Why “Free” Could Sink The AI Bubble
Watch the Video Too Much Capital, Too Few Paying Customers I told Lee that artificial intelligence might be the most overfunded “free product” in modern business. We both use AI tools every day, and…
All Work
Douglas A. McIntyre
Rivian’s Financial Disaster
Rivian posted another quarter that shows how little progress it has made. Its stock has underperformed this year, and the report offered little sign that will change.
Badly Crippled IBM Can’t Be Fixed
Layoffs at IBM will not help it lead in artificial intelligence. The company has a history of letting opportunities to lead slip away, and now it is no longer relevant.
Nvidia’s China Defeat
Nvidia says it has “zeroed out” its revenue forecast for China. Nvidia is caught in a brutal battle between China and the United States for the upper hand in AI development.
Tesla’s China Collapse
Tesla’s share of the U.S. EV market has dropped, and it is in seventh place in China, the world’s largest EV market. There is no single, easily fixable reason for its troubles.
Starbucks’ China Defeat
Starbucks is selling 60% of its operations in China, more evidence that the coffee company has failed to learn how to successfully operate there.
Sentiment in Nvidia Turns Negative, Down to 41/100 At Market Open (NVDA)
No other company has been as important as NVIDIA (NASDAQ: NVDA | NVDA Price Prediction) in 2025, but today retail investors are souring on earth’s first $5 trillion company. At market open sentiment has…
Tesla’s Broken Doors
Tesla has had its share of problems this year, leading to weakening sales. A new problem is a reported flaw in its doors.
Bill Gates Is Much Poorer This Year
Microsoft co-founder Bill Gates has lost $40 billion in net worth so far in 2025. His primary investments are Microsoft and Berkshire Hathaway stocks.
Costco Sells Cadillacs for Christmas
Costco members can get deals on the Cadillac, Chevrolet, Volvo, and other brands. This deal is good for Costco and for the car companies.
Investor Faith In Chipotle (CMG) Falls 50% On Battered US Consumer Spending
Shares of Chipotle Mexican Grill (NYSE: CMG | CMG Price Prediction) collapsed over 20% on growing concerns about affordability and signs of a weakened US consumer. Things were already bad for the stock going…
Sentiment in Nokia (NOK) Continues To Rise After Nvidia’s (NVDA) $1B Announcement
Shares of Nokia (NYSE: NOK | NOK Price Prediction) are up nearly 9% the past week on another AI king-maker catalyst. Nvidia (NASDAQ: NVDA) announced a $1 billion strategic investment in Nokia on October…
Apple Is Failing in China
Apple just posted excellent quarterly results, which boosted the stock. Yet, its performance in China is poor for two main reasons.
Bezos Net Worth Rises $10 Billion on Amazon Earnings
A strong Amazon earnings report boosted the net worth of founder Jeff Bezos by $10 billion. Wall Street is impressed with the prospects for Amazon due to AI.
Netflix May Buy Warner Bros
Netflix is considering buying Warner Bros. Discovery to add to its subscriber count and cement its place as the world’s leading streamer.
Tesla Is Worth 28 Times Ford
Two differences between Ford and Tesla explain their widely disparate valuations. A few years from now, which one will be dying?
Starbucks’ Terrible Quarter
Starbucks reported mediocre quarterly results. It provided little evidence that its turnaround strategy was taking hold.
OpenAI’s $1 Trillion IPO
An initial public offering could value artificial intelligence company OpenAI at $1 trillion. However, there are several risks to that frothy valuation.
Tesla’s European Sales Plunge 18%
In September, Tesla sales in the European Union plunged more than 18%. Its market share globally continues to shrink.
Apple Crushed by Other Tech Stocks
Apple stock is trading near its all-time high. Yet it has underperformed most of the other Magnificent 7 stocks this year.