The Weekend RipHappy Weekend! Megacap tech carried stocks higher this week, but the calm at the index level masked a brutal rotation underneath. Microsoft, Amazon, and Alphabet added roughly $1.5T as strong cloud growth validated massive AI spending,...

Markets Bank stocks are rallying. (trendlabs.com) How Japan’s stock market has changed over time. (apollo.com) In this market, big stocks are making really big moves. (awealthofcommonsense.com) Strategy On the limits of financial modeling. (tker.co)...

Here’s a preview of what we’ll cover this week:  Macro: Fed Backs The US Economy; Inflation Is Still the Problem Markets: Markets Finish Higher as Leadership Flips; How Is The Earnings Season?; Microsoft: Please Don’t Associate Me With OpenAI; OpenAI:...

Happy Sunday… I am excited to share the new Stocktwits MCP with the world. Get is here. The MCP allows you to turn Stocktwits inside/out and ask/prompt anything about who, what, when, where and why on Stocktwits. For those that want MORE IDEAS with...

Stay in touch Work in wealth management? Sign up for our exclusive Talking Wealth newsletter. (talkingwealthpod.com) Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com) Top clicks this week The Mag 7 era for markets...

The Bigger Picture, Sunday, August 2, 2026 The next thing the frontier AI labs are selling is time. Not smarter answers in a second. Longer runs. Agents that keep working for hours, then days, then weeks, even months. OpenAI previewed a model family...

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 time. To help...

OVERVIEW Stocktwits Crypto Data Dive – Week 31 Welcome to the Stocktwits Crypto Data Dive for Week 31 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 Ford ($F) wants buyers to customize their vehicles. (cnbc.com) These drivers go out of their way to avoid new tech. (wsj.com) What it’s like to drive the Slate Truck. (engadget.com) We need AV data from more companies than just Waymo....

Amazon, Microsoft and Google quarters see Cloud lifts: Amazon, Microsoft and Google all saw investors connect rising AI investments with robust growth in the top three global cloud businesses, driven increasingly by businesses focusing on AI applications....