Herb Greenberg | On the Street

Herb Greenberg | On the Street

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November 2025

What the AI Bubble REALLY Rhymes With. (It's Something Nobody Talks About.)
Also, could Expedia be an AI loser? And did you hear the one about the company that called its pre-Thanksgiving restatement a 'revision,' then fired its…
 • Herb Greenberg
New Red Flag Radar
Why I'm flagging this online gaming company, you likely have never heard of, to my Red Flag Radar – on Thanksgiving, no less.
 • Herb Greenberg
Whac-A-Mole Part Deux: Is This Why Meta Doesn't Stop the Fake Ads?
Doing so, a Reuters report suggests, would eliminate what turns out to be a large source of profits.
 • Herb Greenberg
Possible Fraud Alert – THEY'RE BACK!
Good luck eradicating what appears to be yet another edition of a Whac-A-Mole of stock market fraud. The question: How does Meta allow it to continue?
 • Herb Greenberg
The Wrap: When Gravity Takes Hold
Also, AI's surprising impact on healthcare costs and... what exactly is a bubble? Plus, the widely ignored role AI is playing in pushing healthcare…
 • Herb Greenberg
Red Flag Updates: SharkNinja, UPS and Paycom
As is often the case, the devil is in the filings. Or with SharkNinja, it was hiding in plain sight.
 • Herb Greenberg
Connecting A Few Dots on CoreWeave
In light of that mysterious 'delay,' a few fun facts.
 • Herb Greenberg
The Wrap: Making it Up As They Go Along
Also, AI fatigue, the rising AI credit crisis and my chipping Apple keyboard.
 • Herb Greenberg
Updates: SharkNinja, Paycom, Genpact, UPS.
Hubris in high gear on earnings calls, but so is evasion.
 • Herb Greenberg
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