Presented by STOCKTWITS CHART ARTThe Stocktwits Summary 📝 Thursday 🥪: The market split into the holiday break as weak jobs data lowered hike anxiety, but failed to save crowded AI trades. Tech dragged, defensives led, and semis kept bleeding after...

Presented by CLOSING BELL Good afternoon, and happy Thursday. The market was basically to end the short week, and two day start to the third quarter. It was a record high for the Dow Thursday, as weak jobs data didn’t do much to curb green names...

OVERVIEW They’re SECZ And They Know It 🫢 Here’s What’s Happening 👇️ Today’s top trending tickers: NEWSThey’re SECZ And They Know It 🫢 Securitize is now on the NYSE, and tokenized itself. Their ticker is $SECZ ( 0.0% ), pronounced ‘sexy’. Also: roughly...

Today’s theme: ‘Blind Ambitions Abound’— and Unbound. A special edition going into the 250th July 4th weekend of the founder-led country, the USA: This AI Era tech incumbents are running in ‘Founder Mode’ — Y Combinator founder Paul Graham’s idea,...

Homoglyphs, business negging, private bonds, BDCs, Bitcoin binaries, kamikaze drones and a DAT-to-AI pivot.

Markets The Yen is at a 40-year low relative to the U.S. dollar. (axios.com) SpaceX ($SPCX) debt trades like junk. (bloomberg.com) Fund management Why there is an overhang on StepStone Group ($STEP) shares. (hntrbrk.com) How Micron ($MU) came to make up...

Books Mary Childs talks with Liaquat Ahamed, author of “1873: The Rothschilds, the First Great Depression, and the Making of the Modern World.” (youtube.com) Five insights from Michael Pollack’s new book, “Sidewalk Nation: The Life...

Took a couple of years, but my then suggestion of Meta proactively building an AWS type of cloud business off its massive AI Data Center Infrastructure investments, is closer to reality. Meta is likely to follow Elon Musk’s SpaceX/xAI in renting its excess...

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Presented by STOCKTWITS CHART ARTThe Stocktwits Summary 📝 Wednesday 🧠: The S&P 500 went nowhere, the Dow barely moved, and the Nasdaq slipped as the AI trade started fighting itself. Meta ripped on a possible cloud-compute pivot, Reddit broke out on...