Today’s theme, ‘That’s a wrap’, at least for the five big tech companies in the quarter, with a little more to go. Amazon and Apple brought down the curtain, after Google last week and Meta and Microsoft on Wednesday. Two more to come. SpaceX on August...

Yields 30-year Treasury yields are pushing to pre-GFC levels. (apollo.com) Pay attention to yields, not what the Fed says. (trendlabs.com) Strategy Momentum investing is not for the weak of heart. (awealthofcommonsense.com) Risk management is a...

Nvidia and founder/CEO Jensen Huang have spent a great deal of money and reputational capital of late, trying to build America an open source champion. What this AI Tech Wave keeps teaching us is that the money is only the first step. The Information...

STOCKTWITS CHART ARTThe Stocktwits Summary 📝 Thursday ☁️: Microsoft’s record-setting $450B surge erased early tech weakness and pulled the market firmly into risk-on mode. Amazon and AXT showed that AI spending can translate into cloud growth...

Presented by Good evening, and happy Thursday. The market closed higher, the Nasdaq tech losing streak was ended by Microsoft’s record setting $450B market cap gain on the day. Patrick Sanders, analyst at Motley Fool said the market was rewarding...

OVERVIEW It’s Not Ethereum’s Birthday 🎂  Here’s What’s Happening 👇️ Today’s top trending tickers: NEWSHappy Birthday To The Wrong Chain 🤷 If you’ve seen all the Happy Birthday Ethereum shtuff today, I hate to be the one to tell you it’s...

Today’s theme: “Time to crunch the numbers”. It’s earnings season in earnest, and lots going on as usual. Meta and Microsoft reported yesterday. Amazon and Apple report after the close today, so you’ll probably see them by the time you watch this. Then...

Also election markets, PBC Revlon duties, Ionic Digital and World Liberty.

Markets The 30-year Treasury yield is at its highest level since 2007. (cnbc.com) The equal-weighted S&P 500 is at a new all-time high. (allstarcharts.com) The KOSPI meltdown is impressive. (mrzepczynski.blogspot.com) Strategy Allocators are...

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