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$DDOG Datadog to Join the S&P 500. The Stock Is Soaring After Hours. By Adam Levine (Barron's) -- On Wednesday after the close of trading, S&P Dow Jones Indices announced that Datadog would replace Juniper Networks on the S&P 500 index beginning on July 9.
Healthcare and AI: "50% reduction in missed colorectal polyps" means less colonoscopies 🙏🥵
This doesn't sound good for $GOOGL despite having some of the best models out there. Any thoughts @viggy_krishnan @modestproposal1 @borrowed_ideas
[Back to regularly scheduled programming:)] Contact works in marketing at $ABNB and commented on $GOOGL / $META. Feedback was negative on margin. Cost per click is increasing due to fewer clicks – Google is saying this is because of competition but contact doesn’t believe them…
Great piece. Reminded me of @GrahamDuncanNYC the playing field and interviews with @patrick_oshag nytimes.com/2025/03/27/opi…
Pretty good... except for "The internet was a low capex free lunch" part 😬
If you have strong opinions on the state of global affairs (which many do) I offer that you should educate by listening to @nfergus. It’s not partisan. It’s realistic. youtu.be/vDBZeHhx3YE?si…
youtube.com
YouTube
Conflict: Niall Ferguson on Ukraine, Taiwan, and His War of Words...
People outraged why we're spending all this money on cartoons kinda forgetting the first wave of social media was basically cat videos
Foxconn generally a good indicator and right now pointing to Jevons paradox holding true
Nah cuz AI will have replaced all our thoughts so no need for translation when you have nothing to say, just a mindless all consuming hord
What am I missing with Apple? 30 P/E with earnings growth in the mid single digits? I get that people think it’s as safe as a bond but the equity earnings yield is below their own bond yield. $AAPL
Serious question. Is Terry still relevant? Feel like he checked out a while ago FUNDSMITH Annual Shareholders' Meeting February 2025 youtu.be/NaFU5F8hI6E?si… via @YouTube
youtube.com
YouTube
FUNDSMITH Annual Shareholders' Meeting February 2025
Interesting timing Gaming chat platform Discord in early talks with banks about public listing - on.ft.com/4hiwqRa via @FT
ft.com
Gaming chat platform Discord in early talks with banks about public listing
US group has sought to broaden its appeal to a mass audience
Look guys, the AI revenue needs to materialize for this GPU spend to be worth it - but can we please stop acting like it the industry needs to do $100B of revenue off the backs of GPUs this year otherwise this is all a bubble. I keep seeing charts like in the quoted post…
We need sports without the wokeism If You Think Owning a Sports Team Is Hard, Try Naming One wsj.com/lifestyle/spor… via @WSJ
China Is Still 'Uninvestable' in 2025, Yardeni Says bloomberg.com/news/videos/20… cc @UpslopeCapital
Not a good look for the snapper $SNAP bloomberg.com/features/2024-… @business
bloomberg.com
Families Are Going After Snapchat for the Teen Fentanyl Crisis
A lawsuit argues that the platform helped dealers sell children deadly counterfeit drugs. The plaintiffs’ legal strategy could change the internet as we know it.
Nature is healing Number of candidates sitting chartered financial analyst exams falls sharply ft.com/content/56b562… via @ft
ft.com
Number of candidates sitting chartered financial analyst exams falls sharply
Changes in asset management industry threaten relevance of CFA qualification
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