Jeremy Grantham urges investors to exit U.S. equities before a potential major market downturn, citing AI risks and economic vulnerabilities.
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AI & Tooling
39 posts
Google Just Lost Two Global AI Icons—But the Real Shocking News Is the Math Behind Its Stock Price
Google faces the departure of two prominent AI icons, with the real story centered on the math behind its stock valuation and the broader implications for AI development.
Grupo Aeroportuario del Centro Norte: A World Cup Host, And Broader Bullish Outlook
Grupo Aeroportuario del Centro Norte benefits from Mexico hosting the World Cup, boosting its growth prospects amid a broader bullish outlook for its airports.
TWO Patriotic 5-Gallon Buckets w/ Lids Just $5.76 at Sam’s Club
Get a 2-pack of patriotic 5-gallon buckets with lids at Sam’s Club for just $5.76 through July 5, a significant discount from the regular price.
Applied Materials: Not Cheap Enough To Buy, Too Strong To Sell
Applied Materials remains too expensive to buy and too strong to sell, leaving investors in a holding pattern amid uncertain valuation and market conditions.
Oracle Q4: 20x FY2027 Adjusted P/E Discounts Credit Risk And Capex Uncertainty
Oracle’s Q4 results show a 20x FY2027 adjusted P/E ratio, reflecting credit risks and capex uncertainties. The development raises questions about future valuation and financial stability.
Stanford grads walk out on Google CEO Sundar Pichai speech
Stanford graduates staged a walkout during Google CEO Sundar Pichai’s commencement speech, marking a rare protest at a high-profile university event.
Adobe: The $23 Billion Buyback That Bought The Top
Adobe executed a $23 billion share buyback, coinciding with its stock hitting an all-time high, raising questions about market timing and corporate strategy.
Adobe Stock Slides Despite Record Results. CFO Heads for Chip Company.
Adobe’s stock falls despite record quarterly results, and its CFO is leaving to join a chip company, raising questions about future outlook.
Oracle beats on earnings and revenue, adds $20 billion to planned capital raise
Oracle reports better-than-expected Q4 earnings and revenue, announces $20 billion share sale amid AI expansion plans, causing stock to drop 10% after hours.