Meta CEO Mark Zuckerberg speaks as he presents the new Meta Ray-Ban Display at the 2025 Meta Connect conference in Menlo Park, California, on Sept. 17, 2025. Benjamin Legendre | AFP | Getty Images Meta‘s efforts to expand its core business from online advertising involves pitching companies AI-powered chat tools that they can use on…
A sign is posted in front of Workday headquarters on Feb. 6, 2025 in Pleasanton, California. Justin Sullivan | Getty Images Company: Workday (WDAY) Business: Workday is a provider of an artificial intelligence platform to help organizations manage their people, money and agents. The company provides over 11,000 organizations with cloud solutions powered by AI…
The conundrum of President Donald Trump is one I try to stay away from. Not because I don’t want to go there, but because it hasn’t been all that lucrative to do so. Because of the president’s sheer, endless presence in the media, and his love of CEOS — to hang with or to dominate…
The conundrum of the stock market going down ahead of Jackson Hole confounded me. With a market that had been headed down every day, except for deep cyclicals and housing-related stocks, the setup seemed extreme. By the end of the week, the bet was one way: Federal Reserve Chairman Jerome Powell , perhaps because he…
Jaque Silva | Nurphoto | Getty Images This earnings season, a number of companies are demonstrating their resilience by delivering solid performance despite macro challenges and tariff uncertainties. With their in-depth analysis, top Wall Street analysts can help investors pick stocks that can navigate short-term pressures with solid execution and focus on delivering attractive returns….
When the tyranny of the “Magnificent Seven” ended, I always figured the money would go to the rest of tech. I also didn’t think that there would be anything left of the Mag 7 to invest in. They would all be obliterated as part of a source-of-funds move. Club name Nvidia would be grounded by…
