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We noticed on Tuesday! And called yesterday to watch out for Figma and Adobe at risk. Now the market has noticed too. Anthropic’s Chief Product Officer stepped down from Figma’s board… right before Anthropic introduced its first AI design tool, Claude Design. Figma stock dropping as investors start to price in a new kind of threat. Not just another design tool… but design generated from a prompt. Adobe stock also lower on the news.
Brew Markets52,033 просмотров • 1 месяц назад

Tesla just reported Q1 earnings. The headline numbers looked fine. But the real story is buried underneath. Revenue: ~$22B (+16% YoY). Adjusted EPS beat. Free cash flow positive. But $TSLA is down today. Here's why. Energy generation and storage revenue fell ~12%. Vehicle deliveries came in lighter than expected. Competition is intensifying globally. Especially from Chinese players $BYDDY and $XIACY. And Musk used the earnings call to go all-in on Tesla's future as an AI and robotics company. Which begs the question: has the car thesis lost its va-va-vroom?
Brew Markets40,111 просмотров • 1 месяц назад

Today is Good Friday, and the stock market is closed. But why?
Brew Markets19,983 просмотров • 2 месяцев назад

Former Goldman Sachs CEO Lloyd Blankfein explains why gold may still function as a better safe-haven asset than crypto
Brew Markets15,828 просмотров • 3 месяцев назад

We interviewed Eric Jackson (Eric Jackson), the investor behind Opendoor's 1,000% rally. Watch here:
Brew Markets26,895 просмотров • 9 месяцев назад

Bill Gurley (Bill Gurley) on why IPOs are failing retail investors — and what needs to change. ft. Ann Berry
Brew Markets12,060 просмотров • 3 месяцев назад

Bank earnings have been strong but share price reactions muted. What could move these stocks next? $GS $JPM $MS ft. Ann Berry
Brew Markets14,569 просмотров • 10 месяцев назад

Tesla's profits are down but the stock's up. What’s going on? $TSLA ft. Ann Berry
Brew Markets16,771 просмотров • 1 год назад

Ferrero, famous for its chocolate brands, is buying the company behind Frosted Flakes ($KLG) for $3.1B Here’s why: ft. Ann Berry
Brew Markets13,279 просмотров • 11 месяцев назад