Tesla Sales Crippled In World’s Biggest EV Country
Tesla's August numbers out of China signal trouble for a company already struggling to find a win in 2026, and the problems extend well beyond one month of weak demand.
All Work
Douglas A. McIntyre
One Of The World’s Biggest Money Managers Walks Away From Mag7
One of the world's largest money managers just made a dramatic bet against America's most powerful tech companies, and the reasoning behind the move raises uncomfortable questions about whether AI spending is a trillion-dollar…
Inflation Odds Move Toward 100%
Diesel at record highs, beef prices surging, mortgage rates climbing, and consumer confidence cratering. A web of pressures is tightening around the economy all at once, and the Fed may have far less room…
Tesla’s Impossible Comeback
Tesla once dominated the EV revolution and captivated investors worldwide, but a cascade of forces has put Elon Musk in a corner with no obvious escape route.
Ford Risks Another Big EV Failure
Ford just unveiled its latest electric vehicle with bold sales targets, but the company faces a collision of forces that sank its previous EV ambitions and shows no sign of letting up.
AI Is Really Really Taking Jobs Today
New Federal Reserve research is tracking something economists have long debated, and the early numbers point toward a labor market shift that could rival the worst economic downturns in modern American history.
Should Tesla Be Kicked Out Of Magnificent 7?
Tesla has cratered while its Magnificent 7 peers race to pour nearly a trillion dollars into AI infrastructure, raising a pointed question about whether a car company truly belongs in an elite club defined…
Lucid Is A Penny Stock Again
Lucid's stock has crossed a threshold that typically signals the market has lost faith in a company's future, and the reasons behind that fall keep piling up fast.
People Forget Amazon’s $600 Billion E-Commerce Business Is Bigger Than Microsoft
Amazon's e-commerce empire quietly rivals some of the world's largest corporations, yet investors keep treating it as the boring half of the business. Understanding what each division is actually worth changes everything about how…
Jensen Huang Has Become World’s 8th Richest Person
Jensen Huang turned a modest chip startup into the backbone of the global AI arms race, and his personal fortune now rivals the biggest names in tech. But three mounting challenges could test whether…
Musk Loses The AI Race
Elon Musk built SpaceX into a rocket empire and Starlink into a global network, but his AI ambitions may now be dragging both down. What happens when a billionaire who hates losing refuses to…
Tim Cook Sold 3.1 Billion iPhones
Tim Cook moved billions of iPhones and doubled Apple's slice of the S&P 500, yet one looming question about his legacy may overshadow all of it: did sitting out the AI arms race save…
Lucid’s Stock Collapses–Again
Lucid's new CEO unveiled a sweeping list of fixes, partnerships, and bold promises, but Wall Street responded by punishing the stock hard. The question now is whether the company can survive long enough to…
The Kohl’s Recesson
Kohl's, McDonald's, and Walmart are all flashing the same warning sign, and it points to a crisis already swallowing half the country before most economists will admit it exists.
Anthropic Says Its Market Is $30 Trillion, Same As US GDP
Anthropic is pitching investors a revenue number so large it strains belief, but buried beneath the headline figure lies a tangle of risks involving overbuilt data centers, geopolitical threats, and an AI economy that…
Tesla Is Worth Twenty-Five Times More Than Ford
Ford sells America's best-selling vehicle and dominates the truck market, yet its entire company is valued at a sliver of what investors hand Tesla. The gap between those two realities raises a question worth…
Google’s Wins Make Founders Brin And Page $50 Billion Richer
While AI was supposed to gut Google's core business and rivals like Meta and Tesla have stumbled badly this year, Alphabet's founders are sitting on a jaw-dropping windfall that tells a very different story.
Tesla Raises Prices on Cybertruck Almost No One Will Buy
Tesla just hiked Cybertruck prices on a vehicle that has been called the biggest flop in automotive history, and the reasoning behind that decision is nearly impossible to defend.
Anthropic Is Worth Much Less Than SpaceX
Investors are lining up to bet that Anthropic's IPO will shatter SpaceX's record, but a closer look at what each company actually owns raises serious questions about whether that confidence is justified.
Nvidia Could Drop 20% On Poor Earnings
Nvidia enters earnings week with its stock priced for perfection, but a single crack in its numbers could send investors scrambling for the exits. The question is whether any weakness even exists, and what…