Nvidia founder/CEO Jensen Huang kicked off its GTC 2026 Computex show in Taipei, Taiwan with a keynote again. Last year he outlined his clockwork like AI Infrastructure roadmap from Blackwell to Vera Rubin to Feynman and beyond. A lot was announced across...

Presented by The Weekend RipHappy Weekend! Markets were closed Monday for Memorial Day, then traders spent the shortened week chasing AI infrastructure like it owed them money. Micron, Dell, Anthropic, MongoDB, Snowflake, Marvell, Oracle, and Qualcomm...

Markets There’s little sign of stress in the financial markets. (trendlabs.com) Why the stock market often seems to defy common wisdom. (tker.co) Podcasts Patrick O’Shaughnessy talks with Dan Loeb of Third Point game. (youtube.com) Jon...

Happy Sunday. I have been with the Stocktwits leadership team all week in New York was energizing. We had team members visiting from Honduras, India, Columbia and New Jersey! This week we launch some big updates to the product. Coming soon after is...

Here’s a preview of what we’ll cover this week:  Macro: Dollar Tree Seconds A K-Shaped Economy; Inflation Is Running Hotter Than Hot Markets: Momentum Factor Can Keep Running; Software Is Breaking Out; AI Infrastructure Demand Is Still Increasing; What...

Stay in touch Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com) Are you a financial advisor? Sign up for the weekly Talking Wealth newsletter. (talkingwealthpod.com) Top clicks this week Just how much AI is driving...

The Bigger Picture, Sunday 5/30/26 As the Uber CTO illustrated a few days ago, here is a backlash developing to AI tokenmaxxing this AI Tech Wave. Now the Uber COO is asking what return they’re getting for that AI compute spend. This only months after...

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 22 Welcome to the Stocktwits Crypto Data Dive for Week 22 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 The Ferrari ($RACE) Luce doesn’t look like a Ferrari. (spyglass.org) Waymo is rolling out 100 Ojai vehicles into its autonomous commercial fleet. (sherwood.news) Consumers are flocking to Costco ($COST) to buy gas. (cnbc.com) Energy...