Oracle Wants to be the “Netflix of AI”
Oracle is targeting AI startups with cheaper, faster cloud infrastructure as an alternative to big-tech rivals like Microsoft and Alphabet.
US Railway Industry Catches Fire; Investigations and Lawsuits Incoming
Norfolk Southern faces lawsuits and public outcry as the Ohio derailment exposes broader safety and profitability issues within the US rail industry.
Interesting plays: What did hedge funds buy in the last quarter of 2022?
We break down portfolio moves from top-performing hedge funds, highlighting key buys and sells from Q4 2022.
Prediction: If 2022 Was the “Crypto Bowl,” 2024 Will Become the “AI Bowl”
We analyze if the historical pattern of high-profile Super Bowl ads signaling bubble peaks will repeat with the current surge in AI-focused marketing.
Google’s AI chatbot underwhelms on launch with factual errors
Alphabet shares fell 8% after a factual error in a Google Bard demo underscored the high stakes in the tech rivalry against Microsoft.
Three chief investment officers share their biggest fears
Top investment officers discuss long-term market risks, including structural inflation, labor shortages, and energy transition challenges.
Hedge funds buy up water rights to profit off droughts
Hedge funds are acquiring Western farmland to secure water rights as drought conditions intensify, signaling a growing institutional play on water scarcity.
The subprime auto market is deteriorating. Should investors panic?
Auto loan delinquencies are rising for subprime borrowers, but systemic risks remain lower than in 2008. Should investors worry about a broader market bubble?
Should you be worried about the Department of Justice suing Google?
The DOJ has sued Google over its advertising business. We break down the implications and potential outcomes for investors.
Meta’s partnership with NBA: Next killer VR application, live sports
Meta is broadcasting 52 live NBA games in VR to boost Quest adoption as the company looks for a killer application to revive flagging engagement.
2023: A comeback year for biotech?
Biotech firms face a cash crunch and regulatory headwinds, but potential interest rate shifts and M&A activity could spark a turnaround for the sector.
