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Tesla (TSLA) is suddenly more valuable than Ford (F) and General Motors (GM). And longtime bears are losing their minds. You have to feel for them. At first glance, it doesn’t make sense....
I’ve been plenty bullish on a wide range of sectors – including financials, infrastructure, and defense. But autos are definitely not one of them. That’s because more than a year ago, my...
Humans are lousy drivers. The fix is coming later this year. A new car promises superhuman driving powers and it will change everything, says a noted analyst. Adam Jonas, an auto analyst at...
Almost a decade has passed since the 2007-2009 financial collapse, and the memory of careless mortgage lending that led us there is fading away. But now, we have something else that might be a bit...
We may be in a snacking season lull, what with the Super Bowl behind us and Spring Training a few weeks away. But boy are investors still gobbling up chips! Take a look at this Screener I...
The auto industry is doing well. Profits are up, sales are surging. And yet everyone is on edge. Disruption is coming. Autonomous vehicles are coming. This week, Fortune reported Cruise...
The car business is about to take us all on a wild ride. Autonomous vehicles will challenge industry business models. Electric propulsion will challenge the global economy. I talked last week...
The materials sector includes companies involved with the discovery, development and processing of raw materials. The sector is highly influenced by supply and demand, and can fluctuate based on...
With self-driving cars, the giant global auto industry is careening toward unprecedented disruption as its 100-year-old business model is turned completely inside out. That is the big takeaway...
Two of the most important developments of our time will come from advancements in artificial intelligence and autonomous cars. We may look back at the mid-2010s much like we look back on the...