Oracle Saves The “Magnificent Seven”
Oracle’s (NASDAQ: ORCL | ORCL Price Prediction) earnings showed that it was not overextended, that it’s a huge bet on the future of data centers, and its AI revenue was not a long shot.…
All Work
Douglas A. McIntyre
Samsung Caught Apple In Smartphone Sales
TrendForce, which tracks global smartphone shipments and production, reports that Samsung’s production matched Apple’s (NASDAQ: AAPL | AAPL Price Prediction) last year. Total global smartphones reached 1.25 billion across the industry. Apple and Samsung…
Market Meltdown Odds At 35%
Ed Yardeni, one of Wall St.’s most revered market strategists whose overall forecasts of stock movements are widely followed, moved his odds for a market meltdown to 35% from 20%. He gave the war…
Ford’s Success Battered By 615,000 Recall
Ford (NYSE: F | F Price Prediction) took a $19.5 billion write-off for its EV business. The other thing that has plagued it for years is poor quality manufacturing. Management wants the market to…
$200 Oil And A Ruined US Economy
Forecasts that oil will hit $100 barrel happen regularly now because of the war in the Middle East and the shuttering of the Strait of Hormuz through which 20% of the world’s oil flows…
NVIDIA Gives Up On China
NVIDIA (NASDAQ: NVDA | NVDA Price Prediction) expected to sell its H200 chips in China, and it expected to sell a lot of them. The deal has been on and off again amid trade…
Apple Sells Cheap Stuff
Apple (NASDAQ: AAPL | AAPL Price Prediction) has put some cheap products on the market. Some say it may be to dodge a shortage of high-end chips, which are expensive. Others say Apple’s more…
Microsoft Market Value Plunges By $1 Trillion
Maybe it’s a record. Maybe it is not. It has to be close. Microsoft’s (NASDAQ: MSFT | MSFT Price Prediction) market cap had gone from $4 trillion in late October to $3 tillion today.…
Target Stock Continues To Disappoint
Although Target’s (NYSE: TGT) stock recently rallied, it remains a horrible long-term investment. The stock is flat over the last year, while the S&P is up 16%. Over the last five years, it has…
$5 Gas And Tesla Windfall
$5 gas has become a more frequent part of the American conversation about what it will cost to drive a car in the US if the war in the Middle East escalates or lasts…
America’s Worst Car Brand
For decades, the gold standard of research about US auto quality has been JD Power studies. Most of its research reports have been issued for decades. It recently released this year’s version of the…
BYD Sales Collapse. What About Tesla?
It is hard to imagine how a hot company like BYD could suffer an extraordinary drop in sales. However, in February, it happened. According to the FT. “The world’s biggest electric vehicle maker reported…
Is This The Safest Stock During A War?
The markets are dropping. They did at the start of Russia’s invasion of Ukraine. They did at the start of the Gulf War (1990–1991) under President George H.W. Bush. They did at the start…
Oil Is Going To $100, According To Experts
Russia’s invasion of Ukraine spiked oil prices to over $100. On March 8, 2022, it reached $127. It spiked over $100 again in June of that year. Oil recently settled into a consumer-friendly pattern;…
Netflix Stock Ready For 50% Surge
Netflix (NASDAQ: NFLX | NFLX Price Prediction) stock rose as it walked away from an $83 billion offer for Warner Bros. Discovery (NYSE: WBD) (There would also have been a spin-out of old media…
A 40% Cut In S&P 500 Employment Would Cost 11 Million Jobs
In 2023, Goldman Sachs released a report warning that generative AI could expose the equivalent of 300 million full-time jobs globally to automation. Since then, Block's decision to cut 40% of its workforce has…
Will Ford And GM Be Out Of Business Before 2050?
The FT put together a complex analysis of what the future of Detroit’s car companies will look like in 2050. It quoted Glenn Mercer, an independent automotive researcher saying, “Simple extrapolation . . . says the domestic American…
Will Regulating AI Cripple AI Stocks?
No matter how transformative AI is, the sector faces two main challenges to its growth in the US. Both are political in their own ways. That puts hundreds of billions of dollars at risk,…
AI’s Future, What To Do When You Get Fired?
There are several grim assessments about how many jobs AI will eliminate in America. Large consulting firms say they will not hire people without AI experience. Accenture and KPMG say promotions will be based…
Amazon Shares Crash This Year
We are less than two months into the year, and Amazon’s (NASDAQ: AMZN | AMZN Price Prediction) stock is in the midst of a collapse. It is already down 10%, while the S&P 500…