IBM shares closed down 13.15% after Anthropic outlined in a blog post how Claude Code can automate the exploration and analysis phases of COBOL modernization
International Business Machines stock is getting slammed Monday, becoming the latest perceived victim of rapidly developing AI technology …
IBM shares closed down 13.15% after Anthropic outlined in a blog post how Claude Code can automate the exploration and analysis phases of COBOL modernization
International Business Machines stock is getting slammed Monday, becoming the latest perceived victim of rapidly developing AI technology …
Software stocks like AppLovin and CrowdStrike extended their weeks-long selloff; several of the biggest decliners were discussed in Citrini Research's post
The weeks-long selloff in software stocks deepened Monday amid general unease about the threat posed by AI. — Software-makers AppLovin, CrowdStrike …
Software stocks like AppLovin and CrowdStrike extended their weeks-long selloff; several of the biggest decliners were discussed in Citrini Research's post
The weeks-long selloff in software stocks deepened Monday amid general unease about the threat posed by AI. — Software-makers AppLovin, CrowdStrike …
Imagining an AI-driven “2028 Global Intelligence Crisis”: as white-collar layoffs grow, the human-centric consumer economy withers and the social fabric frays
A Thought Exercise in Financial History, from the Future — Preface — What if our AI bullishness continues …
Software stocks extended their weeks-long selloff on Monday; several of the biggest decliners were discussed in a post by Citrini Research
The weeks-long selloff in software stocks deepened Monday amid general unease about the threat posed by AI.
Imagining an AI-driven “2028 Global Intelligence Crisis”: as white-collar layoffs grow, the human-centric consumer economy withers and the social fabric frays
A Thought Exercise in Financial History, from the Future — Preface — What if our AI bullishness continues …
Software stocks extended their weeks-long selloff on Monday; several of the biggest decliners were discussed in a post by Citrini Research
The weeks-long selloff in software stocks deepened Monday amid general unease about the threat posed by AI.
AppLovin reports Q4 revenue up 66% YoY to $1.66B, above $1.61B est., and forecasts Q1 revenue and adjusted EBITDA above estimates; APP drops 6%+
Strategy reports Q4 net loss up 1,749% YoY to $12.4B, as BTC trades below the company's $76,052 average purchase price; MSTR is down ~60% over the past year
Shares of the bitcoin-stockpiling company have fallen sharply since crypto prices touched all-time highs in October
Why this is the worst crypto winter ever: AI crowds out BTC for mindshare and power grid access, crypto is mainstream, gold beats BTC as a safe haven, and more
Hello and welcome to the newsletter, a grab bag of daily content from the Odd Lots universe. Sometimes it's us …
Why this is the worst crypto winter ever: AI crowds out crypto for mindshare and power grid access, crypto is mainstream, gold beats BTC as a safe haven, more
and delivered. A few who stayed to push “adoption” got rich.The Plebs got smoked In the meantime China caught up with AI. The rest is just shaving.Mario S. /@covered_call:According...
Bitcoin falls to ~$66K, its lowest level since President Trump's election win in November 2024 and down 44%+ from its October 2025 peak as global markets fall
Bitcoin slumped below $70,000, a level last seen 15 months ago, as a broad risk-off sentiment engulfed global markets.
Qualcomm reports Q1 revenue up 5% YoY to $12.25B, vs. $12.21B est., and projects Q2 revenue below est. due to a global memory supply shortage; QCOM drops 5%+
Chip supplier Qualcomm (QCOM.O) forecast second-quarter revenue and profit below Wall Street estimates on Wednesday …
TechCreate's shares surged ~1,995% in the past week; the payment software company says it is not aware of any info that would account for the trading activity
TechCreate's shares surged ~1,995% in the past week; the payment software company says it is not aware of any info that would account for the trading activity
Singapore-based payment software company TechCreateTCGL $181.52 (101.20%) mooned on Thursday, rising 889% and prompting management …
A look at Meta's 2GW Hyperion data center in Louisiana, with the first phase opening in 2028; an analysis shows sales tax breaks on GPUs could total $3.3B+
$10 billion of investment. Code names to disguise projects and companies. Mixed opinions. Skyrocketing property values.
Sources: Blue Owl Capital won't back Oracle's planned $10B, 1GW data center in Michigan, after funding talks stalled due to concerns over debt terms and delays
Investment firm concerned about tougher debt terms and the risk of delays to the vast project
A look at iRobot, founded in 1990, and its slow collapse after US and EU regulatory pressure killed Amazon's $1.7B deal in 2024 amid growing Chinese competition
There's something painfully American about the arc of iRobot, the company that taught your vacuum to navigate around the furniture.
iRobot files for Chapter 11 bankruptcy and reaches a restructuring agreement to hand over control to its secured lender and main Chinese supplier Shenzhen Picea
iRobot Corp., the company that revolutionized robot vacuum cleaners in the early 2000s with its Roomba model …