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Tuesday
Stocktwits Chart Art
STOCKTWITS CHART ARTThe Stocktwits Summary 📝 Tuesday 🪦: The Nasdaq sank 3.3% as the AI trade cracked, while the Dow stayed flat and seven sectors still finished green. South Korea’s leveraged chip unwind dragged memory stocks lower, sending Micron down...
20 hours ago
3 MIN READ
Korea Pulled the Chip Ripcord
Korea Pulled the Chip Ripcord
Tom Bruni The Daily Rip
Presented by CLOSING BELL The market split Tuesday after the AI trade met a levered exit while everything outside Technology quietly kept working. The Nasdaq fell 3.3% and Technology lost 4.1%, yet seven sectors rose and the Dow held flat. It was less...
20 hours ago
9 MIN READ
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The Battle for AI Resources Accelerates. ARD #103
Michael Parekh AI: Reset to Zero
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...
22 hours ago
12 MIN READ
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Tuesday links: a wave of IPOs
Tadas Viskanta Abnormal Returns
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...
1 day ago
2 MIN READ
Momentum Monday – Unconditional Surrender
Momentum Monday – Unconditional Surrender
Howard Lindzon Howie Town
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...
1 day ago
5 MIN READ
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Research links: not-so flat demand curves
Tadas Viskanta Abnormal Returns
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...
1 day ago
1 MIN READ
AI: Meta acquihires in India for WhatsApp. AI-RTZ #1126
AI: Meta acquihires in India for WhatsApp. AI-RTZ #1126
Michael Parekh AI: Reset to Zero
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...
2 days ago
5 MIN READ