Independent thinking for complex markets and current events
Vibe coding their own systems will end in bugs and security holes. They save money short term but create huge tech debt long term. Hardware stocks win if they ditch cloud and buy servers. Company builds own tools for inventory tracking and maintenance. Goal is to lower $400 million yearly software spend. Some new systems …
A month ago, owning Microsoft felt almost too easy. Now investors are asking a much harder question. How much AI spending is too much? Microsoft is pouring tens of billions of dollars into AI infrastructure, data centers, and GPUs. That spending is eating into free cash flow, and the market is starting to treat the …
Dozens of empty Waymo vehicles took over an Atlanta neighborhood, circling a cul-de-sac for hours without any passengers inside. pic.twitter.com/2cW9wld5el — Breaking911 (@Breaking911) May 15, 2026
Tech concentration turns the stock market into a violent algo casino with sky-high peaks and razor-sharp drops. Ninety percent of trading now runs on machines so fundamentals got tossed out the window. AI supercharges every headline and earnings beat into instant bloodbaths or moonshots. WELCOME TO THE NEW STOCK MARKET As the market continues to …
bro was right. Atlassian down 75%. HubSpot down 69%. Figma down 86%. Almost all of them down 30–70% from their 52-week highs. AI is literally eating software alive and repricing every company in real time. SaaS is cooked fr 😭 https://t.co/NsOxRTLLEp pic.twitter.com/Xk8QBCTJD3 — shirish (@shiri_shh) April 10, 2026 Anthropic's valuation just surged past OpenAI'sin private …
The Internal Revenue Service paid Palantir $1.8 million last year to improve a custom tool designed to help the tax agency identify the “highest-value” cases for audits, collection of unpaid taxes, and potential criminal investigations, according to documents WIRED obtained via public record request. When the contract was signed, the IRS said it was using …
Imran Lakha | Options Insight @options_insight $NVDA is going to crush earnings. Everyone knows this. That’s the problem. None of us are going to be surprised by good numbers. The question isn’t whether they beat. It’s the second derivative. How much is already priced. How many people already hold the stock. Semis have outperformed software. …
Mark Cuban is right: Software is dead. There are 33 million companies in the US.99% of them have zero clue how to use AI. They don't need a "SaaS" subscription.They need a custom workforce. I’m 25. I’m building that workforce for $50/mo. – OpenClaw (Autonomous)– MiniMax… https://t.co/5ut5MkhVLh pic.twitter.com/CC6DaIcx2I — Ziwen (@ziwenxu_) February 16, 2026
Apple reported fiscal first-quarter earnings on Thursday that surpassed expectations, with revenue soaring 16% on an annual basis. The company reported $42.1 billion in net income, or $2.84 per share, versus $36.33 billion, or $2.40 per share, in the year-ago period. Apple saw particularly strong results in China, including Taiwan and Hong Kong. Sales in the region surged 38% during the quarter to $25.53 billion. https://www.cnbc.com/2026/01/29/apple-aapl-earnings-report-q1-2026.html Investors question …
People are finally hitting the brakes on this AI takeover because enough is enough. The backlash against AI invading almost every aspect of the computing experience is growing by the day. Particularly as an onslaught of lazy AI slop subsuming news feeds, the tech is starting to feel like a massive distraction — and huge …
Stocks move lower. Microsoft is down -2% in premarket trading Stocks have taken a turn to the downside after a report from The Information that Microsoft has lowered its AI sales quotas. The NASDAQ index is now trading down -83 points. The S&P futures are implying a decline of -7 points. Shares of Microsoft are …
Honda recalls 256K cars nationwide over potentially dangerous software glitch Accord Hybrid models from 2023-2025 are potentially affected by the software error Honda announced Tuesday that it is recalling roughly 256,000 Accord Hybrid vehicles in the U.S. due to a software glitch that could cause “loss of power while driving,” increasing the risk of a …
https://www.itpro.com/software/development/developers-arent-quite-ready-to-place-their-trust-in-ai-nearly-half-say-they-dont-trust-the-accuracy-of-outputs-and-end-up-wasting-time-debugging-code Software developers are using AI at record levels, new research shows, but they’re hesitant to place too much faith in the technology. Findings from Stack Overflow’s annual Developer Survey show the use of technology in the software industry has surged over the last 12 months, spurred on by the emergence of AI coding tools and, most …
Adobe sits at a strange crossroads where the numbers shout strength but the market refuses to listen and the gap between reality and perception is growing wider by the day. Cash flow per share climbs steadily while the stock price lingers at its lowest valuation ever. Subscription revenue continues to grow at 14 percent annually, …
United Airlines grounded its entire U.S. fleet Wednesday. System-wide failure. Weight and balance software collapsed. No warning. No fallback. No workaround. Flights already airborne kept moving. Everything else froze. Chicago. Newark. Houston. Denver. All dark. https://abcnews.go.com/US/united-airlines-grounds-flights-nationwide-technology-issue/story?id=124433330 Passengers stuck on tarmacs. United’s social team? Copy-paste apologies. https://www.timesnownews.com/world/us/us-news/united-airlines-requests-ground-stop-over-system-outage-heres-the-list-of-affected-airports-including-chicago-ohare-newark-article-152422332 United says it wasn’t a cyberattack. No explanation why …
The EU wants to scan your private messages before they’re encrypted. Not after. Not if flagged. Before. “The plan would mandate that messaging platforms, including WhatsApp, Signal and Telegram, must scan every message, photo and video sent by users starting in October, even if end-to-end encryption is in place” https://cointelegraph.com/news/eu-chat-control-plan-gains-support-threatens-encryption “Rather than weakening encryption directly, …
$PLTR Karp might say hes a socialist… but my dude has the tastes of capitalist. Said he hated Trump but now designs software that enables him while making millions… Nice. Money has a way of corrupting everyone… especially a Patek Philippe. If you think this guy and the execs are selling shares while they proclaim …
In a span of 24 hours, three senior executives from Elon Musk’s core technology ventures have stepped down. Linda Yaccarino, CEO of X, announced her resignation on July 9 after a two-year tenure marked by advertiser volatility and platform rebranding. Her departure follows a wave of backlash surrounding Grok, the AI chatbot developed by Musk’s …
TRUMP ADMIN EXPANDS PALANTIR CONTRACTS NYT reports Trump is leaning heavily on $PLTR to build a cross-agency data backbone — using its Foundry platform to organize personal data across DHS, IRS, HHS & more. Over $113M in contracts since he took office, plus a new $795M DoD… pic.twitter.com/ulizGah4r7 — Wall St Engine (@wallstengine) May 30, …
BREAKING: 🚨 MINORITY REPORT GOES LIVE IN BRITAIN: “MURDER PREDICTION” SOFTWARE BEING TESTED 🚨 🔴 The UK government is building software to predict if someone will be a future killer — even if they’ve never committed a crime. 🧠 Using personal data from police, health records & probation services, they’re creating risk profiles — in …
Musk made the comments during a virtual appearance at the World Governments Summit in Dubai alongside the United Arab Emirates’ artificial intelligence minister, Omar Al Olama. The tech billionaire—who heads the advisory committee known as the Department of Government Efficiency (DOGE) under the Trump administration—was dressed for the occasion in a T-shirt reading “Tech Support.” …
from Reddit: Why YSK: TurboTax has been scamming the American public for years, including me. They overcharge for basic tax filing services and pressure users to pay when they don’t need to. They utilize dark patterns in their software and lobby to stop the IRS from building its own public filing system for citizens to …
The Bloomberg US Pure Momentum Portfolio is a financial index designed to track the performance of stocks that exhibit strong momentum characteristics. Momentum investing involves selecting securities that have performed well in the recent past, under the assumption that they will continue to perform well in the near future. This portfolio includes stocks from the …
Was the FBI using a software tool to spy on you during election season? Seems like it. pic.twitter.com/C0eo4A9mti — House Judiciary GOP 🇺🇸🇺🇸🇺🇸 (@JudiciaryGOP) November 12, 2024 https://judiciary.house.gov/sites/evo-subsites/republicans-judiciary.house.gov/files/evo-media-document/2024-11-12%20JDJ%20to%20FBI%20re%20social%20media%20tracking%20tool.pdf
The White House announced on Sept. 23 a proposed ban on connected vehicle technologies in the United States from “countries of concern,” particularly communist China, citing a national security threat. Connected vehicle technology refers to short-range communications that enable cars to “sense” nearby objects and exchange information with other nearby vehicles. It includes Bluetooth, cellular, …
by LittleBiteOfTheJames Edit: Please refer to the title. I mention ONLY using the software specifically. Why YSK: I work in education in an elevated role that works with multiple teachers, teams, admin, technology, and curriculum. I have had multiple meetings with companies such as Turnitin, GPTZero, etc., and none of them provide a 100% reliability in …
KEY POINTS The U.S. Department of Justice accused software company RealPage of unlawfully scheming to undermine competition among landlords and create a monopoly that harms millions of renters. RealPage “allows landlords to manipulate, distort, and subvert market forces,” the Justice Department said in the federal civil antitrust lawsuit. Attorney General Merrick Garland said, “Everybody knows …
View post on imgur.com (Bloomberg) — General Motors Co. is cutting more than 1,000 software engineers as the automaker moves to lean up its software and services organization, said a person familiar with the matter. More than 600 of the layoffs will be in Michigan, the person said. The moves come two months after former …
CDK Global, a major player in the auto sales industry, provides software technology to thousands of auto dealers in the U.S. and Canada. Unfortunately, they recently faced a multiday outage due to back-to-back cyberattacks. Here’s what you need to know: Impact: The outage affected many operations at dealerships, potentially causing delays for prospective car buyers. …
