The Bigger Picture, Sunday, May 24, 2026 After this year’s Google I/O Developer conference this week, I called and outlined Google out as the most likely winner of the Consumer AI opportunity in this ‘mainframe’ phase of the AI Tech Wave. Especially as...

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...

OVERVIEW Stocktwits Crypto Data Dive – Week 21 Welcome to the Stocktwits Crypto Data Dive for Week 21 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...

Autos Nearly 30% of cars sold globally this year will be electric or plug-in hybrid. (semafor.com) Carvana ($CVNA) is getting into new car sales. (wsj.com) Waymo is still working out some kinks. (futurism.com) Confessions of a former robo-taxi...

View the video of this post here. Over the last 30 years, the purchasing power of the US Consumer Dollar has been cut in half due to inflation. At the same time, the S&P 500 has gained 828% (7.7% per year) AFTER adjusting for inflation. Why you need...

1. Nvidia Q1 2027 Reigns On — Sans China: Wednesday’s earnings report from Nvidia did its now-customary thing — beat the highest analyst estimates, then raised the next quarter’s guidance even higher. Revenue grew 85% to $81.6 billion in the three...

Presented by STOCKTWITS CHART ARTThe Stocktwits Summary 📝 Friday 🧠: Stocks climbed into the long weekend as growth trades ignored ugly macro vibes and the worst consumer sentiment reading on record. Nvidia kept the AI trade standing, Lenovo lit up Dell...

Presented by CLOSING BELL The market climbed Friday after Nvidia kept the AI trade standing and Thursday’s bond scare started to slow slightly. Maybe the swearing-in ceremony of new FOMC chair Kevin Warsh helped calm vigilantes. Tech led the midday...

BITCOIN PIZZA DAYHappy Bitcoin Pizza Day 🍕 Click to enlarge. Gather ye round and lend thine ears unto a tale of woe so vast that merchants yet mark it upon their calendars, calling it Pizza Day, that none might forget what hath transpired upon...

The Mega-AI IPO Mega-Wave is on the calendar. Now the valuation debates begin. Three trillion-dollar names — SpaceX/xAI, OpenAI, Anthropic — sprinting to file. Each one comes with a very different valuation argument now sitting on the analyst desks. Rev...