Last week I discussed how Apple has a “New Bounce for Apple Design in AI Age” this AI Tech Wave. Around new senior management responsibilities under manufacturing chief John Ternus, and renewed AI direction under software chief Craig Federighi, the company...

The Weekend RipHappy Weekend! Major stock indices finished mixed in a volatile, short week as investors grappled with a “Greenland-induced” trade war scare and a significant plunge in Intel shares. While markets initially tumbled after...

Here’s a preview of what we’ll cover this week:  Macro: Accelerating Growth and Labor Resilience; The Reality Behind Slowing Wage Growth; Shifting Away From The US; DAVOS: REALPOLITIK IS BACK Markets: Software Is The New Restaurants; The Gains Were Due...

Markets Is a meme stock moment ever possible again? (barrons.com) The boost in corporate margins is all coming from tech. (apolloacademy.com) Beware interest in brokerage stocks. (acadian-asset.com) Strategy Everywhere you look you see signs of...

Also on the site Is enshittification the driver of higher corporate profit margins? (abnormalreturns.com) Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com) The U.S. has become a riskier place to do...

Keywords AI, OpenAI, Google, Apple, SpaceX, revenue growth, advertising, AI data centers, leadership changes, technology trends Summary In this episode of AI Ramblings, hosts Michael Parekh and Neil McQuinney discuss the latest trends in AI,...

The Bigger Picture, Sunday, January 25, 2026 About a month ago, in a ‘part 1’ Sunday post, I described about OpenAI and Anthropic, ‘birds of a feather’ with common co-founders, have evolved into two separate, very competitive companies, that are today...

OVERVIEWHappy Saturday Welcome to the Stocktwits Top 25 Newsletter this week! Last week, many of you noticed our numbers were out of whack, so this week we are starting over: fresh lists of the top performers so far this year. We are including the...

What People Mean by “The Stock Market” When most investors think about the stock market, they’re focused on direction. Is the index up or down?Is it near highs or pulling back?What’s the headline narrative today? That lens is almost entirely index-driven...

OVERVIEW Stocktwits Crypto Data Dive – Week 4 Welcome to the Stocktwits Crypto Data Dive for Week 4 of 2026! 📊 In this issue, we’ll dive into the data to keep you informed about the progress of the overall crypto market and shine a spotlight...