This article was written byFollowTourlite Capital Management, LP is an asset management firm focused on long/short equity investing in public companies. Note: This account is not managed or monitored by Tourlite Capital Management, and any messages sent via Seeking Alpha…

Chatter about an AI bubble has been everywhere lately, and top tech companies like Google, Meta, and Microsoft have doubled down on their AI investments for 2026. But how have analysts in the past accurately identified forming tech bubbles? Hosts…

Billionaire hedge fund manager Bill Ackman said he will unveil a new proposal next week involving Fannie Mae and Freddie Mac, the mortgage-finance giants that have been under federal conservatorship since the 2008 financial crisis. Ackman said in a post…

On-demand living, from home services to grocery delivery to ride-sharing, was once framed as the domain of convenience-hungry Millennials and Gen Z’ers. But look around any neighborhood on any given day and you’ll see a different reality unfolding. A steady…

Unlock the Editor’s Digest for freeRoula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter.Three years ago, Mali’s military junta expelled French troops, a two-fingered gesture to the old colonial power that was applauded by many…

This article was written byFollowFiduciary Management, Inc. (“FMI”), founded in 1980, is an independent money management firm based in Milwaukee, Wisconsin. FMI’s equity investing strategies apply a value discipline, with a focused approach firmly rooted in fundamental research. As of…

Social commerce—or shopping through platforms like TikTok and Instagram—hasn’t been a smash hit in the US, in part due to ongoing distrust of tech giants among consumers and big retailers. To help ensure AI initiatives don’t encounter similar resistance, major…

Andy Gullahorn, a gifted singer-songwriter, recently delivered a gift of his own with an unlikely wrapper. Using a provocative metaphor, he asks: “Does it really count as ‘Yes’ without a chance of ‘No’?” His point is philosophical, not salacious—real desire…

Joe Kiniry, a security expert specializing in elections, was attending an annual conference on voting technology in Washington, DC, when a woman approached him with an unusual offer. She said she represented a wealthy client interested in funding voting systems…

American households’ debt burdens increased to the highest level on record in the third quarter of 2025, according to a new report by the Federal Reserve Bank of New York. The New York Fed’s Center for Microeconomic Data released its quarterly…