NVIDIA’s Huge China Win, But Tariff Could Ruin It
NVIDIA (NASDAQ: NVDA | NVDA Price Prediction) was allowed to sell its “second-best” H20 AI chip in China. Then it was, and then it wasn’t. Now it is. However, it may have to pay…
All Work
Douglas A. McIntyre
Microsoft’s Troubled AI Problems Just Got Worse
It is generally accepted that Microsoft’s (NASDAQ: MSFT | MSFT Price Prediction) Asus ProArt PX13 AI product has fallen behind Google’s Gemini, OpenAI’s GPT-5.4, and Anthropic’s Claude Opus 4.6. (Each makes different products for…
A Deep Recession Has Already Started
A recession is defined by two consecutive quarters of decline in GDP, but the current macroeconomic reality is far more complex. While early estimates suggested a deep contraction, Q1 GDP actually expanded between 1.6%…
The Destruction of Peloton Continues
No matter how smart the ideas may have been, or how many top managers Peloton (NASDAQ: PTON) has hired, the company has been ruined, and the events that destroyed it have finally dragged it…
Palantir’s 625% Run Up. Who Cares About Controversy?
Even amid the recent sell-off that dented the market, Palantir’s (NASDAQ: PLTR | PLTR Price Prediction) stock has outperformed the S&P by a remarkably large margin. Shares are up 550% in the last few…
Apple’s 108% Run Up
Apple’s (NASDAQ: AAPL) stock is up 108% in the last five years. The S&P is 69% over the same period. It should surprise most people that Amazon (NASDAQ: AMZN | AMZN Price Prediction) is…
Netflix Has No Rivals
After a trivial deal between two companies about AI content, Barron’s wrote a headline that read, “Netflix Rival Strikes Deal With Google in Battle for AI Content.” The deal in question was for the…
In Battle For America’s Cheapest Menu, McDonald’s Offers $3 Meals
McDonald’s (NYSE MCD | MCD Price Prediction) will offer a $3 meal, according to an exclusive report in The Wall Street Journal. In 2024, McDonald’s started its discount program with a $5 meal. McDonald’s…
Costco’s Entire Profit Model Threatened As Customer Sues For Refund
One of the big questions about the future of tariffs is whether the recent Supreme Court’s decision to end the use of several executive orders to levy them means that those who paid under…
Does Iran War Show Ford And GM Turned In The Wrong Direction?
The war in Iran could be over in a week or drag on for months. Old tankers may start to make their way through the Strait of Hormuz next week. Or, they could be…
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.…
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…