Markets Gold is well off its highs. (axios.com) Semiconductor stocks have taken a hit from their highs. (semafor.com) ASML Holding ($ASML) is Europe’s most valuable company, ever. (bloomberg.com) When do rising interest rates start to...

Today’s theme: kudos to three AI arbiters — the S&P 500, SemiAnalysis, and The Atlantic — for ‘against the grain’ calls this week. Two tie to next week’s SpaceX/xAI $1.75+ trillion mega-AI IPO, planning to raise north of $75 billion — the largest...

I’ve long called $2.2+ trillion market cap Taiwan Semiconductor (TSMC) the ‘Fed of the Global Tech Economy’, here at AI-RTZ. Yes, the TSMC that is the pivotal partner to Nvidia and Apple (in that order these days), along with almost every consumer...

Good evening Mark your calendars…we decided to put Stocktoberfest back in the big city and so come join us October 5-7 in New York. For the full details and tickets click here. An extra special opportunity this year is to golf with me and my 9 2/3 fingers...

Today’s theme: ‘when it rains it pours’ times in the AI Tech Wave — three disparate realities around the current bull market worth understanding. AI coders getting too productive for their own systems. AI forward-deployed engineers (FDEs) flooding...

Books A look at Tyler Goodspeed’s “Recession: The Real Reasons Economies Shrink and What to Do About It.” (worksinprogress.news) Joe Weisenthal and Tracy Alloway talk with Brendan Greeley, author of “The Almighty Dollar: 500 Years of...

Meta, the world’s largest consumer hammer, is being applied to businesses within its midst for AI agents and services. I’ve discussed in recent years how Meta will likely need to leverage its burgeoning AI Data Center infrastructure spend with AWS...

Today’s theme: government and corporate AI stakes get bigger — and soon public investors will have to weigh the consequences, not just the presumably more sophisticated private ones to date. The White House hits a compromise on US AI regulation. China...

Markets Five thoughts about the stock market including the surge in earnings. (ritholtz.com) Investors are constantly having to learn new vocabulary. (trendlabs.com) Finance Citadel wants to pay other hedge funds for ideas. (finance.yahoo.com) AlphaSense...

Podcasts Barry Ritholtz talks with Jason Zweig and William Bernstein about their late friend Jonathan Clements, author of “Money and Me.” (ritholtz.com) Jim Dahle talks with Ben Carlson, author of “Risk and...