All Work

Douglas A. McIntyre

Alphabet Could Pass Nvidia As World’s Most Valuable Company

NVIDIA (NASDAQ: NVDA | NVDA Price Prediction) could lose its crown as the world’s most valuable company. Alphabet’s (NASDAQ: GOOG) market cap sits at over $4.8 trillion. NVIDIA’s is $5.2 trillion trillion. However, Nvidia’s…

Douglas A. McIntyre · 4 months ago

AI Job Destruction Accelerates

Earnings calls have become increasingly outlets for CEOs to say they need fewer people because of AI. Or, they may need fewer people, but are not sure. Or, their AI will make the people…

Douglas A. McIntyre · 4 months ago

Amazon Starts To Run Low On Cash

The question is not whether Amazon (NASDAQ: AMZN | AMZN Price Prediction) will run low on cash. The question is how low. Some of the other mega-cap tech companies have similar problems, but only…

Douglas A. McIntyre · 4 months ago

Investors Should Dump Snap Stock As Fast As They Can

Snap (NASDAQ: SNAP | SNAP Price Prediction), owner of Snapchat, just posted another trainwreck of a quarter. The stock is down almost 35% this year, 29% over the last year, and 89% over the…

Douglas A. McIntyre · 4 months ago

April Job Cuts Surge 38% On AI Downsizing

According to the job research firm Challenger, Gray & Christmas, job cuts rose 38% in April compared to March. Much of this was blamed on AI-driven layoffs. The April number reached 83,387. The number…

Douglas A. McIntyre · 4 months ago

Ford Exits EVs As Toyota Move In

Ford (NYSE: F) left the EV business for dead earlier this year. It does appear it will enter again, on a small scale, next year. At the same time, Toyota (NYSE: TM), which sells…

Douglas A. McIntyre · 4 months ago

Lucid Shares Ruined By New CEO

Lucid (NASDAQ: LCID | LCID Price Prediction) has had enough trouble selling vehicles and explaining billion-dollar losses. Its new CEO made Wall St.’s perception of Lucid’s prospects even worse. He said he needs to…

Douglas A. McIntyre · 4 months ago

Apple Hammers The Competition

The gold standard of smartphone industry research is CounterPoint. It recently released its report on global first-quarter sales. One point is that the top 10 brands accounted for 25% of the market. The real…

Douglas A. McIntyre · 4 months ago

Ford’s New EV Plan Already Doomed

The Wall Street Journal asked Hyundai Motor CEO José Muñoz if American car companies can make EVs to compete with Chinese ones. “It is impossible, unless they are subsidized by the government,” he said.…

Douglas A. McIntyre · 4 months ago

Don’t Fly To Buffalo Or LA

JetBlue (NASDAQ: JBLU) has a section of its website that reads, “If you are traveling to or from one of these areas, you may choose to rebook your flight into a nearby airport.” The…

Douglas A. McIntyre · 4 months ago

Inflation Could Soar To 10%

It is instructive to look back at the CPI from June 2022. Inflation hit 9.1% year over year. That was the highest increase since November 1981. According to the BLS release, “The increase was…

Douglas A. McIntyre · 4 months ago

Apple Proves AI Doesn’t Matter

Apple (NASDAQ: AAPL | AAPL Price Prediction) noted three things when it announced earnings and on its earnings call. iPhone sales have taken off like a rocket. Its financial forecasts showed ongoing strength, which…

Douglas A. McIntyre · 4 months ago

AI Data Center Spending Rushes Toward $800 Billion

As Microsoft (NASDAQ: MSFT | MSFT Price Prediction), Meta, Alphabet, and Amazon (NASDAQ: AMZN) announced earnings, they reiterated the amounts they would spend on AI data centers, and some said they were committed to…

Douglas A. McIntyre · 4 months ago

In A Victory, Gemini Put In Four Million GM Cars

In an industry where distribution is a key measure, GM (NYSE: GM | GM Price Prediction) says it will put Google’s Gemini in 4 million cars. Unlike other voice-controlled systems, Gemini will integrate sophisticated…

Douglas A. McIntyre · 4 months ago

Amazon Pulls The Mag 7 Higher

Amazon (NASDAQ: AMZN | AMZN Price Prediction) is up over 13% this year, which is the best advance of any of the Mag 7. It would seem the company is not at the forefront…

Douglas A. McIntyre · 4 months ago

The Genius Of McDonald’s

Aside from its performance as the largest fast-food company in America, McDonald’s (NYSE: MCD) has a genius for marketing and managing its menu. Among its packaging options is its under-$3 menu, aimed, at least…

Douglas A. McIntyre · 4 months ago

Rivian CEO Makes $403 Million

Rivian (NASDAQ: RIVN | RIVN Price Prediction) CEO RJ Scaringe made $403 million last year. Given the EV company’s financial results and the fact that the stock is down to the point it has…

Douglas A. McIntyre · 4 months ago

Cars So Hot, They Are Flying Off The Lot

“Days to turn.” “Days on lot.” “Market Day Supply”. Each shows how long it takes to sell a car, measured in days, from the time it is delivered to the dealer. CarEdge defines it.…

Douglas A. McIntyre · 4 months ago

Musk’s Net Worth Races Toward $1 Trillion

Elon Musk’s net worth has jumped $26 billion this year to $645 billion. And this is before it is clear what SpaceX’s value will be when it goes public. It has been put at…

Douglas A. McIntyre · 4 months ago