Archive

Year: 2026

All Year: 2026 Articles

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Understand The Current Buy Rationale for Salesforce

Salesforce just posted a quarter that silenced its loudest critics, but the investment case for buying at current prices is more complicated than the 22% weekly rally suggests.

Alex Sirois · 1 week ago

Salesforce at $256: Should You Buy It?

Salesforce just ripped 36% in a month on its boldest AI bet yet, but the stock now sits exactly where analysts think it belongs, leaving buyers with no margin for error and one soft…

Alex Sirois · 1 week ago

Musk Loses The AI Race

Elon Musk built SpaceX into a rocket empire and Starlink into a global network, but his AI ambitions may now be dragging both down. What happens when a billionaire who hates losing refuses to…

Douglas A. McIntyre · 1 week ago

The Bull Case for Netflix Stock Is Stronger Than You Think

Netflix stock is down more than 30% over the past year while the business keeps growing revenue at double digits, and that disconnect is exactly what has one major billionaire investor stepping back in.

Vandita Jadeja · 1 week ago

Tim Cook Sold 3.1 Billion iPhones

Tim Cook moved billions of iPhones and doubled Apple's slice of the S&P 500, yet one looming question about his legacy may overshadow all of it: did sitting out the AI arms race save…

Douglas A. McIntyre · 1 week ago