Salesforce Taking Things Slow with Agentforce

AI boom unfortunately has some parallels to the 90s tech bubble, says Chris Caso

Freeport McMoRan could gain from Trump’s copper tariffs

Not totally obvious Trump will be willing to delay tariffs next week, says Tobin Marcus

Comcast Is a Complicated Company. Its Stock Presents a Clear and Simple Opportunity.

Snowflake upgrade due to better demand environment and AI tailwinds, says Alex Zukin

Legislative agenda has gotten more complicated in light of DOGE efforts, says Tobin Marcus

Spinoffs Are Often Market Winners. A Deal From Homebuilder Lennar Will Be a Test.

Cash App, Venmo app downloads decline

Wall Street’s Trumphilia, A New Comcast Spin Idea & Elon’s Buddy in D.C.