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The Doctor Will Zoom You Now: Doximity’s Telehealth Moat And AI Suite Power A Surprise Aftermarket Recovery -( $DOCS )

by John F. Heerdink, Jr. August 6, 2026 512Views 0Likes

Doximity, Inc. (NYSE: DOCS) shares sold off into the close today but then staged a sharp rebound in the after‑hours session, with the stock surging more than 60 percent off its regular‑session levels as investors reassessed the company’s fiscal 2027 first‑quarter results…

Google’s Eric Schmidt Says Kill the Switch; Sovereign AI Says Build Your Own Control Room -( $GOOG $GOOGL )

by John F. Heerdink, Jr. August 6, 2026 495Views 0Likes

Wall Street is finally admitting what Eric Schmidt just said out loud: if AI is going to be powerful enough to “pull the plug” on us, it had better be built in a way that lets nations and investors keep their hand…

China’s Robot Economy Is Already Here, and Beauty Is Learning the Same Lesson -( $YSG )

by John F. Heerdink, Jr. August 2, 2026 261Views 0Likes

The BBC’s recent look at Geek+ makes one point very clearly: the future of retail is being built in warehouses, not just in boardrooms. At Geek+’s factory in Hefei, fleets of autonomous robots are assembled and tested before heading to warehouses around…

Spider-Man Just Did What Theaters Needed Most -( $AMC $DIS $SONY )

by John F. Heerdink, Jr. August 2, 2026 288Views 0Likes

Spider-Man Just Did What Theaters Needed Most - highlights the renewed attention around the movie-theater market and the latest entertainment developments. Spider-Man Just Did What Theaters Needed Most - Sony Group (NYSE: SONY) and Walt Disney Co. (NYSE: DIS) have their own…

UEFA’s FIFA Boycott Threat, the World Cup Boom, and a Very Expensive Game of Chicken -( $BAC $BUD $KP $MAR $MCD $PEP $UL $V $VZ )

by John F. Heerdink, Jr. July 30, 2026 353Views 0Likes

UEFA’s threatened FIFA boycott is still the headline fight, but the bigger investment story is that global football has become too lucrative, too watched, and too commercially engineered to stay politely in the background. FIFA is trying to turn its competition portfolio…

The Fed’s Next Move: A Hawkish Case Meets a Patient PolyMarket

by John F. Heerdink, Jr. July 28, 2026 257Views 0Likes

SMBC’s Joe Lavorgna’s message is simple enough to fit on a coffee-stained napkin: inflation is not done misbehaving, and the Fed may need to hike rather than hug the pause button. The market, meanwhile, is still leaning toward “no change,” which means…

SpaceX Is Reordering the Rocket Economy, One Starship Test at a Time -( $SPCX $TSLA )

by John F. Heerdink, Jr. July 28, 2026 302Views 0Likes

SpaceX’s newest act is less “rocket launch” than corporate handoff: Falcon 9 is still the cash machine, but Starship is being treated like the heir apparent with a very expensive college fund. Bloomberg reports that SpaceX is already steering some customers away…

Robots Learned to Feel. Markets Are Paying Attention -( $AMD )

by John F. Heerdink, Jr. July 27, 2026 224Views 0Likes

At an AMD conference, a humanoid robot named Gene.01 did something that would have felt like science fiction a decade ago: it sensed a human hand before contact, registered touch with unusual precision, and reacted with a kind of mechanical politeness that…

As Samsung and SK Hynix Rise, Seoul Housing Feels the Afterglow -( $SKHY )

by John F. Heerdink, Jr. July 27, 2026 291Views 0Likes

South Korea’s AI trade is no longer just a chip story; it is becoming a property story too, with Samsung Electronics and SK Hynix (SKHY) helping drive a market rally that is now spilling into apartments, down payments, and the psychology of…

Jamie Dimon on Bonds, AI and Deficits: Why Wall Street Should Stay Alert -( $JPM $SPY)

by John F. Heerdink, Jr. July 23, 2026 314Views 0Likes

Jamie Dimon’s latest interview had the kind of calm, polished menace Wall Street loves: the economy is sturdy, AI is real, bonds are not his favorite date, and government deficits are the sort of thing that tend to arrive uninvited and stay…

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