Quote of the Day
"Show me a kid who puts all his spare cash into coins or investable sports cards, and I’ll show you a potential future fund manager."
(Harvey Sawikin)
Regulation
- Meta ($META) won its antitrust lawsuit concerning WhatsApp and Instagram. (theverge.com)
- The Federal Reserve is now treating banks with a regulatory light touch. (nytimes.com)
- Beware the surge in penny stock listings in the U.S. (barrons.com)
- What the GENIUS Act misses. (theatlantic.com)
Startups
- Ramp is now valued at $32 billion. (news.crunchbase.com)
- How AI is changing how venture capitalists work. (hbr.org)
AI
- Investors are grappling with Oracle's ($ORCL) capex needs. (on.ft.com)
- Everyone has their eye on Nvidia ($NVDA) earnings. (spyglass.org)
- Nvidia ($NVDA) and Microsoft ($MSFT) are investing in Anthropic. (cnbc.com)
Amazon
- Jeff Bezos is becoming co-CEO of startup Project Prometheus. (theverge.com)
- What might you find in a pallet of Amazon ($AMZN) goods returns? (nytimes.com)
- Amazon's Zoox are coming to the streets of San Francisco. (insidehook.com)
Economy
- National homebuilder confidence is still kinda gloomy. (calculatedriskblog.com)
- Lumber prices are down YTD. (calculatedriskblog.com)
Earlier on Abnormal Returns
- Research links: the predictive power of R&D spending. (abnormalreturns.com)
- The great wealth transfer also includes a lot of stuff. (abnormalreturns.com)
- What you missed in our Monday linkfest. (abnormalreturns.com)
- Adviser links: building deeper connections. (abnormalreturns.com)
- Don't miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
