Here’s a preview of what we’ll cover this week:  Macro: Walmart Stays Constructive On Economy; Trump Wants Tariffs Markets: Midterm Risk; Software Is Value?; Antero Resources: The Energy Play; CLAUDE: Sovereign AI Is Here; Robinhood Ventures Lumida...

Markets How ‘HALO’ explains the 2026 stock market. (wsj.com) Bitcoin needs a new narrative. (finance.yahoo.com) Private assets Investors are not buying what Blue Owl ($OWL) is selling. (herbgreenberg.com) Boaz Weinstein’s Saba Capital wants to...

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The Bigger Picture, Sunday, 2/22/2026 Regular readers know I’ve been obsessively focused for months, on the tariff developments from the administration. Especially in the context of technology and the AI Tech Wave companies. I’ve argued that it’s a...

Summary In this episode, Michael Parekh discusses the latest AI news, including OpenClaw’s acquisition, Apple’s AI wearable strategy, Amazon’s AI compute spending, and India’s AI summit. He explores the implications of these developments for the AI...

Autos Global auto makers have written off a lot of EV investments. (semafor.com) The U.S. is now effectively out of the business of regulating auto emissions. (nytimes.com) Uber ($UBER) is going to start investing in AI charging infrastructure....

OpenAI Beats Meta to OpenClaw: OpenAI ‘acqui-hired’ OpenClaw founder Peter Steinberger, agreeing to support an open source version of the virally popular AI Agent platform in a separate Foundation. Peter Steinberger moves from Austria to San Francisco, a...

Regulation The SEC has dramatically cut back on enforcement actions. (ft.com) Lax enforcement is allowing some ETFs to exceed position limits for private shares. (ft.com) Prediction markets What’s the argument for a prediction markets...

Listening Podcasting is now all about video. Apple ($AAPL) weighs in. (bloomberg.com) This should be a standard feature, not an add on, when it comes to audiobooks. (techcrunch.com) Business Ben Carlson talks with Eric Finnigan⁠, VP at John Burns,...

Good morning… We dropped another episode of The Howard Lindzon Show with Michelle Steele. I start by discussing some major upgrades to Stocktwits including overnight pricing on the charts, lightning-fast earnings summaries powered by AI, and a...