The Bigger Picture, Sunday June 21, 2026 It’s easy to be transfixed by all things AI here in the US of late. So much drama, progress, and momentum. Especially in the public markets after SpaceX/xAI of late, and two more mega-AI IPOs to come. This AI Tech...

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 25 Welcome to the Stocktwits Crypto Data Dive for Week 25 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 Carvana ($CVNA) plans to sell new cars. (cnbc.com) Lyft ($LYFT) and Uber ($UBER) prices for the same ride can differ dramatically. (consumerreports.org) Uber ($UBER) AVs are coming to Houston. (techcrunch.com) Waymo Waymo has a construction...

Charts > Narratives Most market content is built around one chart stretched into 700 words. Sometimes that has its place. But let’s be honest, a lot of people would rather hear themselves talk than listen to the message of the market. That ain’t the...

Anthropic ‘The Blip 2.0’ Continues: A full week has gone by since Anthropic’s top Mythos and Fable 5 models were unceremoniously taken off the global market by the US Government last Friday. Apparently after a chat between Amazon CEO Andy Jassy and...

It’s been a week of volatile and ad hoc AI policy and drama after Anthropic’s ‘The Blip 2.0’ — what I’ve been calling the US government’s move against the company’s latest Mythos and Fable 5 models. A nod to the original ‘Blip 1.0’ weekend three+ years...

Markets How markets have performed under different Fed chairs. (chartkidmatt.com) Mid-cap industrial stocks are at all-time highs. (trendlabs.com) Why is volatility contained? (etf.com) Fund management How indexing took hold in bond funds....

I’ve long discussed how it’s going to be a long but productive slog for AI companies to make meaningful inroads into the global enterprise market for software and services. It’s worth trillions, especially as businesses go from augmenting their processes...

I’ve long discussed how it’s going to be a long but productive slog for AI companies to make meaningful inroads into the global enterprise market for software and services. It’s worth trillions, especially as businesses go from augmenting their processes...