Watch the Video Lee opened the conversation by pointing to the timing of the cargo-plane crisis. Just as peak shipping season begins, both FedEx and UPS have had to pull aging aircraft from service…
Watch the Video Our conversation began with a pair of incidents that received less attention than they deserved. Twice in the last month, large sections of the internet were knocked offline. Lee was…
Investors in Apple stock have been extremely anxious about iPhone 17 sales. However, a recent forecast suggests iPhone deliveries will surge this year.
Ford’s electric vehicle sales were down sharply in November. Despite its huge investment in EVs, the company will focus on gasoline-powered vehicles for now.
Shares of Tesla Inc (NASDAQ: TSLA | TSLA Price Prediction) slipped 1.2% to $424.98 on December 2, 2025, as retail investors rallied behind Michael Burry’s latest call that the electric vehicle maker is “ridiculously…
Watch the Video Our conversation began with the latest report out of Europe. I told Lee that the region’s automotive association released monthly sales showing Tesla down 49 percent and BYD up an astonishing…
Watch the Video Our discussion started with a simple question. If Amazon posts a soft holiday quarter in retail but AWS turns in another strong period, what happens to the stock? This is the…
Watch the Video I started the call by explaining to Lee that each year I select five finalists for worst CEO of the year, and this time the first name released was Starbucks…
Watch the Video Lee opened the discussion by recalling a recent moment when I told listeners that Alphabet was my top tech pick. The timing turned out to be interesting. Shortly after, Berkshire Hathaway…
Watch the Video Our conversation began with SoftBank’s sudden 40% drop from mid-October levels. Lee and I both agreed that few investors fully appreciate how central SoftBank has become to the global AI capital…
The current Sears store count is five, and this year’s Black Friday will probably be its last. The old-school retailer could not defend itself from startups Walmart and Amazon.
Challenges to OpenAI’s $500 billion valuation are mounting. New investors may be cutting that valuation before they invest, affecting what OpenAI is ultimately worth.
Famed investor Michael Burry believes Tesla is ridiculously overvalued. He also criticized CEO Elon Musk's $1 trillion compensation package.
Shares of the SPDR S&P 500 ETF Trust (NYSE: SPY) fell 0.8% on Monday, coinciding with a sharp deterioration in retail investor sentiment. SPY’s social sentiment score dropped to 35 out of 100 earlier…
Shares of Alphabet Inc. (NASDAQ: GOOGL | GOOGL Price Prediction) have surged approximately 31% over the past month, climbing from around $244 in early November to above $320 in early December. The rally has…
Shares of the iShares Silver Trust (NYSE: SLV) surged to $51.27 on November 28, 2025, capping a 70% rally from $30 in late May. Yet retail sentiment on Reddit has turned sharply bearish, with…
Alphabet jumped to the head of the AI pack with the release of Gemini 3. Its AI chips are providing a boost as well.
A recent analysis reveals that artificial intelligence could replace almost 12% of jobs in the United States. AI could push the nation to Great Depression levels of unemployment.
Target’s Brian Cornell is one of the worst CEOs in America. The retailer’s quarterly results and stock performance have been horrible during his tenure.
Walmart earnings show it remains the dominant retailer in America despite headwinds. Black Friday sales estimates suggest that U.S. consumer sentiment is strong.
