All Work

Douglas A. McIntyre

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.

Douglas A. McIntyre · 4 weeks ago

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…

Douglas A. McIntyre · 1 month ago

Walmart Has Too Many Stores

Walmart keeps opening stores while the rest of retail races online, and that gap between strategy and reality may be catching up with the retail giant in ways its same-store sales numbers only hint…

Douglas A. McIntyre · 1 month ago

Meta Falls Far Behind Amazon, Alphabet, and Microsoft In AI

The AI market cap race among the biggest tech giants reveals a brutal reshuffling of power, and one social media behemoth is watching its AI ambitions get priced into irrelevance while a private upstart…

Douglas A. McIntyre · 1 month ago

Amazon Drones Move To 500 Cities. It May Not Work

Amazon is rolling out drone delivery to hundreds of cities, promising packages in 30 minutes flat. But the FAA, noise complaints, privacy concerns, and a few inconvenient realities suggest the rollout may hit serious…

Douglas A. McIntyre · 1 month ago

Jensen Huang’s Net Worth Up $28 Billion This Year

Jensen Huang built Nvidia from a scrappy graphics chip startup into a company now sitting at the center of the AI revolution, and his personal fortune has followed a trajectory that few could have…

Douglas A. McIntyre · 1 month ago

Nvidia Trades At 50% Discount

Bank of America sees Nvidia shares trading at a steep discount to where they should be, but the bold price target rests on assumptions that could unravel fast given the debt piling up across…

Douglas A. McIntyre · 1 month ago

Target’s Stock Down 40% In Five Years

While Walmart and Costco have rewarded investors handsomely over the past five years, Target has done the opposite, and a new CEO now carries the weight of proving the struggling retailer can truly turn…

Douglas A. McIntyre · 1 month ago

Tesla Batters Rivian in Self-Driving Test

A major TV network put Tesla's FSD head-to-head against Rivian's new Autonomy+ system on real roads, and the gap between them revealed something unsettling about where the entire self-driving industry actually stands.

Douglas A. McIntyre · 1 month ago

America’s Best Dividend Stock Has A Good Year

While megatech stocks chase AI billions and swing wildly, one tobacco giant quietly delivers the kind of income and stability that most growth investors dismiss until the market turns ugly.

Douglas A. McIntyre · 1 month ago

Elon Musk Is $142 Billion Short Of A $1 Trillion Net Worth

Elon Musk briefly crossed a threshold no individual had ever reached, then watched hundreds of billions vanish as SpaceX stumbled out of its IPO gate and Tesla bled market value through a brutal stretch.…

Douglas A. McIntyre · 1 month ago

Why Is Rivian Worth As Much As Stellantis? It Isn’t

A struggling EV startup with one brand and massive losses somehow carries a higher market cap than a global automaker selling millions of vehicles across a dozen household names. The math looks broken, but…

Douglas A. McIntyre · 1 month ago

What The CPI Missed Completely

The government's official inflation figure made headlines, but it glosses over two fuel costs that quietly squeeze American households and quietly drive up the price of almost everything else you buy.

Douglas A. McIntyre · 1 month ago

12 Things Not To Do If You Won The $1.04 Billion Lottery

Most lottery winners who end up broke made the same avoidable mistakes in the first few months after winning. Knowing what not to do turns out to matter far more than any financial strategy.

Douglas A. McIntyre · 1 month ago

Tesla’s China Numbers Show It Is On The Road To Comeback

Tesla's stock has cratered 26% this year while rivals circle, but a fresh wave of data from the world's largest car market suggests the company's fortunes may be shifting faster than Wall Street expected.

Douglas A. McIntyre · 1 month ago

Waymo’s Wreck Crashes Its Driverless Car Lead

Waymo dominates the driverless car race by nearly every measure, but a string of high-profile incidents in San Francisco is raising a question that could ground the entire industry before it ever takes off.

Douglas A. McIntyre · 1 month ago

Nvidia Will Be The World’s First $10 Trillion Company

Nvidia already sits at the center of every major AI deal, data center, and startup shaping the future of technology. What happens when the company that supplies the weapons also becomes the banker funding…

Douglas A. McIntyre · 1 month ago

Stronger Burger King Goes After McDonald’s

Wendy's held the No. 2 fast-food burger spot in America for years, but a shift in the rankings is shaking up the entire industry and putting the top chain on notice.

Douglas A. McIntyre · 1 month ago