Digging Into The Under-Depreciation Debate
There is certainly reason to be concerned that a lot of this massive investment in building out AI will be malinvestment and there will be a reckoning. That’s what happened during the Dot Com Bust.
Recession Warning: The Real Economy Is 'Very, Very, Very Weak'
The U.S. freight trucking industry is about to experience "the largest capacity purge in history".
Construction Spending Rises
Total Construction Spending turns higher in August as St Louis Fed releases begin to come out once again.
Cloudflare Stock Slides After Massive Outage Impacts Global Services
Cloudflare stock dropped after a widespread outage caused errors across major services like ChatGPT and X.
Volatility Before Opportunity: AT&T Correction Sets Up Rally
AT&T has reiterated its 2025 guidance of adjusted EPS between $1.97 and $2.07 and free cash flow above $16 billion, supported by fiber expansion and debt reduction plans.
Domino's Pizza Stock Is Undervalued Here - Shorting One-Month Put Options Yields 1.67%
Domino's Pizza stock still looks undervalued based on its FCF-based price target of $498.00. Last month, I discussed shorting the $400.00 put expiring this Friday.