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Investors have a habit of forgiving conviction calls that come too early. Michael Burry has spent the past two years testing how far that...

Economy

D-Wave Quantum is not expensive because the market is excited about quantum computing. It is expensive because of arithmetic that almost nobody quotes. QBTS...

Economy

Oracle’s business had the best year in its history and its shareholders had one of the worst. That is not a figure of speech....

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Financial News

The simple answer is no. I encourage investors to ignore all the fear-mongering headlines claiming that nearly half of the data centers planned for...

Financial News

While many travel agencies continue to have their market serving niche groups of travelers even in the digital age, a large number that have...

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Financial News

The artificial-intelligence boom is most often seen as a Wall Street story. Nvidia (NVDA) rallies. Big Tech spends billions. Data centers multiply. Investors debate...