Thursday links: heavy tech exposure
Tadas Viskanta
Abnormal Returns
1 day ago
2 MIN READ
Markets
- Are we late in the technology megatrend? (awealthofcommonsense.com)
- A look at how 2025’s stock market stacks up. (carsongroup.com)
Apple
- Apple ($AAPL) has teamed with Google Gemini to power Siri. (spyglass.org)
- Why Apple ($AAPL) likely chose to work with Google. (daringfireball.net)
Amazon
- The Amazonification of Whole Foods is accelerating. (wsj.com)
- Amazon ($AMZN) continues to experiment with grocery store automation. (axios.com)
ETFs
- Leveraged single stock ETFs are struggling to do their job. (morningstar.com)
- More institutional investors are embracing ETFs. (ai-cio.com)
- Active ETFs are sometimes clones, sometimes cousins to their mutual fund progenitor. (morningstar.com)
Prediction markets
- Robinhood ($HOOD) is seeing rapid growth in its prediction markets business. (marketwatch.com)
- Everybody wants a piece of prediction markets. (barrons.com)
Sports betting
- ESPN is ending its ESPN Bet collaboration with Penn Entertainment ($PENN). (hollywoodreporter.com)
- What Disney ($DIS) is walking away with. (sportico.com)
- On the dangers of mixing sports betting and investing. (investmentnews.com)
- Online gambling is ruining sports bars. (gq.com)
GLP-1s
- Discounted Wegovy and Zepbound are coming to Medicare. (nbcnews.com)
- Eli Lilly ($LLY) is moving an amylin obesity drug through trials. (cnbc.com)
- Novo Nordisk’s ($NVO) oral semaglutide is moving forward. (sciencedaily.com)
- How GLP-1 agonists affect alcohol absorption. (scientificamerican.com)
Economy
- Affordability is a problem, but you can’t just lower prices. (marginalrevolution.com)
- Derek Thompson, “Saying the word affordability over and over doesn’t necessarily guarantee good policy outcomes.” (derekthompson.org)
- How China’s exporters have pivoted to non-U.S. customers. (flowingdata.com)
Earlier on Abnormal Returns
- Longform links: a quasi-spiritual element. (abnormalreturns.com)
- What you missed in our Wednesday linkfest. (abnormalreturns.com)
- Personal finance links: your next career step. (abnormalreturns.com)
- Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
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