Walmart’s drone delivery program just got a serious upgrade.  In partnership with Wing, Alphabet’s drone division, the retail giant will expand its 30-minute drop-off service to five new metro areas: Atlanta, Charlotte, Houston, Orlando, and Tampa. ...

Here’s a preview of what we’ll cover this week: Macro:  S&P Earnings Estimates Market: Israel v. Iran, Geopolitical Risks Are Best Faded, What does this mean for markets? Digital Assets: Stablecoins, Stablecoins Are Quietly Rewriting the Financial...

Energy Experts Everywhere It never fails.Energy rips for a few days, usually on the back of a geopolitical headline, and suddenly every dormant energy expert re-emerges. Each one has perfectly timed insights, freshly crafted narratives, and bold...

For over a decade, Daily Active Users (DAUs) has been the primary key performance indicator (KPI) of internet companies. DAUs provide a signal of product stickiness, user engagement and growth velocity. Investors tracked them obsessively, using the metric...

Monday, Apple showcased its latest and greatest during its WWDC keynote.  As we anticipated, the company failed to shock and awe.  Sure – the design updates are neat, but I’m left scratching my head. And I’m not the only one… here are a few tweets...

Amazon is investing $20 billion in Pennsylvania to expand its cloud and AI infrastructure, building new data centers in Salem and Falls Townships. This marks the largest private investment in the state and will create at least 1,250 high-skilled jobs...

Here’s a preview of what we’ll cover this week: Macro: Trump/Musk feud, Trumponomics, Economic Outlook, Meme Stocks,   Market: Lumina Calls, Foreign Demand, IPO Issues AI: Mary Meeker on AI Trends, AI Milestone Timeline, Sundar on AGI, OpenAI’s...

What a wild week. The S&P 500 settled above 6,000 for the first time since February 21st. The Nasdaq 100 composite is a mere 2% shy of an all-time high. And even the small-caps appear to break out. Industrials were the first sector to close at a...

Get In and Hold On Look, I’ll be honest.It’s a bull market.Get in and hold on. It doesn’t need to be more complicated than that.Will people overcomplicate it? Absolutely.But do you have to?Not at all. Have exposure. Manage risk. That’s the job. And this...

Good morning folks,  Mark Zuckerberg’s Meta Platforms positioned itself for the long term.  The tech giant entered into a 20-year power purchase agreement (PPA) with Constellation Energy to secure 1,121 megawatts of nuclear energy from the Clinton...