I’ve said for a while that Enterprise sales of AI products and services, be they ‘add ons’ or ‘AI Native offerings, will be a long, ‘work in progress’ slog in this AI Tech Wave. Enterprises, both small and large, are intrigued by LLM/Generative AIs....

Context is Everything “Honey, is that Jim? Why is he stumbling down the street? He looks drunk. Pull over, let’s check on him.” “Hey Jim, are you okay?” Sally asked. “I’m good, Sally. We’re just filming a skit for our...

Google What happens if Google loses its antitrust case? (thebignewsletter.com) Google Search is now adding links to archived websites in the Internet Archive’s Wayback Machine. (theverge.com) How the Google and Apple app ecosystems...

OpenAI’s record funding & Dev Day 2024: OpenAI closed its $6.6 billion in new funding at a $157 billion valuation, along with a $5 billion credit line, to continue rolling out its pipeline of new AI products and services. The terms provide its investors...

Powered By: Today’s SummaryThursday, June 20, 2024 Indices: Dow +0.77% | S&P 500 -0.25% | Russell 2000 -0.39% | Nasdaq 100 -0.79% Sectors: 8 of the 11 sectors closed higher. Energy led, rising +1.84%. Technology lagged, falling -1.12%....

Markets Bonds, stocks AND gold are all having a good year. (carsongroup.com) Utilities are crushing it in 2024. (on.spdji.com) Market quilts, including global markets, updated through Q3. (novelinvestor.com) Crypto MicroStrategy ($MSTR) is not the...

Nvidia’s reports a strong quarter again: Nvidia delivered another solid quarter in a series expected to continue given strong multi quarter demandm of its Hopper and Blackwell AI GPU infrastructure. The company is making progress ramping up Blackwell...

Strategy Diversification still matters. (novelinvestor.com) How to combat confirmation bias. (safalniveshak.com) Art Cashin Art Cashin was one of a kind. (ritholtz.com) A remembrance of Art Cashin. (jaywoods.substack.com) Companies Dollar stores have had...

Common ownership, MicroStrategy ETFs, World Liberty Financial and Enron 2.0.

Strategy What, if anything, can displace U.S. equity market dominance? (awealthofcommonsense.com) Vanguard wants investors to shift from cash into fixed income before its too late. (riabiz.com) Endowment funds are playing a losing...