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https://openai.com/index/advisory-group-on-mathematics-and-ai/
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The article compares Chewy and Uber Technologies as investment options for 2026. Chewy operates in pet e-commerce with expansion into pet health services, while Uber dominates global mobility and delivery. The author recommends Uber due to its larger scale, faster growth across multiple business segments, and substantial free cash flow generation, despite Chewy's loyal customer base and subscription model.
Buying On Hopium Please click here for an enlarged chart of Direxion Daily Semiconductor Bull 3X ETF (NYSE:SOXL). Note the following: Semiconductors reflect the AI trade, and SOXL is the momo crowd’s
CoreWeave's stock has declined 53% from its June 2025 peak of $183.58 to $86, but the article argues it may represent a buying opportunity. The AI infrastructure provider operates 51 data centers with over 250,000 Nvidia GPUs, serving major clients like Meta, Microsoft, and OpenAI. Despite explosive 168% revenue growth to $5.1B in 2025 and a $104B contracted revenue backlog, CoreWeave remains unprofitable under GAAP accounting with a concerning 14.3 debt-to-equity ratio. Analysts project continued strong growth through 2028, valuing the stock at just 12x adjusted EBITDA.
BNP Paribas sees upside for Microsoft (MSFT) with a $549 target as Azure price increases gradually roll out to renewing contracts.
Could Apple look for acquisitions under a new CEO? All-In Podcast host Jason Calacanis has a list of potential names.
https://www.sec.gov/Archives/edgar/data/1997038/000119312526396704/iam-20260921.htm