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…
All Work
Douglas A. McIntyre
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…
Lucid’s Stock Collapses–Again
Lucid's new CEO unveiled a sweeping list of fixes, partnerships, and bold promises, but Wall Street responded by punishing the stock hard. The question now is whether the company can survive long enough to…
The Kohl’s Recesson
Kohl's, McDonald's, and Walmart are all flashing the same warning sign, and it points to a crisis already swallowing half the country before most economists will admit it exists.
Anthropic Says Its Market Is $30 Trillion, Same As US GDP
Anthropic is pitching investors a revenue number so large it strains belief, but buried beneath the headline figure lies a tangle of risks involving overbuilt data centers, geopolitical threats, and an AI economy that…
Tesla Is Worth Twenty-Five Times More Than Ford
Ford sells America's best-selling vehicle and dominates the truck market, yet its entire company is valued at a sliver of what investors hand Tesla. The gap between those two realities raises a question worth…
Google’s Wins Make Founders Brin And Page $50 Billion Richer
While AI was supposed to gut Google's core business and rivals like Meta and Tesla have stumbled badly this year, Alphabet's founders are sitting on a jaw-dropping windfall that tells a very different story.
Tesla Raises Prices on Cybertruck Almost No One Will Buy
Tesla just hiked Cybertruck prices on a vehicle that has been called the biggest flop in automotive history, and the reasoning behind that decision is nearly impossible to defend.
Anthropic Is Worth Much Less Than SpaceX
Investors are lining up to bet that Anthropic's IPO will shatter SpaceX's record, but a closer look at what each company actually owns raises serious questions about whether that confidence is justified.
Nvidia Could Drop 20% On Poor Earnings
Nvidia enters earnings week with its stock priced for perfection, but a single crack in its numbers could send investors scrambling for the exits. The question is whether any weakness even exists, and what…
Walmart Has Too Many Stores
Walmart keeps opening stores while the rest of retail races online, and that gap between strategy and reality may be catching up with the retail giant in ways its same-store sales numbers only hint…
Meta Falls Far Behind Amazon, Alphabet, and Microsoft In AI
The AI market cap race among the biggest tech giants reveals a brutal reshuffling of power, and one social media behemoth is watching its AI ambitions get priced into irrelevance while a private upstart…
Amazon Drones Move To 500 Cities. It May Not Work
Amazon is rolling out drone delivery to hundreds of cities, promising packages in 30 minutes flat. But the FAA, noise complaints, privacy concerns, and a few inconvenient realities suggest the rollout may hit serious…
Jensen Huang’s Net Worth Up $28 Billion This Year
Jensen Huang built Nvidia from a scrappy graphics chip startup into a company now sitting at the center of the AI revolution, and his personal fortune has followed a trajectory that few could have…
Nvidia Trades At 50% Discount
Bank of America sees Nvidia shares trading at a steep discount to where they should be, but the bold price target rests on assumptions that could unravel fast given the debt piling up across…
Target’s Stock Down 40% In Five Years
While Walmart and Costco have rewarded investors handsomely over the past five years, Target has done the opposite, and a new CEO now carries the weight of proving the struggling retailer can truly turn…
Tesla Batters Rivian in Self-Driving Test
A major TV network put Tesla's FSD head-to-head against Rivian's new Autonomy+ system on real roads, and the gap between them revealed something unsettling about where the entire self-driving industry actually stands.
America’s Best Dividend Stock Has A Good Year
While megatech stocks chase AI billions and swing wildly, one tobacco giant quietly delivers the kind of income and stability that most growth investors dismiss until the market turns ugly.
Elon Musk Is $142 Billion Short Of A $1 Trillion Net Worth
Elon Musk briefly crossed a threshold no individual had ever reached, then watched hundreds of billions vanish as SpaceX stumbled out of its IPO gate and Tesla bled market value through a brutal stretch.…
Why Is Rivian Worth As Much As Stellantis? It Isn’t
A struggling EV startup with one brand and massive losses somehow carries a higher market cap than a global automaker selling millions of vehicles across a dozen household names. The math looks broken, but…