/ 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, 2025Salesforce’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, 2025Barclays 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, 2025Nvidia 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, 2025US AI Equities Amid Global Trade Tensions: A Forward Look
Only this framework makes sense of the heavy AI investment push.
April 18, 2025