Walmart & AI: Clever, or Just Clever Marketing?

He laid it all out at the ICR Conference, didn’t he? A lot of promises about “deeply addressing customer problems.” Which, translated from corporate-speak, probably means subtly manipulating us into buying more things we don’t need. They’re not solving problems; they’re creating solutions to problems they manufactured. It’s brilliant, really. And terrifying.

Palantir: A Most Promising Venture

Tyler Radke, a gentleman of some discernment at Citigroup, anticipates a continuation of this agreeable state of affairs. He has, with a degree of confidence that is not entirely unwarranted, upgraded his assessment of the stock, suggesting a price of $235. His reasoning, gleaned from conversations with those who direct the affairs of large organizations, is that the demand for Palantir’s services will only increase as budgets expand and the applications for their technology multiply. Moreover, the American government, ever mindful of its own security, appears determined to modernize its systems, a circumstance which, naturally, bodes well for those who provide such services.

The Algorithm & The Dividend: A Curious Case

Take Vertiv, for example. A perfectly respectable manufacturer of cooling and electrical systems. They’ve multiplied their dividend fivefold in three years. A commendable effort, certainly. But the yield? A paltry 0.1%. The share price, you see, has taken flight, propelled by the insatiable demand for servers and data centers. It’s a cruel irony. The dividend, meant to reward loyalty, is swallowed whole by the very growth it signifies. Micron Technology suffers a similar fate. A fleeting 0.9% yield, now reduced to a whisper. One begins to suspect a conspiracy. A deliberate attempt to mock the patient investor.

Games That Faced Refund Waves After Promised Features Vanished

The game was advertised as a large-scale, online survival experience set in a ruined America. However, players quickly found it was a much smaller, action-focused game reusing existing assets. The studio shut down just days after launch because of the strong negative reaction and couldn’t afford to continue. Steam, in an unusual move, offered full refunds to everyone who bought the game, even if they had played it for a long time.

Teaching History and Culture Through Movies

Movies aren’t meant to replace books or original documents; they’re best used with them. When teachers use films effectively, they can help students understand the context, feelings, and different viewpoints that written texts sometimes miss.

Rivian: A Gamble on Progress

The company, unlike some of its rivals, did not succumb to the siren song of immediate expansion, of chasing volume at the expense of careful construction. A curious decision, perhaps, in a world obsessed with quarterly pronouncements, but one that hinted at a longer view. Indeed, the number of carriages delivered in 2025 diminished from the prior year, a fact readily seized upon by the more excitable observers. Yet, within this seeming setback lay a subtle strategy: a preparation, a focusing of resources upon the creation of a new model, one intended not for the wealthy few, but for a broader stratum of society. This ‘R2’, as it is known, is to be a carriage of modest cost, yet possessing the virtues of range, comfort, and a swiftness that would surely turn heads. A bold undertaking, to be sure, and one fraught with peril.

Nu Holdings: A Cautious Observation

Let us proceed, then, to examine this entity, to understand the currents that propel it, and to acknowledge, with a degree of sober realism, the inevitable vulnerabilities inherent in any such undertaking.