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Nvidia invested $1bn in AI deals in 2024
Nvidia invested $1bn in artificial intelligence companies in 2024, as it emerged as a crucial backer of start-ups trying to…
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Amdocs Limited: Bolt-On Deal, Little Appeal (NASDAQ:DOX)
Shares of Amdocs Limited (NASDAQ:DOX) recently surfaced on my radar after the company announced a…
Ken Jacobs expected to stand down as CEO of Lazard
Ken Jacobs, the longstanding chief executive of Lazard, is expected to leave his post at…
NCR: A New Twist To A Never Ending Transformation (NYSE:NCR)
NCR: Investment Thesis Sorry to those who are enthusiastic about NCR stock as an investment…
Walt Disney scraps plan to move thousands of workers to new Florida campus
Walt Disney has abandoned plans to relocate thousands of California-based employees to a new campus…
Liberty TripAdvisor: Beware The Ides Of March 2025 (LTRPA)
Executive Thesis I recently covered TripAdvisor (TRIP) and estimated it was trading at a slight…
Pentagon overestimated value of weapons for Ukraine by $3bn
The Pentagon overestimated the value of weapons sent to Ukraine by $3bn in an accounting…
Pfizer: Ridiculous Selloff To A 2-Year Low (NYSE:PFE)
Pfizer Inc. (NYSE:PFE) investors continued their mad scramble out of the leading big pharma company…
US property investor Sam Zell dies aged 81
Sam Zell, a legendary investor in distressed property who later took a tumultuous turn in…
BITQ: A Bullish Pattern In A Very Volatile ETF
After reaching a low in November 2022, Bitcoin (BTC-USD) recovered, reaching its latest high at…
Supreme Court sides with tech giants over legal shield for content
The US Supreme Court on Thursday declined to overhaul legal protections for internet publishers in…
Haemonetics Corporation: Premium Blood Play (NYSE:HAE)
In February 2021, I called Haemonetics Corporation (NYSE:HAE) a pure play on hematology, aiming to…
Carl Icahn admits he got bearish bet that cost $9bn wrong
Carl Icahn has admitted he was wrong to make a huge bet that the market…
Datadog Stock: Potentially Strong Buy, Just Not At The Current Price (NASDAQ:DDOG)
Investment thesis Datadog (NASDAQ:DDOG) is a relatively young company, demonstrating a stellar revenue growth rate…
Fed’s Bullard suggests higher rates as ‘insurance’ against inflation
A top Federal Reserve official has reaffirmed his support for lifting interest rates further as…
SNDL: Shareholders Should Exit During The Next Major Sector Rally (NASDAQ:SNDL)
Thesis With rescheduling on the horizon, and most cannabis stocks currently trading in the gutter,…