Muse has driven Meta Platforms to a nearly $2 trillion valuation and has captured the market’s attention. But how will Meta make money from Muse and who will the other winners in the industry be?…
Space, the final (investing) frontier? Space stocks have garnered copious amounts of investor attention as of late, and much of the success of the space economy hinges on a small handful of rocket…
The price of diesel fuel is at an all-time high, creating challenges for the economy as it fuels inflation. Jon, Tyler, and Matt discuss why it’s hard to get prices down, as well as how everyday…
Every few years, a investing theme comes about that momentarily captures the zeitgeist, but then fades into the background just as quickly. Anyone that has invested in nuclear stocks recently is the…
The US government and governments all over the world have played some active role in the day to day decision making at businesses for years. What we haven’t seen, though, is the US government take…
The dominant story of the past week has been the wave of leaders in the AI space warning about the pace of frontier models and their fear of them getting “out of control”. While that may be true,…
While Apple has continued to be a great business, it’s been a minute since the company issued a new product that made us go “wow”. With new CEO John Ternus coming from the hardware side of the…
After decades of spinoffs and separations of various parts, GE Aerospace is now trending toward integration. Its $11.75 billion acquisition of Consolidation Precision Products is taking what business…