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Tech Strategy

Google Gains Speed in the AI Race — But Leaked Internal Email Says It Has No Moat

Following its I/O event, Google's AI strategy faces questions after a leaked memo suggests the company lacks a sustainable advantage against rivals.

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Device Innovation

Can Folding Phones Rescue Declining Smartphone Sales?

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Fiscal Standoff

The US Is About To Hit Its Debt Ceiling, and Markets Couldn’t Care Less

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Medical Consolidation

Save Lives, Cross Sell: Healthcare Giants Buy Primary Care Practices For Increased Share in the “Big Pot of Money”

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Enterprise Software

Palantir Surges on Second Consecutive Quarter of Profitability and “Unprecedented” Demand on Its AI Platform

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Content Rights

Music Companies Wage a War on AI-Generated Music

Platform Efficiency

Three Global E-Commerce Giants Rip Higher as Cost-Cutting Efforts Pay Off

Global e-commerce firms Sea, MercadoLibre, and Shopify see shares rise as cost-cutting efforts drive profitability and operational improvements.

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Market Sentiment

Playoff-Mode Buffett Shares His Thoughts on All Things Investing at Berkshire’s Annual Meeting

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Market Divergence

Two Trends: Ferrari Revs Up, Oil Barrels Down

Financial Contagion

Billionaire Hedge Fund Manager Says More Regional Bank Pain is Coming

Bill Ackman warns that the regional banking sector faces further contagion risks as market confidence continues to erode across smaller financial institutions.

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Market Stress

Regional Bank Collapses: Financial History is Being Made, Just Not The Good Kind

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Monetary Outlook

What Happens to the Stock Market After the Fed Stops Raising Interest Rates?

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Pharma Pipeline

Eli Lilly Could Be Seeing Two Blockbuster Drug Launches in 2023

Market Disruption

Education Company Chegg’s Stock Cut in Half Over ChatGPT Use

Chegg shares dropped 50% as the firm warned that ChatGPT is disrupting its student services and academic growth.

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Labor Disruption

IBM Wants to Replace 30% of Non-Customer- Facing Workers with AI

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Industry Disruption

Media Companies Hung Out to Dry: Vice Next In Line to Go Bankrupt

Structural Growth

What Recession? America is Going Through a Massive Construction Boom

Despite recession warnings, manufacturing and residential demand are fueling a major US construction boom and labor shortage.

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Market Liquidation

Another Bank Failure: RIP First Republic (1985-2023)

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Property Trends

The Ultra Wealthy Bought the 2022 Real Estate Dip; Here Are 3 Investments For the Passive Investor

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Silicon Outlook

AI Will Demand Much More Memory Chips, And Chipmakers Are Banking on It for Growth

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