The Weekend RipHappy Weekend! This week was basically the AI trade going from victory lap to stress test. Early strength came from servers, optics, custom silicon, and power infrastructure, but by Friday the hot jobs report, higher-rate fears,...

Markets Corporate profit margins rule all. (tker.co) AI trades are not a US-only phenomenon. (awealthofcommonsense.com) Good luck trying to forecast earnings a decade out. (ritholtz.com) ETFs A change is coming for cannabis stocks and ETFs....

Happy Sunday… I have been back on the bike a lot this last week. Five rides and it feels great. My finger has also healed to the point that I played 9 holes with my son max. The finger was heavily taped, but it worked. I have been around for a couple...

Here’s a preview of what we’ll cover this week:  Macro: AI is driving Labor Markets; High Employment + Higher Inflation Markets: The Return of Quality; The Bull Market Is Intact; SPGI: The Sequel; Nvidia: The Bull Case Keeps Writing Itself; Google Knows...

Also on the site Saying no to algorithmic slop. (abnormalreturns.com) Are you a financial advisor? Sign up for the weekly Talking Wealth newsletter. (talkingwealthpod.com) Don’t miss a thing! Sign up for our daily e-mail...

The Bigger Picture, Sunday June 7 2026 It’s the season of mega-AI IPOs this AI Tech Wave, and the three contenders are pulling out all the steps to appear as it they’re gilding the lily. Make the deals look even better than they might seem to be to...

Presented by HAPPY 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 time. To help...

OVERVIEW Stocktwits Crypto Data Dive – Week 23 Welcome to the Stocktwits Crypto Data Dive for Week 23 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 How Detroit markets pickup trucks to people who don’t really need pickup trucks. (nytimes.com) Americans are keeping their cars longer than ever. (wsj.com) Why the U.S. fell behind in EV adoption. (econofact.org) Why hybrid sales are...

TSMC is still the Fed of the Global AI Economy: Taiwan Semiconductor (TSMC) CEO C.C. Wei did his best Fed chairman impersonation and bounded AI chip growth at a 30% rate for the near term for this AI Tech Wave. He said that the global chip supply will...