Why Did Buffett Dump Amazon?
In his final quarter as CEO of Berkshire Hathaway (NYSE: BRK-B | BRK-B Price Prediction), Warren Buffett reallocated his technology holdings. In the process, he sold 75% of his Amazon (NASDAQ: AMZN) position, according…
All Work
Douglas A. McIntyre
Walmart Isn’t America’s Biggest Company Anymore
Depending on the source, Walmart (NYSE: WMT | WMT Price Prediction) has ranked as the largest company in the US based on the Fortune 500 for either 13 or 14 consecutive years. It has…
Is AWS Worth More Than All Of Amazon?
Of Amazon’s (NASDAQ: AMZN | MSFT Price Prediction) $717 billion in revenue last year, $128 billion came from AWS. Amazon’s e-commerce business grew at about 8%. The AWS revenue growth was 20%. A more…
Ford’s Stock Won’t Stop Going Up
A funny thing happened on the way to America’s EV disaster. Ford (NYSE: F | F Price Prediction), which took a $19.5 billion write-off for its EV mistakes, has a stock that will not…
Retailers That Went Bankrupt During Age Of Amazon
Amazon (NASDAQ: AMZN | AMZN Price Prediction) was founded in 1994. It went public in 1997. Like most online businesses, it was boosted by the dawn of broadband. Broadband penetration reached 40%-50% in 2005/2006.…
China Stole OpenAI Secrets, Experts Say
It reads this way. From Reuters, which quoted a letter to the U.S. House Select Committee on Strategic Competition, “We have observed accounts associated with DeepSeek employees developing methods to circumvent OpenAI’s access restrictions…
Rivian Stock Disaster Continues
Editor’s Note: This article has been updated to reflect sales figures for Chevy, Ford, and Hyundai. Investors cheered Rivian’s (NASDAQ: RIVN | RIVN Price Prediction) new quarterly results and its sales forecasts for this…
America’s Most Expensive Car Brand
Cox Automotive released a substantial amount of data detailing light-vehicle sales in the US. The most recent data is for January. It takes the numbers from Kelley Blue Book. Among the things it shows…
The Collapse Of America’s AI Bubble Is In China
There is no chance we are in an AI bubble, according to the heads of companies like Nvidia (NASDAQ: NVDA) and Alphabet (NASDAQ: GOOG). If the US is completely at the center of the…
A Big Correction Would Cost Dow 10,000 Points
Last year, the S&P 500 declined 19% from its February highs to its late April lows. A wild rally took it higher for the balance of 2025, and it closed up 17% for the…
The F-150 Saved Ford
While Ford (NYSE: F | F Price Prediction) was eating through billions of dollars in an attempt to gain a large market share in the US EV market and its EU and China units…
How To Save Social Security
At some point, Congress will need to save Social Security, or not. According to the 2025 Trustees Report, the Old-Age and Survivors Insurance (OASI) trust fund will become insolvent by 2033. The combined OASI…
Hims & Hers Falls Apart, Again
Hims & Hers Health (NASDAQ: HIMS) has had among the worst runs of any public company over the last year. And, there is little reason to think it will recover. The stock is down…
The Worst Thing That Can Happen To Social Security
There are several “known knowns” about Social Security. (The term was coined by the Secretary of Defense of the United States, Donald Rumsfeld, in 2002.) Among these is the fact that, according to the…
Tesla Market Cap Will Hit $10 Trillion, If It Sells One Billion Robots
Elon Musk says everyone in the world will have a robot. There are 8.3 billion people in the world. No one knows how much these robots will cost, but for argument’s sake, do the…
Saying Goodbye To The Ford F-150 Lightning
The Ford F-150 Lightning is probably the most significant effort by any automaker to enter the EV market and compete with Tesla (NASDAQ: TSLA | TSLA Price Prediction). It was an EV version of…
The Largest Write Off In Car Industry History
Ford (NYSE: F | F Price Prediction) recently wrote off $19.5 billion due to the collapse of its EV business. GM (NYSE: GM) wrote off $6 billion because of the failure of its EV…
Tesla Makes China Comeback
An expected decline in Tesla sales in China has not come about. That may not mean much to CEO Elon Musk as he company shifts away from vehicle production.
BYD Moves To World Seventh Largest Country As Tesla Sales Slow
BYD, the world’s largest EV maker, has begun expanding into Brazil, the world’s seventh-largest nation by population at 213 million people. That is just less than two-thirds of what America’s is. The BYD move…
Apple Becomes Apple Again
An odd thing happened on the road to AI dominance. The market became concerned about the large investments and intense competition among companies such as Amazon (NASDAQ: AMZN | AMZN Price Prediction), Meta (NASDAQ:…