Gemini Could Lose Its Edge Over ChatGPT Fast
Many believe that Alphabet’s Gemini 3 is superior to OpenAI's ChatGPT. However, regulators may soon take away Alphabet’s biggest advantage.
All Work
Douglas A. McIntyre
Jeep Can’t Sell Its Jeeps
A recent analysis reveals that Jeep models tend to linger on dealer lots. Stellantis has tried everything in the book to fix its Jeep sales problem.
Ford, GM Race Ahead of the Market
Ford and GM stocks are outperforming the S&P 500 this year. They were supposed to be losers as the companies lagged Tesla in EV market share.
Tesla’s Europe Prospects Take a Beating
Tesla faces headwinds in Europe on both the self-driving and affordable products fronts. Shareholders increasingly see Tesla as a laggard in its industry.
Worst CEOs of the Year: Evan Spiegel of Snap
Evan Spiegel of Snap is a candidate for the worst CEO of 2025. Wall Street believes that the future of Snapchat's parent is no better than its past.
Worst CEOs of the Year: Marc Winterhoff of Lucid
Marc Winterhoff of Lucid is a candidate for worst CEO of the year. The luxury EV maker has made a number of mistakes and ultimately may be doomed.
China Threatens Nvidia With Its Own Company
Moore Threads shares rose 500% on their first day of trading on the Shanghai stock exchange. The company is China's answer to Nvidia.
FedEx and UPS Face Plane Groundings at the Worst Possible Time
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…
Cloudflare and AWS Keep Breaking the Internet
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…
Apple’s iPhone 17 Victory
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 EV Plans Ruined
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.
Michael Burry Builds A Bear Army With Tesla “Wildly Overvalued” Call
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…
Tesla’s Biggest Market Continues to Disappoint
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…
If Amazon Doesn’t Clean Up Holiday Sales, AI Won’t Matter Much
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…
I Name CEO Starbucks CEO Brian Niccol “Worst CEO of 2025”
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…
Buffett Bought Alphabet After I Named It My Top Tech Stock (GOOG, BRK.B)
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…
SoftBank’s 40% Slide Raises New Questions About the AI Capital Cycle
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…
Sears Will Finally Go Out of Business
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.
OpenAI’s $500 Billion Valuation Faces Huge Cut
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.
Michael Burry Attacks Tesla Valuation
Famed investor Michael Burry believes Tesla is ridiculously overvalued. He also criticized CEO Elon Musk's $1 trillion compensation package.