surprises… the $20 billion AI scare that wasn’t… tankers are earning $1.3 million a day … Louis Navellier’s 91% winner Before we jump ...
Listen to the audio version of this article (generated by AI). Why Wall Street misread Friday’s jobs report… the data weren’t dovish, they were messy… the Fed is due for a pause, not a pivot… the metal that performs well regardless of rates… how Jonathan Rose views it Friday’s jobs report was, on its face, ...
The whipping post
The whipping post
The whipping post