The Tesla Killer
Old models and Elon Musk’s reputation have dragged on Tesla’s reputation. Hyundai and its Ioniq brand may be poised to become the global EV leader.
All Work
Douglas A. McIntyre
China Could Ruin Nvidia’s Best Year
Nvidia faces blocked imports of H200 chips into China, which puts $50 billion in potential revenue up in the air. China seems serious about producing its own AI chips.
Tesla Still Trails the Market–by a Lot
Tesla stock has been volatile for some time, disappointing investors. Is the EV maker doing too little or trying to do too much?
The Biggest Loser: Tim Cook of Apple
Apple has fallen behind rivals in the artificial intelligence race because CEO Tim Cook failed to launch an advanced AI product of its own.
Walmart Drone Delivery Service Surges
The number of locations where Walmart uses drones to deliver products to customers is surging. Atlanta, Los Angeles, Miami and more could be next.
Ford’s Headquarters Skips Detroit, as GM Remains
Both Ford and General Motors recently moved their headquarters. The latter remained in Detroit, while the former stayed in nearby Dearborn, Michigan.
Nvidia Stock Could Drop 50% and Still Be Worth More Than Meta
Nvidia's market cap is more than twice that of Meta Platforms. Nvidia has a huge advantage in that it almost single-handedly powers the AI revolution.
Number of People Who Pay Into Social Security Plunges
The ratio of workers funding each Social Security beneficiary has plunged since 1960. Social Security may be curtailed in 2032 or 2033, unless Congress acts to prevent it.
Half of Advanced Driver Assistance Systems (ADAS) Crashes Are Waymos
A recent analysis of autonomous and driver-assisted incidents reveals that over half of them involved Waymo-powered vehicles. The industry seems far from passengers being able to ignore the road and sleep or read books.
The Best City for Buying a Starter House
Realtor.com says some housing markets are affordable, particularly for first-time buyers. Here are the 10 best cities in America for buying starter homes.
Stock Market Will Soar in 2026–Goldman Sachs
Goldman Sachs says the stock market rally is far from over. The primary market driver will shift from AI to healthcare providers, consumer goods, and more.
A Way to Help Save Social Security
One way to extend the lifespan of Social Security is to waive the taxes on Social Security payments. The math is complex and the political trade-offs are real, but the urgency has never been…
Elon Musk’s Net Worth Is Already Up $10 Billion This Year
Elon Musk’s net worth has already increased by $10 billion this year, even though Tesla stock is down. Musk’s other assets include SpaceX and xAI.
Cisco’s Long Road Back Shows How Tech Manias Can Bury The Best Companies
Watch the Video Our discussion started by going back to the late 1990s, when Cisco was one of the hottest stocks on the planet. At the height of the dot-com boom, it sat at…
ChatGPT’s Market Share Retreat Raises New Questions About OpenAI
Watch the Video I pointed out that OpenAI is still the market leader in AI chatbots, but leadership alone is no longer the story. Lee and I agreed that momentum has clearly shifted over…
Sell Exxon Stock Immediately
Exxon stock jumped on news of the U.S. seizure of Venezuelan oil fields. However, it and Chevron face huge hurdles that do not appear to be baked in to their stock prices.
Nvidia Wants to Take Tesla’s Self-Driving Business
Nvidia has launched its Alpamayo AI platform for autonomous vehicles. It is more accessible to other car manufacturers than Tesla's self-driving system is.
Waymo’s Robo-Taxi Lead Widens as Tesla Plays Catch-Up in the Autonomous Race
Watch the Video Our conversation began with what some have treated as a sensational headline, a temporary Waymo disruption during a San Francisco power outage. Lee and I agreed almost immediately that this was…
Cisco’s 25-Year Journey Back to Its Dot-Com Peak Offers a Cautionary Tech Lesson
Watch the Video Lee and I rewound the clock about 25 years, back to the height of the dot-com boom. At that time, Cisco was one of the hottest stocks on the planet, sitting…
Warren Buffett’s Exit as CEO Signals a Market Turning Point and a $354 Billion Question
Watch the Video Our conversation began with the realization that one of the most extraordinary careers in investing history is formally entering its final chapter. As Lee and I discussed, the idea of Warren…