I’ve outlined in recent days how companies like Moonshot AI out of China, with Alibaba, DeepSeek and others are more than doing their part innovating in AI models this AI Tech Wave. They’re accelerating this competitive efforts technically, and ramping...

Presented by The Weekend RipHappy Weekend! Oil and AI took turns wrecking the furniture, as war risk lifted crude and China’s cheaper Kimi K3 model challenged the premium embedded in America’s tech trade. Softer inflation and record bank trading...

Markets Market participants often worry about stuff that doesn’t happen. (tker.co) Why don’t we talk more about this brutal bond bear market? (etf.com) Misallocation of capital is nothing new. (ritholtz.com) Companies The biggest beneficiaries...

Good morning… As a reminder, Stocktoberfest is in New York this year on October 5-7. The details are here. If you have questions or want to sponsor just hit me up. I hope you can attend. We will of course be discussing the topics below. Before I get...

Here’s a preview of what we’ll cover this week:  Macro: The American Consumer; Credit Quality Stays High; Deal Flow Is Soaring At Record Pace; The Fed Can Afford to Wait. Markets: A Brick in the Road; Momentum Was Due for a Time-Out; The Magnificent Seven...

Stay in touch Do you work in wealth management? Sign up for our advisor-exclusive Talking Wealth newsletter. (talkingwealthpod.com) Don’t miss a thing. Sign up for our daily e-mail newsletter! (abnormalreturns.com) Top clicks this week 10 reasons to...

The Bigger Picture, Sunday, July 19, 2026 I lauded recently Apple’s continued focus on its chip roadmap under its upcoming transition this September to new CEO John Ternus. And of course Apple’s new #2 Johny Srouji, who steps up to the chief hardware...

Presented by OVERVIEWHappy Saturday Welcome to the Stocktwits Top 25 Newsletter this week! The Stocktwits Top 25 reports the 25 best-performing stocks in the S&P 500, Nasdaq 100, and Russell 2000 year to date and tracks their performances over...

New All-Time Highs in Blessings On July 12th, my wife and I welcomed our first son, Harvey Allen Thompson, into the world, and honestly, it’s hard to explain what that does to you. Watching my wife bring him into this world gave me an entirely new level...

OVERVIEW Stocktwits Crypto Data Dive – Week 29 Welcome to the Stocktwits Crypto Data Dive for Week 29 of 2026! 📊 In this issue, we’ll dive into the data to keep you informed about the progress of the overall crypto market and shine a spotlight...