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The SpaceX IPO is done — SPCX priced and traded up about 20% on Friday, a little over $2.1 trillion. And that leaves two mega-AI IPOs still scheduled this year. So attention shifts to both. Today’s theme: ‘Then There Were Two’ — with increasingly...

Markets A look at the stocks that have jumped more than 100% over the past year. (morningstar.com) The American stock market has shifted from buying back stock to issuing stock. (bloomberg.com) On the parallels between the railroad and AI...

Podcasts Frazer Rice talks with Ted Merz, of Principals Media, about how social media works for companies these days. (frazerrice.com) Scott Martin talks with Zach Conway, CEO of Seed Investor, about how to best use direct indexing....

The pendulum on big tech ‘Tokenmaxxing’ is swinging back. A trend that saw its boomlet both among tech execs and their corporate customers this AI Tech Wave. In particular, the waves are receding at Meta, where the first tokenmaxxing leaderboard stories...

Markets Big IPOs lock in a series of market events. (rockandturner.substack.com) Is European stock market a viable alternative to the U.S.? (wsj.com) How the AI boom is remaking the stock market. (ft.com) Can you build a better S&P 500? (tker.co)...

Good morning… I am fascinated by great brands. Here is a basic definition… A brand is the perceived image, emotional connection, and total experience consumers have with a business, product, or service. More than just a logo or name, it represents the...

Here’s a preview of what we’ll cover this week:  Markets: The Prevailing Bearish Sentiment; Copy Trading Is Driving Momentum; Adobe: The Market Read The Wrong Line; OpenAI Is Cutting Prices; The Alpha In Healthcare?; The Power Bottleneck; SpaceX IPO: To...

Also on the site Radical uncertainty and global demographic decline. (abnormalreturns.com) Are you a financial advisor? Sign up for the weekly Talking Wealth newsletter. (talkingwealthpod.com) Don’t miss a thing! Sign up for our daily e-mail...

The Bigger Picture Anthropic was forced to hit the brakes Friday night. The childhood admonition based on fables, ‘be careful what you wish for’ has been a preached for centuries. It’s ironic to see it come true for one of the two leading US AI companies...