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The AI Bill Is Now Being Paid on Credit, and Long Money Costs What It Did Before the Financial Crisis
July ended on Friday with a picture that contains no contradiction at first glance and almost nothing but contradiction at...
Amazon Raised the AI Bill by Twenty Billion Dollars and Gets Nothing Extra for It
Some sentences on earnings calls are not planned as news and turn out to be the most important thing said...
Microsoft Up Nine Percent, Meta Down Nine Percent — Same Evening, Same Bill
On Wednesday evening, minutes after the closing bell in New York, two of the most valuable companies on earth reported...
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15 INVESTORSWhat the world's best investors are buying & selling right now.
Apple trimmed to 22.6% — AXP now #2 at 20.5%, cash ~$300B
80% in AI puts (PLTR & NVDA) — plus contrarian Pfizer calls
New positions in financials (XLF) and equal-weight S&P (RSP) — trimmed biotech
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Start AI Portfolio Analysis →- The Trillion-Dollar Bid Changed Hands: Why the World’s Largest Companies Stopped Buying Their Own Stock
In the first quarter of 2026, Alphabet did not repurchase a single share of its own stock for the first…
- The TAM Trap: The Obesity Drug Market Grew Exactly as Promised — and Novo Nordisk Still Lost Three Quarters of Its Value
In the summer of 2024, Novo Nordisk was the most valuable company in Europe. Two years later, roughly a quarter…
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