Markets
- Corporate profit margins keep rising. (chartkidmatt.com)
- Micron ($MU) is the fastest company, by far, from $500 billion to $1 trillion in market cap. (wsj.com)
ETFs
- Charles Schwab ($SCHW) and Vanguard are neck-and-neck when it comes to ETF fees. (citywire.com)
- The Roundhill Memory ETF ($DRAM) is the fastest ETF to $10 billion and $11 billion... (ft.com)
SpaceX
- FTSE Russell wants in on the SpaceX bandwagon. (ft.com)
- Do data centers in space make sense? (stratechery.com)
Eli Lilly
- Eli Lilly ($LLY) is on a buying spree outside of its obesity business. (msn.com)
- Eli Lilly ($LLY) is buying three vaccine startups. (wsj.com)
AI
- How the bests analysts use AI. (optimisticallie.com)
- Do we really want to interact with 'digital twins'? (om.co)
- How writers can use AI without letting AI actually write. (slate.com)
Cybersecurity
- The Cybersecurity and Infrastructure Security Agency has been gutted. (axios.com)
- What Mythos is teaching security researchers. (politico.com)
- Inside the UK's A.I. Security Institute. (nytimes.com)
Economy
- The K-shaped economy is real. (bonddad.blogspot.com)
- What voters are saying about higher prices. (gelliottmorris.com)
- Hannah Horvath, "In times of economic precarity, consumption has become the place where people can exercise agency." (yourbrainonmoney.substack.com)
Earlier on Abnormal Returns
- Personal finance links: measuring wealth. (abnormalreturns.com)
- What you missed in our Tuesday linkfest. (abnormalreturns.com)
- Research links: waves of disruption. (abnormalreturns.com)
- Don't miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)