/ Market Analysis


Are Netflix’s Lofty Ambitions Grounded in Reality?
/ Market Analysis

Are Netflix’s Lofty Ambitions Grounded in Reality?

Big Tech taught us that governing structures like centralization and the network effect. Netflix certainly fits the bill.

April 21, 2025
Salesforce’s Stock Gets a Downgrade Amid Concerns Over Misdirected AI Focus

Salesforce’s Stock Gets a Downgrade Amid Concerns Over Misdirected AI Focus

Salesforce's strategic focus on AI has led to a downgrade by DA Davidson, citing concerns over the impact on its core business.

April 21, 2025
Barclays Cuts Tesla’s PT by 15%, Doubts Firm’s Ability to Meet Growth Targets

Barclays Cuts Tesla’s PT by 15%, Doubts Firm’s Ability to Meet Growth Targets

Barclays has cut Tesla's price target due to concerns over fundamentals and CEO Elon Musk's political ties.

April 21, 2025
Nvidia Preps for Another Potential Sales Ban in China, Stock Dips

Nvidia Preps for Another Potential Sales Ban in China, Stock Dips

NVIDIA anticipates a potential sales ban on its GeForce RTX 5090D card in China due to trade tensions and AI export controls.

April 21, 2025
US AI Equities Amid Global Trade Tensions: A Forward Look

US AI Equities Amid Global Trade Tensions: A Forward Look

Only this framework makes sense of the heavy AI investment push.

April 18, 2025

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