Wednesday links: running the playbook
MarketsCorporate profit margins keep rising. (chartkidmatt.com)Micron ($MU) is the fastest company, by far, from $500 billion to $1 trillion in market cap. (wsj.com)ETFsCharles Schwab ($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 $11 billion... (ft.com)SpaceXFTSE Russell wants in on the SpaceX bandwagon. (ft.com)Do data centers in space make sense? (stratechery.com)Eli LillyEli Lilly ($LLY) is on a buying spree outside of its obesity business. (msn.com)Eli Lilly ($LLY) is buying three vaccine startups. (wsj.com)AIHow the bests analysts use AI. (optimisticallie.com)Do we really want to interact with 'digital twins'? (om.co)How writers can use AI without letting AI actually write. (slate.com)CybersecurityThe Cybersecurity and Infrastructure Security Agency has been gutted. (axios.com)What Mythos is teaching security researchers. (politico.com)Inside the UK's A.I. Security Institute.
Markets
- Corporate profit margins keep rising. (chartkidmatt.com)
- Micron ($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)
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