Tesla shares dropped 10%, as weakening fundamentals, declining demand, and stiff competition from BYD and Lucid intensify. Read why I reiterate my strong sell thesis on TSLA...
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Continue ReadingBYD Stock Is Soaring. It’s Catching Up to Tesla in Yet Another Way...
Continue ReadingMicrosoft isn’t abandoning OpenAI, but it’s definitely cozying up to DeepSeek...
Continue ReadingThese Stocks Are Moving the Most Today: Apple, Nvidia, Broadcom, CVS, Humana, Super Micro, Tesla, Marvell, and More...
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Continue ReadingApple faces significant risks due to its reliance on Chinese manufacturing, potentially leading to higher costs. Check out my recommendation on AAPL stock...
Continue ReadingIn 4Q24 Thornburg Summit Fund (I share class) returned -1.82%, 82 basis points ahead of the Blended Index (60% MSCI ACWI Index and 40% Bloomberg Global Aggregate Index)...
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