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...Because we’re coming to the big one: exits....
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...And for all of the histrionics of Musk, there is not even a hint that other big public companies are set to abscond to Texas, Nevada or any other state....
...The big three therefore remain the big three, and their margins are just as juicy as before....
...The yen would have to move a lot for the bet to be worth it, and the momentum would have to be more obvious. But there are other flaws....
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...Its first note concluded that buying a lot of bitcoin would’ve worked historically — in the sense that adding something that went up a lot to a portfolio would make the portfolio perform better — but it...
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...SIG’s playbook is to bet small amounts of money on a lot of companies....
...One might notice a lot of interesting differences....
...The EU has launched probes into Apple, Alphabet and Meta in the first use of a landmark new law designed to rein in Big Tech’s market power....
...His central case is a 10 per cent hit to earnings per share — a lot, for a company that is not growing earnings particularly quickly any more....
...The big-tech-and-falling-rates story gave way in recent months to the big-tech-and-AI narrative, and AI is an area where Apple is considered to lag Google and Microsoft....
...The Mag 7 value trade Market pundits often talk about the Magnificent Seven big tech stocks as a homogeneous entity. This is a mistake....
...“Our solutions are very complementary; we don’t have a lot of overlap,” he said, adding that this should make it easier to obtain regulatory approval than some other larger tech deals that have faced lengthy...
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...And you know what, a lot of good people at the SEC agree with me. They won’t say it publicly....
...That is a lot. Galp reported about 620mn barrels of oil reserves in 2023. Its favourable results after testing its biggest Namibian find has sent the shares soaring to a record high....
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