Independent thinking for complex markets and current events
The Tesla paradox: the more profits fall, the more the stock rises. byu/cxr_cxr2 inTheTicker Over the past three years, the stock has risen by more than 120%, while revenue has grown by only 17% and profits have FALLEN by nearly 60%. h/t cxr_cxr2
$61.9 billion. That’s how much companies are spending on generative AI in 2025. IDC says investment jumped 94% this year. https://www.business-standard.com/technology/tech-news/genai-paradox-companies-pouring-billions-into-ai-it-has-yet-to-pay-off-125081302003_1.html The payoff? Still nowhere to be seen. McKinsey finds nearly 80% of firms use generative AI—but the same number say it hasn’t boosted the bottom line. https://www.thestar.com.my/tech/tech-news/2025/08/14/companies-are-pouring-billions-into-ai-it-has-yet-to-pay-off Pilot projects are collapsing fast. S&P Global …
In a perplexing turn of events, the tech industry is witnessing a paradox where soaring stock values on Wall Street stand in stark contrast to a surge in layoffs. January 2024 has set a troubling record, with 23,670 workers facing layoffs from 85 tech companies, marking the highest monthly figure since March of the previous …
Starting off 2024 with: – Record U.S. debt – Record U.S. debt interest payments – Expected record U.S. Treasury issuances in 2024 – Record speculative-grade debt maturing over the next 5 years – Moody’s downgrades U.S. to "negative" from "stable" – Interest rates near… pic.twitter.com/idv0E9kdgW — Genevieve Roch-Decter, CFA (@GRDecter) January 2, 2024 And if …