Markman Capital Insight

Risk Rewarded Blog

The latest investment strategies and insights from Markman Capital Insight. Helping investors get the most reward from every ounce of risk.  The latest investment strategies and insights from Markman Capital Insight. Helping investors get the most reward from every ounce of risk. 

Here Is What The Stripe Deal Means For Amazon

Here Is What The Stripe Deal Means For Amazon

Stripe may be the most important unknown big tech company, however the battle to secure its business is even more fascinating.Executives at Amazon.com (AMZN) announced last week that the company is expanding its payments arrangement with Stripe. The deal also commits Stripe to Amazon Web Services, the giant cloud computing platform.The fight is in the...

  • August 8th, 2023
CarMax Breakdown a Bad Sign for Entire Auto Industry

CarMax Breakdown a Bad Sign for Entire Auto Industry

Investors have mostly looked past automotive industry challenges. That may be changing, with big implications for the shares of the largest car resellers.Executives at CarMax (KMX) said Wednesday that demand for used vehicles is slowing as consumers face affordability challenges. Shares promptly plummeted 25%. Then Moody’s downgraded the entire sector.Aggressive...

  • August 4th, 2023
ChatGPT: Microsoft's Secret Weapon for a $315 Share Price!

ChatGPT: Microsoft's Secret Weapon for a $315 Share Price!

ChatGPT: Microsoft's Secret Weapon for a $315 Share Price!During the last two weeks one of the largest companies in the world transformed into a nimble start-up, and investors rewarded the business with billions in shareholder value.Executives at Microsoft (MSFT) announced Tuesday that the Redmond, Wash.-based company will formally incorporate artificial...

  • August 3rd, 2023
Intel Left in the Lurch as Industrial Manufacturers Switch to Custom Chips

Intel Left in the Lurch as Industrial Manufacturers Switch to Custom Chips

One of the biggest trends that nobody is talking about is the race by large companies to build custom microprocessors. This is how investors should play the idea.Cruise Automation, the automated vehicle division of General Motors (GM) last week made a surprise announcement. The San Francisco, Calif.-based company is going to develop custom chips.This...

  • August 1st, 2023
Why Solar Windows Can Fuel an Investment ‘Moonshot’

Why Solar Windows Can Fuel an Investment ‘Moonshot’

The future of energy is transparent, say companies working on clear solar panels. It’s a moonshot-type investment opportunity.Researchers at Morgan Stanley published a report last week with a startling discovery: Innovation accelerates during economic uncertainty. Analysts argue transparent solar panels are one of 20 emergent technologies with game-changing...

  • July 21st, 2023
Why the UK Credit Crisis Should Shock and Worry You

Why the UK Credit Crisis Should Shock and Worry You

The financial world is in crisis, and once again, politicians and bankers are to blame. Sadly, it is investors who will pay the big price. The trigger for the crisis occurred Sept. 23 when a new United Kingdom budget sent British government bonds reeling, and pushed pension managers into a vicious circle of forced asset sales.Investors across the...

  • July 19th, 2023
What’s Wrong With Nvidia, and What to Do About It

What’s Wrong With Nvidia, and What to Do About It

There is a new battlefront in the cold war between the United States and China, and it is a big problem for technology investors.A filing from Nvidia (NVDA) this month revealed that the Biden Administration has banned sales in China of the company’s high-end computer chips, a business worth billions. Shares plummeted. The risk to tech share valuations...

  • July 13th, 2023
Elon Musk, Steve Wozniak Sound Alarm on Dangerous AI

Elon Musk, Steve Wozniak Sound Alarm on Dangerous AI

Artificial intelligence thought leaders believe the technology might be dangerous if left unchecked. AI is a generational opportunity for investors.Elon Musk and Steve Wozniak, the co-founder of Apple (AAPL), sounded the alarm last week about the perils of AI experiments. Their Future of Life petition is nearing 20,000 signatures.Aggressive investors...

  • July 12th, 2023