HeyJaredShivaram Rajgopal
- Indexed articles, last 90 days
- 4
- Latest publication
- Sep 15, 2026
- Outlet visibility, for yahoo.com
- Top 1K sites
- Earliest in this view
- Jul 6, 2026
Latest articles
What Happens To Big Tech Stocks If AI's Bet Doesn't Pay Off (opens the original)
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If AI's bet doesn't pay off, here's the arithmetic — not the adjectives. This is a scenario analysis built around named public companies. It is not a price target, a forecast, or a recommendation to buy or sell any security, and the author is not a registered investment adviser. Microsoft, Amazon, Google and Meta have committed hundreds of billions of dollars to AI data centers, chips and cloud capacity. Nvidia, Broadcom and Oracle are building and financing much of it. OpenAI and Anthropic are
Stock Exchanges Usually List Companies. Tokyo Is Trying To Improve Them. (opens the original)
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I've spent the last two weeks in Japan learning about their corporate governance reforms. One initiative stands out. In March 2023, the Tokyo Stock Exchange (TSE) asked every Prime and Standard Market company to explain whether it was earning its cost of capital, and to publish a plan to fix things if it wasn't. Then it started publishing, every month, a list of who had responded and who hadn't. Three years later, the results are hard to ignore. And it raises an obvious question: why hasn't any
SpaceX Got An ESG Rating Of CCC. But How Many Billions Is CCC Worth? (opens the original)
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One day before SpaceX priced the largest IPO in history—a $75 billion raise that valued Elon Musk's rocket-and-AI conglomerate near $2 trillion—MSCI ESG Research handed the company a CCC rating. That is the bottom of MSCI's seven-tier scale, a tier that also includes companies facing severe sanctions-related exposure. SpaceX's governance score came in at 3.2 out of 10. Its controversies score: 1 out of 10. Musk's response, posted to X within hours, was characteristically dismissive: "Unfortunate
Bending Spoons Paid $3.3 Billion For AOL, Vimeo And Eventbrite. Its Pro Forma 2025 Profit Was Just $22 Million. (opens the original)
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The Nasdaq debut got a nostalgia headline. The prospectus raises the harder question: whether the acquisition math works once the restructuring, R&D and debt are put back into the story. The acquisition math behind the nostalgia headline Bending Spoons' Nasdaq debut produced exactly the kind of story markets like: an Italian software company few public-market investors knew well now owns AOL, Vimeo, Evernote, WeTransfer and Eventbrite, after building a reputation for buying familiar digital bran
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