Presented by STOCKTWITS CHART ARTThe Stocktwits Summary 📝 Tuesday 🧠: Every major index closed red, but Stocktwits sentiment stayed bizarrely bullish as crude climbed, bond yields screamed, and traders hid in energy, health care, utilities, and staples....

Presented by CLOSING BELL Tuesday’s tape had a weird little personality disorder: every major index closed red, but Stocktwits sentiment stayed wildly bullish anyway. The only asset climbing higher was crude oil, up 7% this week with no news on a deal...

OVERVIEW Altcoins Ask Market To Stop Threatening Them And Just Do It Already 🕛️ Here’s What’s Happening 👇️ Today’s top trending tickers: Venice Token, SNEK, Brokecoin, Worldcoin, and Onyxcoin Biggest winners: $HYPE ( ▲ 0.55% ) , $ONDO ( ▼ 4.73% ) , $ZEC (...

Today’s Theme is Anthropic — the AI company making quieter but more consistent progress on the big AI must-dos, while its two main peers — xAI and OpenAI — soak up the bulk of the media attention around peripheral issues. Three Takes today, all on...

Markets Despite the market moving higher there are signs of risk-off behavior. (trendlabs.com) How does the stock market do after three consecutive years of double digit returns? (ft.com) Emerging market indices are increasingly...

Also Anthropic SPVs, HPS/Citi loans, stealing a charity and retail alpha capture.

AI AI referees can distinguish between AI slop and actual research papers. (papers.ssrn.com) HFT requires a lot of compute. Dwarkesh goes backstage at a Jane Street data center. (youtube.com) Research The index rebalancing trade isn’t what it used to...

Well, it took only two hours for the Jury to return a verdict on a tech lawsuit that’s taken Elon Musk years to organize. Of course against his arch-nemesis OpenAI founder/CEO Sam Altman and company. All ahead of his multi-trillion dollar SpaceX/xAI...

Today’s Theme is the emotional side of the AI Tech Wave — specifically how it’s landing on the people closest to the epicenter. San Francisco tech workers. Stanford students. Silicon Valley families. The pluses and minuses for mental health, daily...

STOCKTWITS CHART ARTThe Stocktwits Summary 📝 Monday 🧨: Stocks opened the week in risk-off mode as AI hardware rolled over, Iran risk lingered, and traders stared down Nvidia earnings plus Kevin Warsh’s Fed takeover. A late-session strike cancellation...