Today’s theme: everyone’s ready for seconds. The AI ‘Wall of Worry’ is receding and AI trades are getting ‘more crowded’ — green lights flashing faster, which itself means more reasons to keep watching. Especially in the week SpaceX/xAI prices its...

Federal sports betting regulation, IPO list-keeping, an expanding stock market and questionable league-table rankings.

Podcasts Cameron Passmore and Benjamin Felix talk with Ben Carlson, author of “Risk and Reward.” (rationalreminder.libsyn.com) Peter Lazaroff talks with Prof. Henrik Bessimbinder about the long term record of the stock market....

Paraphrasing an iconic Intel campaign, it’s Apple’s AI strategy, with ‘Google & Nvidia Inside’. Let me unpack. The suspense over around AI Siri with WWDC 2026 yesterday. With positive reviews. in these early, pre-release days. Some even echoing my...

Presented by CLOSING BELL Well, the market fell Tuesday, after a hopeful climb Monday as traders returned from the weekend, and hoped Fridays sell off was a fluke. It might not have been. Small caps gained, the Dow was flat, but tech and the S&P 500...

OVERVIEW Everyone Is Just Waiting For The CPI ⌚️ Here’s What’s Happening 👇️ Today’s top trending tickers: Keeta, RENDER, TROLL, Cardano, and Mask Network Biggest winners: $BEAT ( ▲ 10.37% ) , $CC ( ▲ 1.31% ) , $ZEC ( ▼ 4.76% ) , $USDC ( ▲ 0.01% ) , and...

Today’s theme: the 2026 AI roadmap for the second half is now far clearer — it’s coming into focus. Why? We now have three mega-AI IPOs all confidentially filed — each a trillion dollars and more — and four major developer conferences over the last week and...

Good afternoon… What an exciting week for people that love markets. Stocktwits is as busy as I have ever seen it with the $VIX ( 0.0% ) spiking and the tech stocks selling off ahead of the SpaceX IPO. Late stage private markets have been incredibly active...

Exit and voice, pod-shop alpha capture, AI for fund documents, retraining metaverse engineers as electricians and natural sports risk. 

Research Just how activist are activist investors? (ft.com) Which analysts add the most value? (klementoninvesting.substack.com) How much of S&P 500 profits is being driven by investment gains? (substack.com) What happens when you properly measure...