Keep pulling the thread on Ben Carlson.
Lululemon founder Chip Wilson has launched a proxy fight to remake the company's board of directors.
Abercrombie & Fitch's stock price surged from $25 in spring 2023 to $124.
Netflix has made a bid to acquire Warner Brothers.
Josh Brown predicts that approximately 25% of Uber's vehicle fleet will be autonomous by the end of the decade.
The worst-case scenario for Uber's long-term strategy is if Tesla and Waymo dominate the autonomous vehicle market, as neither would need Uber's platform.
There is a risk that investors will permanently re-rate the enterprise SaaS sector to much lower valuation multiples, similar to what happened to PC maker stocks.
Apple maintains a significant moat because its iOS App Store is the primary point of access for AI services, from which it takes a 30% cut.
Since the launch of ChatGPT, 65% to 75% of the S&P 500's returns, profit, and capital spending have been driven by just 42 companies linked to generative AI.
Technology sector capital spending contributed 40% to 45% of U.S. GDP growth over the last three quarters of 2025, up from less than 5% in the first quarters of 2023.
The biggest risk to the stock market in 2026 is a potential stumble or change in the AI capital expenditure trend.
Elon Musk has stated that SpaceX will have its initial public offering (IPO) in 2026.
Lululemon founder Chip Wilson has launched a proxy fight and nominated three director candidates: Marc Maurer of On Running, Laura Gentile formerly of ESPN, and Eric Hirschberg formerly of Activision.