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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.

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.

52,033 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?

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?

40,111 просмотров • 1 месяц назад

"There's more data centers under construction today than active data centers." Stocks in AI & Data Infrastructure ETFs $IVEP and $IVES are performing -- $GEV $SMERY $BE $VRT. Dan Ives says we're just in the 3rd inning. Here's why he's bullish.

"There's more data centers under construction today than active data centers." Stocks in AI & Data Infrastructure ETFs $IVEP and $IVES are performing -- $GEV $SMERY $BE $VRT. Dan Ives says we're just in the 3rd inning. Here's why he's bullish.

15,905 просмотров • 1 месяц назад

Today is Good Friday, and the stock market is closed. But why?

Today is Good Friday, and the stock market is closed. But why?

19,983 просмотров • 2 месяцев назад

Healthcare keeps selling personalization, but insurance remains mostly employer selected. If coverage shifts toward individual choice, what could that mean for how Americans pick their health plans? (ft. Scott Blackley, Oscar Health CFO)

Healthcare keeps selling personalization, but insurance remains mostly employer selected. If coverage shifts toward individual choice, what could that mean for how Americans pick their health plans? (ft. Scott Blackley, Oscar Health CFO)

17,833 просмотров • 3 месяцев назад

Former Goldman Sachs CEO Lloyd Blankfein explains why gold may still function as a better safe-haven asset than crypto

Former Goldman Sachs CEO Lloyd Blankfein explains why gold may still function as a better safe-haven asset than crypto

15,828 просмотров • 3 месяцев назад

We interviewed Eric Jackson (Eric Jackson), the investor behind Opendoor's 1,000% rally. Watch here:

We interviewed Eric Jackson (Eric Jackson), the investor behind Opendoor's 1,000% rally. Watch here:

26,895 просмотров • 9 месяцев назад

Bill Gurley (Bill Gurley) on why IPOs are failing retail investors — and what needs to change. ft. Ann Berry

Bill Gurley (Bill Gurley) on why IPOs are failing retail investors — and what needs to change. ft. Ann Berry

12,060 просмотров • 3 месяцев назад

Netflix just announced a 10-for-1 stock split, but here’s why investors get excited even when nothing actually changes ft. Ann Berry $NFLX

Netflix just announced a 10-for-1 stock split, but here’s why investors get excited even when nothing actually changes ft. Ann Berry $NFLX

18,231 просмотров • 7 месяцев назад

Ever wonder how companies lock in their stock tickers? Well so did we and we asked Nasdaq directly to find out more... Turns out there’s a whole system behind names like $META, $FUN, and $PZZA ft. Ann Berry

Ever wonder how companies lock in their stock tickers? Well so did we and we asked Nasdaq directly to find out more... Turns out there’s a whole system behind names like $META, $FUN, and $PZZA ft. Ann Berry

17,192 просмотров • 6 месяцев назад

Wikipedia Founder Jimmy Wales with his views on the real risk of present day AI and why Wikipedians won't fall for it. ft. Ann Berry

Wikipedia Founder Jimmy Wales with his views on the real risk of present day AI and why Wikipedians won't fall for it. ft. Ann Berry

14,053 просмотров • 6 месяцев назад

Despite competition from YouTube and other streamers, Netflix just posted strong earnings. So why's its share price down? $NFLX ft. Ann Berry

Despite competition from YouTube and other streamers, Netflix just posted strong earnings. So why's its share price down? $NFLX ft. Ann Berry

15,162 просмотров • 10 месяцев назад

Bank earnings have been strong but share price reactions muted. What could move these stocks next? $GS $JPM $MS ft. Ann Berry

Bank earnings have been strong but share price reactions muted. What could move these stocks next? $GS $JPM $MS ft. Ann Berry

14,569 просмотров • 10 месяцев назад

Tesla's profits are down but the stock's up. What’s going on? $TSLA ft. Ann Berry

Tesla's profits are down but the stock's up. What’s going on? $TSLA ft. Ann Berry

16,771 просмотров • 1 год назад

The hedge fund made famous in “The Big Short” for predicting the 2008 housing crash has doubled down on Estee Lauder shares. Why? $EL ft. Ann Berry

The hedge fund made famous in “The Big Short” for predicting the 2008 housing crash has doubled down on Estee Lauder shares. Why? $EL ft. Ann Berry

15,774 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

Ferrero, famous for its chocolate brands, is buying the company behind Frosted Flakes ($KLG) for $3.1B Here’s why: ft. Ann Berry

13,279 просмотров • 11 месяцев назад