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The Latest Breaking News from New Constructs

The Fed watcher who called the 2007 housing bubble expects interest rates to stay high for ‘much, much, much longer.’ It’s payback for the unsustainable ‘free money era’

Jim Grant of Grant's Interest Rate Observer believes it will take years to undo the kinks from a decade of ultra-low interest rates.

Nvidia's revenue just soared 206% year-over-year—but its stock is dropping. It could have to do with a valuation 'disconnected from reality,' says noted skeptic analyst

Nvidia's revenue just soared 206% year-over-year—but its stock is dropping. It could have to do with a valuation 'disconnected from reality,' says noted skeptic analyst

New Constructs’ David Trainer warns that Nvidia’s stock is “priced for perfection” in a world where the ideal is a rarity at best.

Chip Designer Arm Surges In Initial Public Offering But Valuation Questioned

Chip Designer Arm Surges In Initial Public Offering But Valuation Questioned

Chip designer Arm scored an initial valuation of $54.5 billion in its initial public offering.

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A.I. could boost earnings nearly 20% by replacing human jobs, Goldman says. These are the short- and long-term winners of the boom

Goldman’s vice president of U.S. equity strategy, Ryan Hammond, believes an A.I.-enabled productivity and cost-cutting boom will boost corporate earnings for years to come.

5 reasons why Tesla stock is worth just $26 per share, according to New Constructs' David Trainer

Trainer warned that Tesla would have to earn twice the annual profit of Apple by 2032 to justify its current valuation.

A.I. hype could signal the start of the ‘fourth industrial revolution’—or it could be investor ‘FOMO’ warping the market with trillions at stake

The A.I. 'hype curve' could be nearing its peak and investors expecting the 'greatest thing since sliced bread' may end up disappointed.

Nvidia stock gained $184 billion in a day, vaulting it past Tesla. But a top analyst now calls it ‘priced for fantasy.’

David Trainer, founder of investment research firm New Constructs, ran a model showing Nvidia stock is unlikely to reward future investors at this level.

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Tesla’s stock is plummeting. Here’s why one analyst thinks it’s ‘one of the most overvalued’ on the market and could drop another 80%

Tesla’s stock is plummeting. Here’s why one analyst thinks it’s ‘one of the most overvalued’ on the market and could drop another 80%

David Trainer, CEO of investment research firm New Constructs, warns that Tesla stock is “highly overvalued” and could sink to $28 per share.

Tesla’s coming crash: As 7 analysts lower their price targets, one predicts the stock is heading to $28

Tesla’s coming crash: As 7 analysts lower their price targets, one predicts the stock is heading to $28

David Trainer of New Constructs believes the selloff in Tesla shares isn’t remotely big enough to bring the EV king’s stock in line with its fundamentals.

SVB's collapse could lead to 'contagion' among regional banks—but experts say it's not a systemic risk to the entire financial system

SVB's collapse could lead to 'contagion' among regional banks—but experts say it's not a systemic risk to the entire financial system

“We do not believe there is contagion risk for the rest of the banking sector on the heels of SVB's struggles,” David Trainer, CEO of the investment research firm New Constructs, told Fortune.

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