Growth Investing and Market Commentary by Gary Black
AVAV rises 15 percent on earnings beat and guidance, Gary Black notes
Gary Black, managing partner and investor at The Future Fund, reports that AVAV shares jumped 15 percent after hours following a fourth-quarter earnings beat and a higher-than-expected revenue ...
Gary Black: Tesla, Waymo and Uber push for unsupervised autonomy in robotaxi sector
Gary Black, managing partner, investor at The Future Fund, summarizes key competition among Tesla, Waymo and Uber as they strive to scale unsupervised autonomy in the robotaxi market. The ...
U.S. stocks drop and Brent crude falls as Strait of Hormuz reopens, Gary Black notes
Gary Black, managing partner and investor at The Future Fund, reports that U.S. stocks declined on Friday, with SPX falling 0.5% and NDX dropping 1.2%, amid broad semiconductor selloffs and ...
Gary Black: Memory chip boom at MU may last longer than expected
Gary Black, managing partner and investor at The Future Fund, comments on the outlook for MU following its latest earnings report. He emphasizes that the key issue was not the size of the ...
TSLA underperforms NDX over multiple time frames, Gary Black notes
Gary Black, managing partner and investor at The Future Fund, compares TSLA's performance to NDX amid falling U.S. 10-year treasury yields. Over 1, 3, and 5 years, TSLA has consistently lagged ...
Gary Black: U.S. tech stocks steady as investors await MU results and $29.4B SK Hynix listing
Gary Black, managing partner, investor at The Future Fund, reports that U.S. markets halted their decline in tech stocks as investors look ahead to tonight's MU earnings release. Oil prices fell ...
SPCX investors paying 150x 2026 EV/EBITDA versus 19x for NVDA, Gary Black argues
Gary Black, managing partner and investor at The Future Fund, questions the valuation of SPCX after it surpassed $200. Black points out that investors are paying 150 times 2026 EV/EBITDA for a ...
Gary Black: U.S. stocks fluctuate as oil drops below $80
Gary Black, managing partner and investor at The Future Fund, reports that U.S. stocks moved without clear direction in pre-market trading as U.S.-Iran peace talks progressed, causing Brent crude ...
Half of FOMC members foresee a rate hike, Gary Black confirms
Gary Black, managing partner and investor at The Future Fund, clarifies that 9 of 18 FOMC members expect at least one quarter-point rate hike this year while the other 9 anticipate no move or a ...
Gary Black: U.S. stocks advance ahead of Fed decision and Warsh press conference
Gary Black, managing partner and investor at The Future Fund, reports that U.S. stocks increased pre-market, with SPX up 0.2% and NDX up 0.6%. This move comes ahead of today's Federal Reserve ...
U.S. stocks hold steady on BoJ rate hike and China retail sales decline, Gary Black notes
Gary Black, managing partner and investor at The Future Fund, reports that U.S. stocks paused following a Bank of Japan rate hike to levels last seen in 1995 and disappointing retail sales data ...
Gary Black: SPCX IPO opens at $150, rises to $164 after debut
Gary Black, managing partner, investor at The Future Fund, discusses the debut performance of SPCX shares. The SPCX IPO opened at $150, which was 11% above its IPO price of $135, and subsequently ...
Stocks rally and oil falls after Strait of Hormuz reopens, Gary Black notes
Gary Black, managing partner and investor at The Future Fund, reports that U.S. stocks rebounded Thursday as traders bought the dip following the swift end of U.S. strikes on Iran, which raised ...
Gary Black: U.S. stocks fall after U.S.-Iran strikes and Trump retaliation
Gary Black, managing partner and investor at The Future Fund, reports that U.S. stocks declined following overnight U.S.-Iran strikes prompted by U.S. President Donald Trump’s retaliation for an ...
AI-related stocks gain for second day as Middle East tensions ease, Gary Black notes
Gary Black, managing partner, investor at The Future Fund, reports that U.S. stocks rebounded as interest in AI-related shares strengthened for a second consecutive day. Nvidia (NVDA) and Marvell ...
Gary Black: U.S. stocks steady as Brent crude hits $97 and TSLA rises before SPCX IPO
Gary Black, managing partner and investor at The Future Fund, reports that U.S. stocks stabilized in pre-market trading. Renewed Iran-Israel missile strikes pushed Brent crude to $97 per barrel ...
U.S. job growth in May reaches 172000, Gary Black notes
Gary Black, managing partner, investor at The Future Fund, highlights that U.S. job growth for May surpassed forecasts with 172,000 new jobs added compared to expectations of 88,000. He notes ...
Gary Black: Stocks decline pre-market on AI weakness and interest rate concerns
Gary Black, managing partner and investor at The Future Fund, reports that stocks fell in pre-market trading due to weakness in artificial intelligence and AVGO's soft guidance on Wednesday night. ...
Stocks fall pre-market after weak chip guidance and Bitcoin decline, Gary Black notes
Gary Black, managing partner, investor at The Future Fund, reported that stocks declined in pre-market trading, with the SPX down 0.4% and the NDX falling 1.1%. This move followed weak AI chip ...
Gary Black: AVGO drops after hours as AI guidance misses expectations
Gary Black, managing partner and investor at The Future Fund, highlighted that AVGO shares fell 6.7 percent after hours following its second-quarter earnings report, which beat expectations. He ...
AVGO gains with custom AI chip growth, Gary Black notes
Gary Black, managing partner and investor at The Future Fund, highlights that AVGO (Broadcom) and MRVL are emerging as major beneficiaries amidst Wall Street's increased interest in custom AI ...
