Nvidia’s Huang Admits a Defeat in China
Nvidia CEO Jensen Huang says there are no active discussions about selling high-end AI chips to China. Nvidia remains caught in the U.S.-China trade war, perhaps forever.
All Work
Douglas A. McIntyre
Ford May Dump F-150 Lightning
Ford sold few of its F-150 Lightning electric pickups in October. The Wall Street Journal reports that the automaker may scrap the money-losing truck altogether.
Cameco Stock (CCJ) Falls 6% But Retail Traders Stay Bullish
Cameco Corporation (NYSE: CCJ | CCJ Price Prediction) shares are down nearly 6% today, and over 15% the last week. This is a sharp pull back from recent highs near $110. But if look beneath…
Suddenly, Traders Love Nebius Group (NBIS) Stock
Nebius Group (NASDAQ: NBIS | NBIS Price Prediction) sentiment is doing something unusual. In the last four days optimism has suddenly spiked on investment communities like Reddit, and X. As recently as November 4th…
Walmart Is America’s Worst Retailer
Walmart is not only America’s largest retailer but also its worst according to two widely regarded surveys on customer satisfaction and company reputation.
Nvidia’s Huang Says China Will Win AI Race
Nvidia CEO Jensen Huang says China will win the artificial intelligence (AI) race. If he is correct about that, it is bad news for more than just Nvidia.
Options Traders Flip Bearish as Oracle (ORCL) Falters
Shares of Oracle (NYSE: ORCL | ORCL Price Prediction) fell 11% this past week, sliding to $245.01 as retail investors and options traders have grown wary after a months long run in AI stocks.…
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…
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.