← /news·[MARKETS]·JUL 11·1 min read

Mike Akins of ETF Action sees value in groups overshadowed by AI stocks

When equity returns concentrate in a narrow cluster long enough, the mechanics of the trade shift against incumbent positions. Capital chasing the same names compresses future return potent

$Marisol Quintero·NewsNTech

share //

$ cat source.txt

cnbc.com

← back to the feed Subscribe free

// related, decompiled

Tesla shares slide 11% as discount pricing squeezes profits while capex doubles on AI and robotics push

The unit economics of vehicle manufacturing leave little room for price concessions.

Chase Whitlock·2 minJUL 25

[MARKETS]02

AI spending signals send Tesla and Alphabet sharply lower

The constraint investors are now explicitly pricing is this: artificial intelligence infrastructure spending accrues upfront, at scale, and the revenue it is supposed to generate arrives later, with significant uncertain…

Isaac Yerby·2 minJUL 25

[MARKETS]03

Cloud gaming's subscriber acquisition gap pushes Amazon and Microsoft toward separate models

The first-session gap has defined the ceiling for cloud gaming since the category emerged: to reach a new player, a service must clear the hardware prerequisite and the subscription decision before a single session occur…

Devon Ashkar·2 minJUL 25