Quote of the Day
"We will always complain about the cost of something because, as our living standards evolve, there will always be new items added to our basket of consumption that we now view as “necessities” and we’ll complain about how those items aren’t attainable for all."
(Cullen Roche)
Nvidia
- It's hard to overstate just how big a rally Nvidia ($NVDA) has seen. (downtownjoshbrown.com)
- Then again, few large companies have grown this fast. (theirrelevantinvestor.com)
AI
- A look at the AI tech stacks for various players in the industry. (stratechery.com)
- Why Zuck and Meta ($META) have embraced an open AI standard. (nytimes.com)
- AI spending is going to grow as more countries jump into the game. (ft.com)
- Europe is lagging on the AI front. (annehelen.substack.com)
Search
- What is an acceptable error rate for AI? (tomtunguz.com)
- Why more search is going to be done by generative AI. (thediff.co)
Companies
- ConocoPhillips ($COP) is buying Marathon Oil ($MRO). (wsj.com)
- The energy drink segment is booming. (scheplick.com)
Economy
- The consumer and manufacturing economies are diverging. (bonddad.blogspot.com)
- Just how tight is the Fed? (apolloacademy.com)
Earlier on Abnormal Returns
- Personal finance links: prioritizing your future. (abnormalreturns.com)
- What you missed in our Tuesday linkfest. (abnormalreturns.com)
- Research links: social phenomena. (abnormalreturns.com)
- Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly e-mail newsletter. (newsletter.abnormalreturns.com)
