Is private equity the next market crisis? How we got here and what’s next

[ad_1] Did you ever wonder what made you pass on what turned out to be a sure thing? What made you thumb your nose at something that now seems obvious to have had real value when you dissed it? Was it all that difficult to see the opportunity? Or did you remember what happened in … Read more

The AI trade has entered a puzzling phase. Do we know who the winners are anymore?

[ad_1] All hail Anthropic, the destroyer of everything. What an amazing service. It can wipe out Adobe by allowing you to design something better that has a much simpler commerce system, designed personally for you. That one is child’s play. ServiceNow may call itself the “AI Control Tower” to signify who is in charge, but … Read more

I talked to many health CEOs out West and see big things for drug stocks

[ad_1] We get so caught up in the buzz and the sizzle that we forget about the steak, especially in this era of GLP-1s, which have revolutionized the treatment of diabetes and obesity and are being studied for so many more diseases and conditions. That’s my chief takeaway from meeting with 15 different CEOs, a … Read more

A new piece of Wall Street research prompted us to change our rating on Salesforce

[ad_1] For the better part of the last decade, we’ve heard that software is eating the world. But now it seems AI is eating software. That’s the call analysts at Melius Research are once again making Monday as they downgraded one-time market darling Adobe to a sell rating. The attention-grabbing note highlights the far-reaching ripple … Read more