China’s iconic AI firm DeepSeek has raised billions on special terms with Chinese investors. The deal underlines the strong private and public investor this AI Tech Wave in China, just like in the US. It was a year and a half ago that DeepSeek rocked...

The theme today: the AI industry is stumbling at a ‘failure to communicate’. (Yes, the cool quote from 1967 movie ‘Cool Hand Luke’)— From frontier AIs to frontier AI gadgets like smart glasses, and beyond. Balancing fear and optimism is a critical issue,...

Also buying the wrong stocks, SBF’s prison gaming, Bridgewater shareholders and the CIA gold heist.

Strategy Most stocks aren’t worth owning. (morningstar.com) How allocators should think about AI. (capitalallocators.com) Fund management The fund management business continues to concentrate assets in the top firms. (pionline.com) Why the...

Podcasts Daniel Crosby talks with Douglas and Heather Boneparth, co-authors of “Money Together.” (standarddeviationspod.com) Sam Parr and Shaan Puri talk with Barry Ritholtz, author of “How NOT to Invest.” (youtube.com) Wealth The...

Last two AI Ramblings Daily (ARD) podcasts episodes ‘Lines in the Sand Re-drawn’, #98 and ‘Then there were two’, #97, I indicated how OpenAI might start to get more aggressive with the proverbial ‘kitchen sink’. Especially in outlining its AI...

Presented by STOCKTWITS CHART ARTThe Stocktwits Summary 📝 Tuesday 🏋️: The Dow hit another record while tech slipped, making this a rotation day with a SpaceX fever dream running in the background. Oil dropped hard on Iran peace-deal hopes, but traders...

Presented by CLOSING BELL Good afternoon, and happy Tuesday. The market is mixed, the indexes falling slightly while the Dow hit records yet again. SpaceX mania has not subsided, the stock is now the fifth most valuable in the world by market cap, and...

OVERVIEW Everyone Watching The Same Cliff Edge 👀 Here’s What’s Happening 👇️ Today’s top trending tickers: $NIGHT ( ▼ 2.22% ) , $BASED ( ▲ 0.05% ) , $ELON ( ▲ 4.87% ) , $ATOM ( ▲ 3.43% ) , and $TAO ( ▲ 0.24% ) Click to enlarge. Click to enlarge....

The theme today: Lines in the Sand being Re-drawn and Dug Into. Strategies are being adjusted on the fly, and in some cases entrenched — by the major AI players and the US government alike. The backdrop: SpaceX, post-IPO, is now nudging close to $3...