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Building a second freight network across the United States would take over a century and cost more than any rival could justify, and that physical impossibility quietly funds the dividends three railroad giants pay their shareholders.
Netflix just axed 6% of its workforce and replaced its content chief days before a major earnings report, and the executive Sarandos chose to fill the role signals a sharp turn in how the company plans to compete.
Intel just lost a third of its value while rivals AMD and NVIDIA kept climbing, yet one prominent analyst sees a path that leaves the consensus in the dust. The bull case rests on a single unproven bet.
