Happy Friday Jr! Remember the browser wars? Back in the early 2010s, we toggled between Firefox, Safari, Chrome, and Internet Explorer.  Fast forward to 2025: Chrome now holds 69% of the global market. But its dominance may be peaking… We’re entering...

Books A Q&A with Erick Guerra, author of “Overbuilt: The High Costs and Low Rewards of US Highway Construction.” (bloomberg.com) An excerpt from “Little Red Barns: Hiding the Truth, from Farm to Fable” by Will Potter. (rollingstone.com)...

We’ve covered the growth of AI Cloud companies beyond Amazon AWS, Microsoft Azure, Google and Oracle Cloud (in that order of size) beyond NeoClouds before here on AI: RTZ. They’re led by companies like CoreWeave (with Nvidia, OpenAI et al as equity...

Keywords Apple, Meta, AI talent, organizational changes, global marketplace, art, creativity, retail, small shops, technology Summary In this episode of AI Ramblings, Michael Parekh and Neal Makwana discuss significant organizational changes at...

Strategy Investors are only going to have more options going forward. The paradox of choice awaits. (awealthofcommonsense.com) What will it take for private equity to outperform stocks from here? (ft.com) Crypto Why Trump Media & Technology Group...

Hi folks,  Technology is moving at lightspeed. To better identify relative strength, I curated an ETF watchlist that offers exposure to companies poised to benefit from the AI-infused paradigm shift.  The list is sorted by proximity to its 52W high...

Podcasts Barry Ritholtz talks retirement with Christine Benz, author of “How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement.” (ritholtz.com) Bill Brewster talks the ins and outs of deferring taxes with Wes Gray of...

For those worried about Apple not having an AI strategy in this AI Tech Wave, rest assured. They had some senior AI researchers/talent that Meta wanted at the founder/CEO Mark Zuckerberg level. This is while Meta continues its Vikings like pillaging...

Markets No matter how you slice it, U.S. stocks are still expensive. (on.ft.com) Why gold has been moving higher: safe asset demand. (mrzepczynski.blogspot.com) Crypto The iShares Bitcoin ETF ($IBIT) holds more than 700,000 Bitcoin. (theblock.co) Another...

Research If you are going to hedge, just hedge. (klementoninvesting.substack.com) Do factors matter for bond returns? Yes, they do. (alphaarchitect.com) Why there’s alpha in the intangibles. (philbak.substack.com) AI models love momentum....