Steve is passionate and dedicated to removing emotional biases from investment decisions. Utilizing a data-driven approach, ...

The past few years have been a whirlwind for Nvidia (NASDAQ: NVDA) investors. The onset of the artificial intelligence (AI) ...

So-called "Magnificent Seven" stocks Amazon, Meta Platforms, and Nvidia remain great long-term picks. The Trade Desk's share ...

The best Stratechery content from the week of April 28, 2025, including Mark Zuckerberg explaining Meta’s AI strategy, ...

Microsoft (MSFT) and Meta Platforms (META) delivered "home run" results yesterday, as the AI Revolution has not been slowed ...

Google is now reportedly preparing to expand access to its Gemini AI chatbot to children under 13. According to a report by ...

To steal a line from the great Randy Jackson, “that’s a no from me, dog.” It’s hard to remember how things were before the “Social Media Age” took over. I was fortunate enough to grow up in an age ...

Microsoft and Meta both exceeded market expectations in their March quarter earnings, lifting shares in extended trading. The ...

Those stocks should have strong growth engines, wide moats, and a track record of withstanding rough economic downturns.

We’re at an interesting inflection point in the market. Stocks continue to gyrate (though mostly higher of late) as investors ...

So far, though, Big Tech isn't backing down. Capital-expenditure growth spending from U.S. hyperscalers accelerated to 71% in the first quarter, with about $81 billion in spending, according to ...

These AI models can’t “unlearn” what they’ve seen. So where does that leave authors like me whose works were scraped without my awareness?