I’ve been discussing OpenAI’s ‘Best of times, worst of times’ for years now. As it navigates through one storm after another over its decade plus history. But it looks like that dynaimc keeps intensifying for the company. Despite its continued pole...

On all Investors’ minds today: “Financial Debates over AI and mega-IPOs.” Three trillion-plus AI IPOs are queued up later this year. Markets are now actively debating whether the math works — at the deal level, at the growth and capex metrics level, and...

Markets Why poor consumer confidence shouldn’t deter you from investing. (trendlabs.com) Small caps are leading YTD. (stockmarketmedia.com) Private assets Good luck trying to find a semi-liquid private equity fund that will outperform over the long...

Round-ups A round-up of recent research on prediciton markets including ‘How Wise is the Crowd? Bias and Edge in Prediction Markets.’ (capitalspectator.com) A round-up of recent academic research including ‘Getting the Target Right in...

Hope you all had a great monday. And are geared up for one busy week for all things AI. It starts with old agreements redrawn and re-litigated. And a busy kickoff to Mag 7 earnings reports (Google, Meta, Microsoft & Amazon on Wednesday, Apple...

The pattern running through today’s items: “Re-drawn and Re-litigated AI deals.” Microsoft and OpenAI re-drew their landmark 2019 deal. Elon is re-litigating his exit from OpenAI in court ahead of two mega-IPO docket dates. And the Mag 7 Q1 prints this...

Finance Investors are swapping their private BDCs for public BDCs. (wsj.com) The private equity industry has changed a lot over the years. (investmentecosystem.com) Amazon-backed X-Energy ($XE) is now public. (pitchbook.com) Layoffs Big Tech is using...

As a reminder, MarketSurge (by Investor’s Business Daily) is a sponsor of the weekly show. All the charts you have been seeing in the videos and will continue to see are from MarketSurge. They are offering my readers 2 months for $59.95 – save...

Podcasts Ben Johnson talks with Michael Gates, Blackrock’s head of model portfolio solutions for the Americas. (morningstar.com) Josh Brown talks with Louis Diamond, CEO of Diamond Consultants, to break down the surge in advisor movement....

It was an inevitable move this AI Tech Wave. Just like the Sam Altman inspired quest for the first, one-person billion dollar firm. The first billion dollar plus AUM, AI only hedge fund. Quant trading has already created multi-billion dollar Wall...