News
Market news and practical analysis for individual investors.
MongoDB’s CEO Left for Meta. Its Forecast Stayed Put.
MongoDB’s CEO has left for Meta, but guidance is unchanged. Here’s how to assess leadership risk before Tuesday’s Investor Day.
NXP’s New Chip Factory Is Open. Now It Has to Earn Its Keep.
NXP’s Singapore chip venture has opened its factory. Volume production, utilization and a changed capacity target deserve a closer look.
Nvidia Just Authorized Another $150 Billion in Buybacks. What Do Shareholders Get?
AI-generated editorial illustration. Nvidia has found another use for its money: buying Nvidia. On Monday, September 28, the company announced an additional $150 billion in…
Akamai Won an $11.6 Billion AI Deal. Now Comes the $5.5 Billion Buildout.
Akamai’s Anthropic commitment comes with substantial capital spending and potential dilution. Here’s how to separate contract value from value per share.
Microsoft’s New Copilot Can Keep Working. So Can the Bill.
Microsoft’s Copilot expansion puts usage billing in focus. A worked example shows why time saved, review work and the total bill belong in the same…
The Fed’s Stablecoin Proposal Puts a Clock on Getting Your Dollars Back
The Fed’s September 24 stablecoin proposals include a two-business-day redemption standard. Here’s why selling a token and redeeming it can give you different results.
Treasury Yields Hit 5.15%. Why Is Your Bond Fund Losing Money?
Higher Treasury yields can look attractive while existing bond funds lose value. A $20,000 example shows why duration matters.
MGM’s Takeover Bid Is Gone. What Were Shareholders Actually Buying?
People withdrew its $48.30-a-share MGM proposal. A worked example explains takeover risk and what shareholders need to assess without the offer.
Mortgage Rates Hit 7.12%. Somebody Has to Absorb the Cost.
Mortgage rates climbed to 7.12%. A $400,000 loan shows how the increase squeezes buying power and why homebuilder investors should watch incentives and margins.
AMC Wants to Refinance $4 Billion. What Does That Buy Shareholders?
AMC’s proposed refinancing buys time at a price. A look at the interest bill, stronger summer attendance and the numbers shareholders can check.