Watch the Video There is a widespread perception that the Magnificent Seven represent the greatest investment basket in history. Put equal money into all seven, hold forever, and you cannot lose. Lee and I…
Watch the Video Lee and I discussed one of the most overlooked realities of artificial intelligence. None of it works without electricity. For a while, there was a belief that data centers could simply…
Watch the Video Why Amazon stands out this quarter I started the conversation by saying that one of my favorite retail stocks right now is Amazon. This is not an AI call and it…
Watch the Video I opened the conversation by noting that Elon Musk, the richest man in the world, has most of his wealth split between public and private companies, and now appears ready to…
Watch the Video With less than two weeks until Christmas, the retail calendar is effectively at its peak. For most retailers, the heavy lifting is done in the days right before this window closes.…
Nike continues to disappoint investors. Poor results in China are a drag on Nike’s quarterly results, as it faces fierce competition there and elsewhere.
OpenAI aims to raise up to $100 billion, which could set its valuation at $850 billion. That is a massive amount for an unprofitable company that faces a bevy of new challenges.
Watch the Video Why sentiment has changed I opened the discussion by admitting that I have reversed my long-standing negative view on Ford and General Motors. Lee immediately agreed, pointing out that GM has…
Watch the Video I started the discussion by acknowledging something that feels almost unnatural for long-time Berkshire watchers. Warren Buffett is struggling, at least by his own historic standards. With Buffett expected to step…
Watch the Video Our conversation began with a simple observation. A lot has happened in AI over the past week, and not all of it has been good. Lee opened by pointing directly at…
The descendants of Walmart founder Sam Walton remain the richest family in the world. Unlike most of the people who top wealth lists, the Waltons inherited their money.
There are three ways China is poised to leap ahead in artificial intelligence. The United States faces many headwinds in creating AI infrastructure.
Amazon reportedly plans to invest $10 billion into OpenAI, a firm swarmed by competition. Clearly, Amazon is trying to buy its way into the AI market.
The price of gasoline has a significant impact on U.S. household spending. American consumers are currently benefiting from fuel prices at multiyear lows.
Tesla CEO Elon Musk is the first person with a net worth of more than $600 billion. His net worth could top $1 trillion when SpaceX goes public next year.
William Clay Ford Jr. is our pick for the worst CEO in America for 2025. He is behind Ford’s disastrous turn into the electric vehicle business.
Despite a sharp decline in its U.S. sales, Tesla still has the best-selling electric vehicle there. Yet even that model may be priced much too high for wide U.S. EV adoption.
Though Tesla sales declined sharply in November, its market share increased. It may be poised to benefit if EV sales bounce back.
Jeep performs the worst of 31 brands in Consumer Reports ratings. Poor Jeep sales have resulted in a buildup of inventory on its dealer lots.
Subaru and BMW perform the best of 31 brands in Consumer Reports ratings. BMW is a top luxury brand in the United States based on sales.
