
The Internet Is Changing Fast
Lost in the commotion of earnings season, Cloudflare co-founder and CEO Matthew Prince made an extraordinary claim about how internet traffi...
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Lost in the commotion of earnings season, Cloudflare co-founder and CEO Matthew Prince made an extraordinary claim about how internet traffi...

What happens when an AI agent does your shopping — and how do you make sure it doesn't order two grills instead of one? In Part 2 of his con...

That vacation, RV, or home renovation you're planning in retirement might cost a lot more than the price tag suggests. One extra withdrawal...

As earnings season winds to a close, the team discusses what we learned this quarter and why a new jobs report may actually be good for the...

The amount of stocks moving 10% or more in either direction this most recent quarter has been staggering. Even companies that post decent, e...

Earnings season continues to give strong results, but that doesn’t mean each stock is rising on the news. Today, we saw Shopify jump and Ube...

Shares of Palantir had an stellar day after reporting even more stellar earnings results. Many of the questions about getting commercial cus...

Mergers could be back in 2026 as companies try to get deals done while regulators allow them. But are buyouts always a good idea? We discuss...

Bethany McLean, veteran investigative journalist and co-author of The Smartest Guys in the Room, saw the end of Enron coming, and is now wat...

It’s the first Saturday of the month, which means it’s time for the next installment of our 2026 Financial Planning Challenge. We’ve spent m...

The week was dominated by hedge fund Situational Awareness being forced to sell its equity holdings, leading to both a drop and a pop in AI-...

Investors are taking a more scrutinous approach to all of the capital spending the Mag7 stocks are throwing at AI data centers. The one stan...

Earnings season has shown us that consumers are still spending and paying their bills, as indicated by SoFi and Visa’s results. That should...

Even though PayPal CEO Enrique Lores never directly addressed the recent buyout offer in its earnings report, the message was pretty clear:...

Memory has been hot in 2026 and that was no different today. China’s CXMT went public and gained nearly 500% on its opening day. We discuss...

The journalist who exposed Enron before Wall Street did has spent decades studying how companies unravel — and the warning signs are almost...

William Bengen established 4% as the safe withdrawal rate more than 30 years ago. But in subsequent research, he has concluded that 4% is li...

Alphabet’s stock is down double digits this week after the company reported negative free cash flow in the second quarter. We discuss what t...

Earnings season is in full swing, and the first two of the Mag 7 (Alphabet and Tesla) set a rather dour tone. While the on paper results wer...

A new Gemini model is out and the AI world isn’t impressed. But is this Alphabet knowing its business better than anyone else or a loss of t...