Growth Investing and Market Commentary by Gary Black
Gary Black: U.S. stocks rise as earnings outlook offsets Middle East risk
U.S. stocks edged higher as solid earnings prospects from banks and AI firms this week largely offset increased Middle East risks, following Houthi militant strikes against Saudi Arabia that ...
TSLA urged to follow AAPL advertising playbook, Gary Black argues
Gary Black, managing partner and investor at The Future Fund, suggests that TSLA should emulate AAPL’s advertising approach used in the cell phone market as vehicle autonomy becomes more of a ...
Gary Black: Ride hailing firms to offer self-driving and chauffeured options within 3-5 years
Gary Black, managing partner and investor at The Future Fund, expects that within 3 to 5 years, all ride hailing services will provide both chauffeured and self-driving options for their entire ...
Starbucks and Chipotle lack sufficient brand overlap for successful merger, Gary Black argues
Gary Black, managing partner and investor at The Future Fund, questions the strategic benefits of a potential merger between Starbucks and Chipotle. According to Black, the overlap between the ...
Gary Black: U.S. stocks drop as Brent crude surges and yields climb
Gary Black, managing partner and investor at The Future Fund, reports that U.S. stocks declined Thursday as Brent crude spiked 4 percent to $104 following news that the White House asked the ...
U.S. stocks stall, Brent crude surpasses $100 after Iranian attacks, Gary Black notes
Gary Black, managing partner and investor at The Future Fund, reports that U.S. stocks stalled in pre-market trading Wednesday. This comes as intensified Iranian attacks on tankers in the Strait ...
Gary Black: U.S. stocks approach highs as Brent crude and yields fall
Gary Black, managing partner and investor at The Future Fund, reports that U.S. stocks approached new highs in pre-market trading Tuesday, with the S&P 500 up 0.2% and the Nasdaq 100 up 0.3%. He ...
U.S. stocks fall pre-market as euro slumps, Gary Black notes
Gary Black, managing partner and investor at The Future Fund, reports that U.S. stocks moved lower in pre-market trading amid growing political and fiscal strain in Europe. Spain's decision to ...
Gary Black: TSLA reports strong consecutive delivery numbers with Q3 at 486.5K
Gary Black, managing partner and investor at The Future Fund, highlights that TSLA has now posted two consecutive very strong delivery numbers. On Friday, the company reported third-quarter ...
U.S. stocks rise before payroll data, Gary Black notes
Gary Black, managing partner and investor at The Future Fund, reports that U.S. stocks advanced in pre-market trading on Friday ahead of the September non-farm payrolls data. Brent crude oil ...
Gary Black: U.S. stocks mixed as global bond selloff intensifies
Gary Black, managing partner, investor at The Future Fund, reports that U.S. stocks were mixed in pre-market trading as the global bond selloff gained momentum and a rebound in oil prices offset ...
U.S. stocks gain before ADP payrolls and PCE report, Gary Black notes
Gary Black, managing partner and investor at The Future Fund, reports that U.S. stocks ticked higher in pre-market trading ahead of ADP payrolls, August PCE inflation data, and Micron earnings. ...
Gary Black: U.S. stocks advance pre-market as yields ease and Meta recovers
Gary Black, managing partner and investor at The Future Fund, reports that U.S. stocks moved higher in pre-market trading ahead of key PCE and payroll data. Brent crude oil remained steady, ...
Nvidia increases buyback capacity to $235 billion, Gary Black notes
Gary Black, managing partner and investor at The Future Fund, notes that Nvidia has added $150 billion to its buyback program, increasing the total capacity to $235 billion and extending through ...
Gary Black: Meta's consumer AI strategy compared to Apple's 2007 iPhone launch
Gary Black, managing partner and investor at The Future Fund, highlights Meta's growing focus on consumer AI. Black notes that the company's Muse assistant is strengthening Meta's push into ...
Unsupervised autonomy in EVs and AI agents is not exclusive, Gary Black notes
Gary Black, managing partner and investor at The Future Fund, argues that it is misguided to assume only TSLA can deliver unsupervised autonomy in electric vehicles. Black compares TSLA's ...
Gary Black: META shares seen attractive with growth in AI agent Muse
Gary Black, managing partner and investor at The Future Fund, believes META will continue to rise as investors recognize the impact and reach of its new Muse personal AI agent. According to Black, ...
Tesla expands U.S. EV market share due to reduced competitor spending in 2025, Gary Black argues
Gary Black, managing partner and investor at The Future Fund, argues that two main factors contributed to Tesla increasing its electric vehicle market share in the U.S. in 2025. According to ...
Gary Black: META is second top media pick with strong revenue growth outlook
Gary Black, managing partner and investor at The Future Fund, highlights that META remains one of his top 15 positions and is his second favorite media and communications stock after GOOG. He ...
U.S. stocks rise and oil falls before CPI data, Gary Black notes
Gary Black, managing partner and investor at The Future Fund, reports that U.S. stocks advanced with the S&P 500 index up 0.5% and the Nasdaq 100 up 0.6% as oil prices declined, with Brent crude ...
Gary Black: Uber stock rises after CEO buys $10 million in shares
Gary Black, managing partner and investor at The Future Fund, highlights that Uber stock increased after the CEO purchased shares worth $10 million. He adds that Uber is well-positioned to ...
