Last week on AI Ramblings Daily podcast #98 I discussed how Microsoft CEO Satya Nadella was definitively drawing a line between frontier AI model companies and enterprise customers. Then putting Microsoft firmly on the side of the customers. A...

Today the theme is the battle for AI resources accelerating — whether it’s for AI talent, AI compute, or sovereign AI share and access. Three events I’d like to dig into for the AI Tech Wave — each with my Take first, then my Overall Take. (1) Frontier...

Markets What happens to the Mag 7 when the big AI companies are public? (ft.com) IPOs and secondary sales highlight a shift in the market environment. (theatlantic.com) How the end of cheap capital changes things. (hbr.org) Strategy Global stock market...

Avis, SpaceX ESG, carried interest loans, Bain vibecoding and a prediction market index.

As a reminder, MarketSurge (by Investor’s Business Daily) is a sponsor of the weekly show. All the charts you have been seeing in the videos and will continue to see are from MarketSurge. They are offering my readers 2 months for $59.95 – save...

Research How to teach AI to invest better. (elmwealth.com) Models change. Why it’s important to understand the reasons why. (rpc.cfainstitute.org) No matter how you look at it, active funds have underperformed. (morningstar.com) Does HFT actually...

One has to hand it to Meta founder/CEO Mark Zuckerberg for commitment to a strategy. Especially in his quest for global AI Talent for his massive AI ambitions this AI Tech Wave. He’s been singular on his focus on investing hundreds of billions in...

Presented by STOCKTWITS CHART ARTThe Stocktwits Summary 📝 Monday 🧱: The S&P 500 and Nasdaq-100 fell 0.3%, the Dow gained 0.3%, and small caps climbed 0.9%. Treasury’s 60-day waiver for Iranian oil pushed crude below $74, but energy stocks rose...

Presented by CLOSING BELL The market split Monday as small caps and the Dow climbed while mega-cap tech pulled the S&P 500 and $QQQ lower. Oil fell, but energy climbed after the U.S. delegation in the Middle East came back with some major victories:...

OVERVIEW Volume So Low Market Reportedly Just Two Guys And A Bot Keeping Each Other Company 🤖 Here’s What’s Happening 👇️ Today’s top trending tickers: $DGEN ( 0.0% ) , $STG ( ▼ 6.76% ) , $TOSHI ( ▼ 7.38% ) , $RE ( ▲ 1.78% ) , and $TOS ( ▼ 21.69% )...