I'm a 36yo novice investor (just paddling around with VOO/VXUS for the time being), and I'm very confused by the apparent relationship between the stock market and the bond market which everybody else seems to understand. What is it about …
The FT recently rolled a few articles on Revolut and the fintech sector in general. Revolut's IPO is scheduled at some point in 2028 (i don't know the exact date) and it makes sense to me that they would try …
I think I know the answer to this, but I want to see what others say. I own a lot of META stock. It comprises about 70% of my net worth. So far it has worked out really well, as …
We have seen the story of Nike unfold from being the biggest sports brand to now the biggest fumble in the fashion industry. The situation with Netflix seems to be following, initially they were revolutionary moving from cable to online …
Barry Diller's company pulled its bid for MGM on Sept 23. It had offered $48.30 a share in cash. The stock fell about 11% the next day. It is now near $34. Most stories stopped there. Two things in the …
Oracle's New Mexico data center lease has "hell-or-high-water" terms, so it can't be terminated and $ORCL must pay rent whether or not the site has power. Project Jupiter, the 1,400-acre project, is designed to build infrastructure for OpenAI. However, it …
This is the daily discussion, so anything stocks related is fine, but the theme for today is on fundamentals, but if fundamentals aren't your thing then just ignore the theme. Some helpful day to day links, including news: * [Finviz](https://finviz.com/quote.ashx?t=spy) …
https://www.reddit.com/r/vibecoding/comments/1wpaies/my_vibecoded_photoshop_just_crossed_20k_users/ TL;DR: Some dude ("engineer with 10 yrs of experience, founded 2 companies as CTO, fhey were acquired, and now I do such things for fun") made a Photoshop clone and is sharing it for free. According to his comments, …
Got to hand it to Zuck, he knows how to pump a stock. Everybody experienced the Google antitrust pump last year, and Meta is now going through the same thing. Just a month ago somebody here wrote [Meta is the …
Anthropic to leverage Akamai Cloud's distributed infrastructure and software to support CPU workload growth at scale. The transaction provides for the potential expansion of the relationship by up to an additional $9 billion, which represents a total potential commitment of …