
Wednesday links: fickle and self-absorbed
2 days ago
2 MIN READ
Trading
- Nasdaq ($NDAQ) wants in on tokenized equities. (barrons.com)
- Robinhood ($HOOD) is launching its own social platform. (axios.com)
Money management
- Vanguard is struggling with its new found size and complexity. (morningstar.com)
- ETF share classes are no panacea for traditional fund managers. (citywire.com)
- Can ESG and defense coexist? (institutionalinvestor.com)
Oracle
- Oracle ($ORCL) is seeing a huge uptick in AI-related revenue backlog. (sherwood.news)
- Oracle ($ORCL) today has added some $275 billion in market cap. (cnbc.com)
- Larry Ellison is now the wealthiest person in the world. (nbcnews.com)
- Larry Ellison has launched a slow rolling takeover of Oxford University. (wsj.com)
AI
- AI companies are downloading YouTube videos, often without permission, to train their models. (theatlantic.com)
- AI can now generate fake receipts that employees are submitting for reimbursement. (nytimes.com)
- How does AI do as a job interviewer? Not bad. (marginalrevolution.com)
Apple
- A visual look at the evolution of the Apple ($AAPL) iPhone. (asymco.com)
- M.G. Siegler, “Aluminum and ceramic are the new titanium and glass.” (spyglass.org)
- Apple Silicon drives everything interesting. (om.co)
- Apple ($AAPL) is slowly losing its relevance. (stratechery.com)
Pharma
- Novo Nordisk ($NVO) is cutting 9000 jobs. (marketwatch.com)
- The administration is trying to crack down on pharma ads. (axios.com)
- Why hasn’t AI found more new drugs? (ft.com)
Football
- If you’re not conflicted about watching football, you aren’t paying attention. (wapo.st)
- A look at the many ways the Chicago Bears will profit from a new stadium. (huddleup.substack.com)
- The NFL is going ruin Red Zone, aren’t they? (slate.com)
Economy
- Young adults in the market for a job are facing a confluence of challenges. (axios.com)
- It’s hard to revive advanced manufacturing in a chaotic tariff regime. (agglomerations.substack.com)
- The Fed does a lot more than just set short-term interest rates. (ninaeichacker.substack.com)
Earlier on Abnormal Returns
- Personal finance links: a most valuable asset. (abnormalreturns.com)
- What you missed in our Tuesday linkfest. (abnormalreturns.com)
- Research links: sound investment principles. (abnormalreturns.com)
- Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
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