OVERVIEW A Letter to Everyone Watching Red 👀  Here’s What’s Happening 👇️ Today’s top trending tickers: Bitcoin, Ethereum, Zcash, TRUMP, and Cardano Biggest winners: $H ( ▲ 5.16% ) , $USDT ( ▲ 0.06% ) , $USDE ( ▲ 0.08% ) , $USDD ( ▲ 0.05% ) , and $USD1 (...

Markets Gold is well off its highs. (axios.com) Semiconductor stocks have taken a hit from their highs. (semafor.com) ASML Holding ($ASML) is Europe’s most valuable company, ever. (bloomberg.com) When do rising interest rates start to...

Today’s theme: kudos to three AI arbiters — the S&P 500, SemiAnalysis, and The Atlantic — for ‘against the grain’ calls this week. Two tie to next week’s SpaceX/xAI $1.75+ trillion mega-AI IPO, planning to raise north of $75 billion — the largest...

I’ve long called $2.2+ trillion market cap Taiwan Semiconductor (TSMC) the ‘Fed of the Global Tech Economy’, here at AI-RTZ. Yes, the TSMC that is the pivotal partner to Nvidia and Apple (in that order these days), along with almost every consumer...

STOCKTWITS CHART ARTThe Stocktwits Summary 📝 Thursday 🏦: The Dow hit another record while the Nasdaq lagged, making this less of a risk-off day and more of a very pointed rotation out of crowded AI tech. Broadcom kept pressure on semis, but...

Good evening Mark your calendars…we decided to put Stocktoberfest back in the big city and so come join us October 5-7 in New York. For the full details and tickets click here. An extra special opportunity this year is to golf with me and my 9 2/3 fingers...

Presented by CLOSING BELL The market closed mixed Thursday after traders sold crowded tech and bought just about everything else. Financials sent the Dow to its 15th recent record, up 1.7%. The S&P 500 gained +0.4%, and small caps climbed +1.5%, while...

OVERVIEW Coast Guard Suspends Search For Bottom, Cites Lack Of Visibility 🚣‍♂️ Here’s What’s Happening 👇️ Today’s top trending tickers: Quant, Cardano, Bitcoin, Worldcoin, and Sei Biggest winners: $SIREN ( ▲ 23.75% ) , $DEXE ( ▲ 16.48% ) , $XMR ( ▲ 3.65% )...

Today’s theme: ‘when it rains it pours’ times in the AI Tech Wave — three disparate realities around the current bull market worth understanding. AI coders getting too productive for their own systems. AI forward-deployed engineers (FDEs) flooding...

Pre-IPO futures, prediction market prime brokerage, George Santos bets and direct indexing.