The Full Ledger

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Page 409

Memory Price Tsunami Swamps Apple as Tim Cook Hikes Prices 20%

The artificial intelligence boom is creating winners and losers in places many investors never expected. While most attention remains fixed on GPUs from Nvidia (NASDAQ:NVDA | NVDA Price Prediction), memory chips have quietly become…

Rich Duprey · 2 months ago

Ford Recalls Continue to Cripple Brand

Ford (NYSE: F | F Price Prediction) recalls this year have topped 1.2 million vehicles. While its poor 2006 track record is not nearly as bad as last year’s, the company’s quality promise has…

Douglas A. McIntyre · 2 months ago

Dividend Safety Check: MORT and Mortgage REIT Income

MORT's 12% yield looks irresistible until you examine what the Treasury curve is quietly doing to the mortgage REITs that fund every quarterly check. The answer should change how you size this position.

John Seetoo · 2 months ago

Microsoft’s Stock Is Crippled

AI was supposed to be a tide that lifted all ships within the sector. Microsoft (NASDAQ: MSFT | MSFT Price Prediction) is the leading exception. So far this year, the stock is down 24%.…

Douglas A. McIntyre · 2 months ago