Autos The Cybertruck is a flop. (futurism.com) The stick shift is nearly dead. (msn.com) Americans are snapping up hybrids. (wired.com) Expanded EV use has made for cleaner Beijing air. (reasonstobecheerful.world) Transport Too many guardrails need...

Google Earnings & Rising AI Capex: Alphabet/Google reported strong Q2 results, and a higher AI capex budget of $205 billion. As I broke down on ARD #125, Google is ‘backing up the truck’ on AI infrastructure: it lifted the 2026 capex guide to ~$205B...

OVERVIEW Man Holds Bag Long Enough That It Now Qualifies As An Heirloom 👴 Here’s What’s Happening 👇️ Today’s top trending tickers: $TAO ( ▼ 1.73% ) , $HYPE ( ▼ 0.76% ) , $ROAM ( ▲ 11.62% ) , $AERO ( ▼ 3.31% ) , and $BONK ( ▲ 0.74% )   NEWSBTC...

Today’s theme is threading the needle. Now imagine doing it at high speed and scale. At breakneck speed, with lots of variables and lots of high-probability uncertainties. That is what is going on for at least three entities I want to talk about...

ETFs Michael Batnick talks with James Seyffart of Bloomberg Intelligence about the explosion in leveraged ETFs. (youtube.com) More than half of new ETF launches in 2026 are single stock. (ft.com) Eric Balchunas and Joel Weber speak with James Seyffart...

So there’s a ‘new’ big AI concern rippling through this AI Tech Wave: the latest frontier models seem to be figuring out how to break out of their test environments while being probed on their safeguards. The headlines are doing what headlines do. Axios...

STOCKTWITS CHART ARTThe Stocktwits Summary 📝 Thursday 🛢️: Growth stocks took the hardest hit in a broad risk-off session, with the S&P 500 down 1.2%, the Nasdaq down 1.9%, the Dow down 1%, and the Russell 2000 down 0.6%. Rising oil prices,...

Presented by Good evening, and happy Thursday. Oil hit $100/barrel by some counts, while tech fell big time on two giant whopping CapEx reports from Tesla and Google. So why did oil climb? War of course, and it never changes. Truth Social posts said the...

OVERVIEW The Outflows Are Like Draining The Pool With A Cocktail Straw 😶 Here’s What’s Happening 👇️ Today’s top trending tickers: $WIF ( ▼ 2.01% ) , $WLFI ( ▼ 4.38% ) , $KTA ( ▼ 4.7% ) , $CC ( ▼ 3.42% ) , and $ADA ( ▼ 3.87% ) NEWSFarewell, BitMEX 🫡...

Today’s theme: the big tech companies are ‘backing up the truck’ on AI-infrastructure spend. Google is the latest example this earnings season — ramping AI capex hard even as its free cash flow goes negative for the first time in decades — with...