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.
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Douglas A. McIntyre
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…
Oracle’s AI Hangover Highlights the Risk of Chasing Late Cycle Tech Winners
Watch the Video How did Oracle go from market darling to market disappointment in just a few months? Lee and I agreed that the speed of the reversal surprised even seasoned investors. From AI…
Falling Gas Prices Give Consumers a Break and Put EV Stocks On Notice | TSLA RIVN LCID
Watch the Video Lee and I discussed a data point that has major economic implications. The national average price for regular gasoline has dropped to about $2.75 per gallon, a level not seen in…
How People Can Lose 100% of Their Social Security Payments
Social Security payments are suspended when someone is imprisoned for committing a crime. Those payments may not automatically resume upon release.
Samsung’s Plan to Wreck Apple
Apple lacks an AI-integrated product. Samsung aims to take smartphone market share from Apple by releasing 800 million AI-powered mobile devices this year.
Lucid Takes a Beating
Lucid stock underperformed the S&P 500 in 2025, hitting an all-time low as the year ended. It is a tiny company in a struggling industry, and its cars are too expensive.
Rivian Delivers Great News
A surge at the end of the year helped Rivian stock outperform the S&P 500 last year, even though EV sales across the world have faltered.
AI Will Demolish 200,000 Jobs According to Expert
Morgan Stanley forecasts that artificial intelligence will eliminate 200,000 banking jobs in Europe by 2030. Other forecasts are even worse.
A $2.2 Trillion Jump in Billionaire Net Worth
The 500 richest billionaires gained over $2 trillion in net value in 2025. Much of the gain came from Tesla CEO Elon Musk and a few other big tech billionaires.
Starbucks Winning Battle Against Labor
Starbucks unionization efforts have made little progress in four years. Management has more to worry about than whether store workers are happy.
GM Stock Outraces Tesla and Ford
General Motors stock has outperformed rivals Ford and Tesla this year, thanks to strategies implemented by GM CEO Mary Barra.