DeepSeek’s AI Innovation: What It Means For Investors And Big Tech
DeepSeek’s AI breakthrough challenges Big Tech with a cheaper, efficient model. This may be bad for the incumbents, but good ...
All Three of RTX's Formidable Franchises Stand to Gain From Long-Term Demand and Improving Margins
Each of RTX's three segments—Collins Aerospace, Pratt & Whitney, and Raytheon—deserves its own wide moat.
Marcus Corporation: A Niche Player Navigating A Competitive Market
MCS operates as a smaller player in the cinema industry, focused mainly in the Midwest, while rivals AMC and Cinemark ...
Three Weeks Later, Still Trying to Make Sense of It All
Ryan Mac, who covers the tech industry and lives in Los Angeles, writes about suddenly becoming a fire reporter.
T-Mobile Earnings Send Stock to the Top of the S&P 500
T-Mobile stock is notably higher Wednesday after the wireless provider's earnings beat and strong full-year outlook. Here's ...
DeepSeek Undercuts Belief That Chip-Hungry U.S. Players Will Win AI Race
More AI competition will make it hard for Big Tech to generate the oligopoly-like profit margins that investors hope for.
RealClearMarkets9h
A Case For and Against Nippon's U.S. Steel Acquisition
President Joe Biden announced he was suspending the purchase of U.S. Steel by Japan’s Nippon Steel, citing the sale as a ...
PCA Continues to Drive Impressive Volume Growth Despite Challenging Market Conditions
We think PCA has a sound capital structure. Its consistent free cash flow generation should easily support its debt-service requirements and future capital-allocation decisions. Leverage increased ...
The Premier League’s financial rules are working – just not in the way you might think
One of the unexpected effects of PSR is that there has been a change to the transfers ecosystem. Plenty of English clubs are ...
New York Magazine1d
7 Ways to Think About the DeepSeek AI Freak-out
The Chinese AI firm’s new model is rattling the tech industry and the stock market. Here’s some of the smart commentary on ...
Investing20h
Rémy Cointreau shares drop on third profit warning in four months
Shares of Rémy Cointreau (EPA: RCOP) dropped by more than 5% on Wednesday, as the company issued its third warning in just ...
Crikey2d
For lazy Australian media companies, why is the answer always more concentration?
The chair of radio network ARN wants to buy Nine Entertainment's radio stations — a move that would further weaken ...