News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
While NVIDIA dominates AI headlines, one software giant is quietly building what may be the most defensible enterprise AI position in the market, and the valuation tells a very different story than the narrative suggests.
There’s even a model in stainless steel.
AMZN's accelerating AWS growth, AI monetization and diversified revenues make it the stronger buy over BABA despite a higher valuation.
The Tesla and SpaceX CEO is reigniting his feud with Delta Air Lines after the company chose Amazon’s competing network.
Zoox is putting its fully autonomous vehicles on San Francisco streets.
Natera's growth, expanding role in cancer care, and growing diagnostic data platform help explain why Druckenmiller has made it a major portfolio holding, despite valuation and regulatory risks.
Many large retailers posted good-to-very-good same-store sales last quarter. Even Target (NYSE: TGT), which is usually weak, had same-store sales up 3.6%. Walmart’s (NYSE: WMT) figures were well below that trend. US comparable store sales rose 2.6%, the slowest in six years. (Notably, e-commerce was up 24%.) Given its e-commerce success and the industry-wide shift ... Walmart Has Too Many Stores
Nvidia (NVDA) is just days away from releasing second quarter earnings results this Wednesday, August 26, as Wall Street expects quarterly revenue of $92 billion. The Morning Brief's Jake Conley sits down with Barron's senior markets analysis writer Paul La Monica and Infrastructure Capital Advisors CEO Jay Hatfield to discuss why excellent earnings may still not be enough to impress investors in this stage of the AI cycle.
TD Cowen just broke from Wall Street consensus with a striking AWS revenue call that puts its forecast far above what most analysts are willing to model, and the reasoning behind that gap reveals how much AI-driven cloud growth the broader market may still be missing.
Capital expenditures of $220 billion sound bad until you see what they're enabling.
Amazon's Zoox Expands Robotaxi War With Waymo in San Francisco
Nvidia Eyes $30 Billion Perplexity Deal: AI Giant Makes Another Big Bet
The stock looks like a great value on the surface, but the company needs to do more to fully convince investors.
Loomis Sayles, an investment management company, released its “Global Growth Fund” investor letter for Q2 2026. You can download a copy of the letter here. The fund returned 6.43%, underperforming the MSCI ACWI Index’s 14.93% return. The fund employs a long-term private equity investment strategy, focusing on high-quality businesses with sustainable competitive advantages, investing at […]
Three of the country's most valuable companies should be worth even more in four years.
Peter Thiel's firm just filed a strikingly focused $418 million portfolio that ignores chips entirely and bets everything on a single constraint choking the AI boom before it can fully ignite.
Anthropic is rumored to be filing its S-1 by the end of this month.