How institutional knowledge on building machines is lost in transit.
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It’s a strange reality for Amazon investors: how can a company break every viewership record in NFL history and still be the worst-performing stock of the Magnificent 7? In 2025, Amazon stock grew just ~5%, underperforming the S&P 500 ( 18%) and the Nasdaq ( 21%). While the Bloomberg Magnificent 7 index returned about 25%, Amazon was weighed down by massive $125 billion CapEx spending. However, as Lucas Nulsen notes, the underlying business is solid. Thursday Night Football on Prime Video just f
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It’s a strange reality for Amazon investors: how can a company bre…
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Intel is making positive progress on its restructuring goals. The company just posted a non-GAAP gross margin of nearly 38%, aligning with their internal recovery targets. While this is slightly down from the 40% seen in Q3 2025, it confirms that CEO Lip-Bu Tan’s aggressive cost-cutting measures are taking hold. Stabilizing margins are the first step toward a full turnaround. Can Intel keep this momentum through 2026? #Intel #Stockmarket #Financenews #Techinvesting #SiftStack | Sift Stack
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Intel is making positive progress on its restructuring goals. The compa…
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Sift Stack on Instagram: "Global leaders are gathering in Switzerland for Davos 2026 at a massive turning point. With record attendance, the focus has shifted from global cooperation. As the US pitches a new world order and China warns against trade wars, the "Spirit of Dialogue" is being tested like never before. Do you think Davos 2026 will impact the Greenland situation? #Davos2026 #WEF26 #GlobalEconomy #WorldPolitics #SiftStack"
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Sift Stack on Instagram: "Global leaders are gathering in Switzerla…
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Sift Stack on Instagram: "Apple just crushed expectations with their best quarter of all time. We are talking about $144 Billion in total revenue. Here is the breakdown: The iPhone Machine: The iPhone alone brought in $85 Billion, leading to a 23% increase year-over-year. The Big Surprise: While everyone was worried about the international market, the Next Big Thing was actually the recovery in China. I will be honest, I was super surprised by this rebound, and so was Lucas. Let us know what you
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Sift Stack on Instagram: "After acquiring Discover, Capital One became the largest credit card issuer in the U.S. by loan value. Founded in 1994 as a pure credit card company, COF has spent the last 30+ years evolving into a full-service bank. While credit cards still generate over 70% of revenue, the company is steadily expanding its footprint across banking, payments, and consumer finance. What do you think is next for Capital One's future? #CapitalOne #BankingEvolution #CreditCards #Discover
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Sift Stack on Instagram: "After acquiring Discover, Capital One b…
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Sift Stack on Instagram: "Local competition is hitting Apple hard. Huawei has officially reclaimed the top spot in the Chinese market by offering high-end features that some say outclass the iPhone. Can Apple win back its biggest international market? #Apple #Huawei #China #MarketShare #SiftStack"
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