(ADBE), (KO) “You may feel a slight twinge,” my orthopedic surgeon told me before hammering a horse-sized needle into my hip bone 55 times to extract stem cells for my knees. I’m bringing this up because buying Adobe (ADBE) at $255 – down from $699 – feels roughly the same. Painful in the moment, potentially […]
(CSCO), (ADBE), (MSFT), (CRM), (ANET), (CIEN) Cisco (CSCO) finally broke through its March 2000 dot-com bubble peak of $82 last quarter, a mere 26 years later. I’ve owned the stock since 2006, which means I’ve spent two decades watching it trade sideways while the rest of tech tripled. The AI infrastructure narrative was supposed to […]
(MSFT), (NVDA) What kind of market punishes a company for spending money to deliver services that customers have already contracted to buy? Apparently, this one. Microsoft’s (MSFT) down 25% since October because its quarterly capex came in at $37.5 billion instead of the expected $34.3 billion. That $3 billion “miss” triggered a quarter-trillion-dollar market cap […]
In the second week of February 2026, a specific phrase has begun to haunt the trading floors of New York and London: the “Whateverpocalypse.” This isn’t just another buzzword; it represents a fundamental repricing of any business model that relies on human-led, manual, or even standard software-as-a-service (SaaS) workflows. While the first wave of AI […]
(GOOG) I woke up this morning, grabbed my phone, and before the caffeine even hit my bloodstream, I had checked the weather, found a lunch spot, watched a video from a buddy, and mapped my drive to the office. I didn’t choose to use any of these services. Alphabet (GOOG) just showed up and did […]
(AMZN), (MSFT), (GOOGL) Every few years, Amazon (AMZN) manages to scare investors by doing exactly what made it great in the first place: spending aggressively, talking honestly, and refusing to manage the business for next quarter’s applause. The latest selloff after earnings fits the pattern perfectly. Amazon told the market it plans to invest roughly […]
The financial markets are often characterized by “rotations”—periods where capital flows out of one favored sector and into another. However, the events of early February 2026 felt less like a rotation and more like a fundamental repricing of risk. After a bruising Tuesday that saw the S&P 500 software and services index plummet nearly 4%, […]
In a move that signals a major shift from “chatbots that talk” to “agents that act,” the technology firm Jelou has announced a successful $10 million Series A funding round. The capital injection is earmarked for the aggressive expansion of Brain, an AI-driven platform designed to transform WhatsApp into a fully functional financial operating system. […]
(INTC), (AMD), (AAPL), (NVDA), (TSM), (QCOM) Wall Street is suddenly in love with Intel (INTC) again. The stock’s up, the demand narrative is back, and Pat Gelsinger is everywhere from Capitol Hill to CES. But squint at the balance sheet and you’ll see something else: shrinking margins, rising capex, and a business model that’s acting […]
(RNG), (ZM), (MSFT), (GOOGL) Say what you want about RingCentral (RNG) but it just won’t die. The company’s been left for dead more times than I can count, but it keeps generating cash, rolling out new features, and, inconveniently for the bears, growing revenue. It’s not sexy. It’s not flashy. But if you’re looking for […]
