Autos Global auto makers have written off a lot of EV investments. (semafor.com) The U.S. is now effectively out of the business of regulating auto emissions. (nytimes.com) Uber ($UBER) is going to start investing in AI charging infrastructure....

OpenAI Beats Meta to OpenClaw: OpenAI ‘acqui-hired’ OpenClaw founder Peter Steinberger, agreeing to support an open source version of the virally popular AI Agent platform in a separate Foundation. Peter Steinberger moves from Austria to San Francisco, a...

Regulation The SEC has dramatically cut back on enforcement actions. (ft.com) Lax enforcement is allowing some ETFs to exceed position limits for private shares. (ft.com) Prediction markets What’s the argument for a prediction markets...

Listening Podcasting is now all about video. Apple ($AAPL) weighs in. (bloomberg.com) This should be a standard feature, not an add on, when it comes to audiobooks. (techcrunch.com) Business Ben Carlson talks with Eric Finnigan⁠, VP at John Burns,...

Good morning… We dropped another episode of The Howard Lindzon Show with Michelle Steele. I start by discussing some major upgrades to Stocktwits including overnight pricing on the charts, lightning-fast earnings summaries powered by AI, and a...

I’ve long-repeated in these pages, that my thirty plus years as a technology analyst, have all been a dress rehearsal for the AI Tech Wave ahead. Especially when it comes to judging IPOs of the AI type vs other past tech types. Up and down the AI Tech...

Strategy It’s naive to think publicly available data will help you pick stocks successfully. (ritholtz.com) Joe Wiggins, “If you want to understand how an investment team behaves, you really want to know what it measures, how and...

Books An excerpt from “Choose Wisely: Rationality, Ethics, and the Art of Decision Making” by Barry Schwartz and Richard Schuldenfrei. (behavioralscientist.org) An excerpt from “Smitten: Romantic Obsession, the Neuroscience of Limerence,...

I’ve been an anti-consensus optimist on Apple’s AI opportunities being ahead of the company. Against a consensus view on Apple being ‘behind’ its big tech peers on AI. Despite the same peers investing over $700 billion in AI capex this year alone....

Markets People are finally waking up to international stock outperformance. (awealthofcommonsense.com) Apple ($AAPL) is trading on its own relative to its peers. (bloomberg.com) JP Morgan JP Morgan Chase ($JPM) keeps opening up new retail locations....