Well that wait for Meta’s AI punch wasn’t long. And it seems good enough. Let me explain. Meta has an opening bid. Nine months after its founder/CEO Mark Zuckerberg tore up the open source AI strategy around Llama, and went on a multi hundred...

STOCKTWITS CHART ARTThe Stocktwits Summary 📝 Thursday 🥶: Markets stayed green on ceasefire relief, but the tape snapped back to the other storylines we shelved during the oil shock: SaaS multiples got hit hard, AI margin fears returned, and macro...

Presented by CLOSING BELLHappy Thursday! The market was in the green Thursday, again. The ceasefire news this week brought equities to where they were when the war sent prices into a nose dive. Now, all the other themes we forgot while oil was $110/barrel...

OVERVIEW Bulls Are Doing Pushups In The Middle Of The Highway Again 🐂 Cryptotwits April 9 2026 Here’s What’s Happening 👇️ Crypto today looks like a market trying to hold a memorial service and a pep rally at the same time. $BTC ( ▲ 0.55% ) is still...

Fund management Diversification is a shock absorber for Blackrock ($BLK). (wsj.com) Asset management is going to look very different in ten years. (philbak.substack.com) Prediction markets Joe Weisenthal and Tracy Alloway talk with Thomas Peterffy,...

Overnight anomaly, anti-Instagram Instagram ads, insider venting, concentration limits, asymmetric bets and the Satoshi paradox.

Meta’s ‘Good Enough’ AI strategy, AI Inc’s cybersecurity as cover for AI compute ramp, and Anthropic’s new ‘all-you-can-eat” AI Agent pricing. That plus three more things that matter today in AI Ramblings Daily #51: AI DISCUSSIONS OF THE DAY: Meta’s...

Books Five insights from “How to Disagree Better” by Julia Minson. (nextbigideaclub.com) Five insights from “Hard Feelings: Finding the Wisdom in Our Darkest Emotions” by Daniel Smith. (nextbigideaclub.com) Companies Is Disney...

I’ve maintained for months now that Anthropic is aggressively executing on its AI opportunities ahead of OpenAI especially in the enterprise. As both race towards optimistic IPOs this year. The sibling companies are currently neck and neck, even though...

Presented by CLOSING BELLMarket Said Give Peace A Chance The market rebounded, finally, after the Iranians and U.S. came to a ceasefire agreement last night, brokered by Pakistan, just before the civilization-ending 8pm deadline. The market is climbing...