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...

CLOSING BELL The market opened the week in the red, all signs pointing to caution as the war still rages, memory stocks turn around. The market is waiting for Nvidia earnings Wednesday night and Kevin Warsh to take the wheel as head of the FOMC on...

OVERVIEW Crypto Market Holds Emergency Meeting To Decide Whether This Is A Breakout Or Just Another Elaborate Humiliation Ritual 🤔 Here’s What’s Happening 👇️ Today’s top trending tickers: Zcash, World Collective Oil Reserve Token, Degen, Ethereum, and...

Also private credit is securities fraud, semiannual reporting, bug bounties, legal fees and an investment banking simulation.

Markets Some signs of concern for the stock market. (traderfeed.blogspot.com) Is AI masking other problems for the stock market? (bonddad.blogspot.com) The VIX as measure of risk regimes. (mrzepczynski.blogspot.com) AI The collective size of the bet on AI...

Podcasts Michael Kitces talks with Sara Grillo about how to actually solve a client’s problems. (kitces.com) Jose Ordonez talks with Brent Sullivan about how 351 exchanges work. (alphaarchitect.com) Ben Gilbert and David Rosenthal look at the history...

OpenAI is continuing its re-organizations and internal ‘Code Red’ imperatives, ahead of its goal to beat Anthropic to a mega-AI IPO this year. And both of them behind Elon Musk’s SpaceX/xAI IPO, now slated for June 12, ahead of Elon’s birthday. OpenAI has...

The Weekend RipHappy Weekend! Stocks spent the week trying to outrun inflation, oil, and rates with AI duct tape. Monday and Tuesday were all crude and CPI stress, Wednesday brought hot PPI and another Nasdaq record, Thursday turned into an AI-China...

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Markets G7 yields are at their highest level in 20 years. (apollo.com) The Treasury yield curve is normalizing. (carsongroup.com) Earnings This tech boom is being supported by higher earnings. (awealthofcommonsense.com) P/E is made up of both P and E. If...