“Is the timing right for this acquisition right now?”

by Marketing | Oct 23, 2026 | Market Notes, Media Notes, Video

Anthropic to publicly file S-1 by Friday, Huang on AI safety, & Netflix’s future after earnings  

“[Elon] He’s always sold the destination”

by Marketing | Oct 23, 2026 | Market Notes, Media Notes, Video

2.3B SpaceX shares to exit lockup period: What that could mean for the company  

“There’s no one else that I want to own in that space”

by Marketing | Oct 23, 2026 | Market Notes, Media Notes, Video

Is Netflix still making the prestige content subscribers are used to?

“I think the equity markets, they’re focusing more on profitability and overall economic growth, while the bond market, it’s kind of changed its focus from monetary to fiscal policy”

by Marketing | Oct 7, 2026 | Market Notes, Media Notes

Is the stock market boom too good to be true? Plus the growing divide in AI adoption

“Hyperscalers like Microsoft, Amazon, Google, and Meta slowing their capital spending on AI and data centers could actually benefit their cash flow and valuations”

by Marketing | Oct 6, 2026 | Market Notes, Media Notes

Could slowing AI capex actually lift equities higher?