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The Strait Doesn’t Matter Anymore

The Strait Doesn’t Matter Anymore

The Islamabad talks collapsed. The Navy is blockading Iranian ports. Oil is above $100. And the market is flat.

Andy Swan
The New SpaceX Play?

The New SpaceX Play?

SpaceX is 10% of the fund. Here is what the other 90% looks like.

Andy Swan
NCLHNCLH
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The Cruise Stock That Just Got Unbottled

The Cruise Stock That Just Got Unbottled

For five weeks, oil kept a lid on this stock. Not the business. The stock.

Andy Swan
LikeFolio Weekly Roundup: Tesla Owners Just Got a 30% Break

LikeFolio Weekly Roundup: Tesla Owners Just Got a 30% Break

Plus: Amazon puts Alexa+ on tablets, and Google gives AI its own inbox...

LikeFolio Weekly Roundup: Tesla’s Big October Starts Now

LikeFolio Weekly Roundup: Tesla’s Big October Starts Now

Plus: A 20-year nuclear deal shows just how big Amazon thinks AI can get. Also, don't miss a case study in how to resist catching a falling knife (NKE)

Megan Brantley
LikeFolio Weekly Roundup

LikeFolio Weekly Roundup

Plus: Amazon and Shopify split on AI shopping, while Google goes straight to nuclear power; and a bonus dive on the battle for Football...

Megan Brantley
LikeFolio Weekly Roundup: The Latest AI Scare Meets an $8 Billion Reality

LikeFolio Weekly Roundup: The Latest AI Scare Meets an $8 Billion Reality

Plus: Tesla’s wildest car yet takes the stage Oct. 1...

Megan Brantley
Apple's Foldable iPhone Ignites Biggest Keynote Buzz in Five Years

Apple's Foldable iPhone Ignites Biggest Keynote Buzz in Five Years

Here's our breakdown of top models, pricing reaction, and whether consumers indicate they will pony up and purchase...

Megan Brantley
LikeFolio Weekly Roundup: Robinhood’s Blockchain Is Moving $1.6 Billion a Day

LikeFolio Weekly Roundup: Robinhood’s Blockchain Is Moving $1.6 Billion a Day

Plus: Tesla’s Cybercab hits the road with real riders – and Bitcoin just flashed a signal Andy’s been waiting years to see...

Megan Brantley
LikeFolio Weekly Roundup: Tesla’s $5K Cybertruck Bet

LikeFolio Weekly Roundup: Tesla’s $5K Cybertruck Bet

Plus: Google’s $692 billion selloff and Amazon’s 2 million-GPU expansion...

Megan Brantley
Washington Just Gave Bitcoin Its Best Week of the Year

Washington Just Gave Bitcoin Its Best Week of the Year

Here's what to watch next...

Megan Brantley
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LikeFolio Weekly Roundup: Tesla + Google’s $34 Trillion Prize

LikeFolio Weekly Roundup: Tesla + Google’s $34 Trillion Prize

Plus: Amazon already has 1 million robots working behind the scenes...

Megan Brantley
LikeFolio Weekly Roundup: Costco's Digital Aisle Is Pulling Ahead

LikeFolio Weekly Roundup: Costco's Digital Aisle Is Pulling Ahead

Plus: Tesla's chip factory and a bigger robotaxi map, Alphabet's new chief scientist, and Amazon's follow-through.

Megan Brantley
TSLATSLA
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LikeFolio Weekly Roundup: What Robinhood and Amazon Just Told Us

LikeFolio Weekly Roundup: What Robinhood and Amazon Just Told Us

Plus: Our latest read on Tesla's AI future and Google's massive infrastructure buildout...

Megan Brantley
LikeFolio Weekly Roundup: A Peptide Win for Hims

LikeFolio Weekly Roundup: A Peptide Win for Hims

Plus: our read on Tesla and Alphabet after a rough earnings week, and the early data on Amazon before next Thursday's report.

Megan Brantley
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