Mwangi Enos
- Indexed articles, last 90 days
- 62
- Latest publication
- Sep 17, 2026
- Outlet visibility, for yahoo.com
- Top 1K sites
- Earliest in this view
- Jul 4, 2026
Latest articles
Jim Cramer delivers unmistakable 2026 must-buy call on AI stock (opens the original)
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I wrote about Broadcom CEO Hock Tan brushing off Anthropic CEO Dario Amodei's call to slow AI development, saying his revenue targets hadn't budged. This time, a different CEO made a different but equally important argument, which Jim Cramer responded to. "The most important post you will read on this MUST BUY stock. Cramer wrote on X (formerly Twitter) linking to CrowdStrike (CRWD) CEO George Kurtz's response to Amodei's essay. That's not how you talk about a stock you're not sure about. Kurtz'
Broadcom CEO delivers blunt verdict on AI’s biggest debate right now (opens the original)
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Even before we go deeper, I want to be upfront about this. I think Dario Amodei's concerns about the pace of artificial intelligence (AI) development deserve to be taken seriously. As the CEO of Anthropic, one of the companies building this technology, he has a front-row view of where AI is heading. That alone gives his warnings a perspective most of us don't have. Dario Amodei published an essay titled "We Must Pace the Frontier" on Sep. 12, 2026, calling for an intentional slowdown in advanced
How a Costco partner's bankruptcy could benefit its biggest rival (opens the original)
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I have covered two bankruptcy stories before. Not from the usual angle of what happened and why; for each, I dug deeper into who could win from the wreckage. The Magellan Aerospace story led me to Howmet. The IKEA store closures pointed me to Target. This week's Chapter 11 filing from Focus Factor maker Synergy CHC Corp. points me squarely to Reckitt Benckiser (RBGLY). Synergy CHC filed for bankruptcy on September 4, 2026, in the U.S. Bankruptcy Court for the District of Columbia, TheStreet repo
Morgan Stanley revamps Oracle stock price target (opens the original)
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Oracle (ORCL) has been a goliath in enterprise technology for decades. Lately, Oracle Cloud Infrastructure (OCI) has emerged as the primary growth engine because of the AI boom. Oracle just delivered a very solid quarter. Cloud infrastructure revenue grew 121% year over year. Total revenue hit $19.3 billion, up 30%. The company booked more than $30 billion in new AI cloud contracts in a single quarter. Remaining performance obligations reached $664 billion, up $209 billion year over year. Yet th
Morgan Stanley delivers blunt message to America’s pet owners (opens the original)
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If you own a dog or a cat, you almost certainly have a Chewy box somewhere in your house. Chewy has spent years building a loyal, subscription-driven customer base of pet owners who buy food, medicine, and supplies automatically, month after month. You might be that loyal customer. But the problem right now is that even loyal pet owners are watching their budgets. Morgan Stanley reviewed Chewy's Q2 fiscal 2026 results in a note titled Managing Through the Treat-cession, which it shared with TheS
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