#investment-thesis

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from24/7 Wall St.
1 day ago

Anthropic's CEO: AI Demand Didn't 2-3x as Expected, 'We 80x'd the Business'

“We planned our business for 2 or 3x [growth], and then we went all the way out and said the outlier would be if we could 10x our business. And he goes, the problem is that we didn't 10x, we 80x'd the business.”
Artificial intelligence
Venture
fromFast Company
2 weeks ago

Why VCs keep changing their mind about what's hot and not

Venture capital funds frequently change their investment theses in response to political and technological shifts, often adopting new buzzwords to remain relevant.
Business
from24/7 Wall St.
2 months ago

Delta Air Lines Price Prediction: One Wall Street Analyst Sees 50% Upside This Year

Delta Air Lines trades at $57.95 with Citi's $87 price target supported by structural fuel cost advantages, premium revenue growth, and expected 20% EPS growth in 2026.
Venture
from24/7 Wall St.
2 months ago

JPMorgan's Top Short Ideas, 5 Weeks Later: Were They Right?

JPMorgan's January 2026 short recommendations on Fortinet, Joby Aviation, and Transocean show mixed results five weeks later, with Joby declining 26.1%, Fortinet relatively flat, and Transocean rising significantly.
Business
fromBitcoin Magazine
3 months ago

JPMorgan: Bitcoin Is More Attractive Than Gold

Bitcoin's long-term upside versus gold strengthened as gold's rising volatility narrowed their risk gap despite Bitcoin's severe recent price crash.
Business
fromTESLARATI
5 months ago

Tesla stock lands elusive 'must own' status from Wall Street firm

Tesla's autonomy lead will drive massive market value shifts, potentially capturing hundreds of billions from a $7 trillion autonomous driving sector.
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