Well, that was fast, even at the pace of things this AI Tech Wave. China’s AI ‘wonder kid’ DeepSeek, is back for more funding, less than a month after its first big one, raising $7 billion pluson a $60+ billion valuation. As I’ve outlined in detail, both...

Today’s theme: shift happens — especially the unexpected shifts in this AI tech wave. Three events make the point — around IBM, Meta, and Microsoft — each with my Take, then my Overall Take. Three events for the AI Tech Wave. (1) IBM’s Fortunes...

View the video of this post here. Managing your wealth involves much more than choosing investments. Creative Planning brings financial planning, investment management, tax strategy, estate planning and insurance together under one roof, with a dedicated...

Equities revenue, debanking, a public utility LBO, spitting upwards and an alleged cocaine SPAC.

Market Market concentration is not necessarily a bad thing. (trendlabs.com) Why predicting the stock market is so difficult. (behaviouralinvestment.com) European investors are warming to the stock market. (klementoninvesting.substack.com) Data centers...

Research Home bias is a universal problem. (rpc.cfainstitute.org) If investors aren’t compensated for volatility risk, what are they compensated for? (morningstar.com) Bonds are a weak portfolio diversifier, at best. (alphaarchitect.com)...

Sometimes in big tech, big initiatives that don’t work out end up paying important dividends down the road. That may be the case for Apple and its ‘Apple Intelligence’ strategy this AI Tech Wave, often viewed as the AI laggard amongst it peers. I’ve...

Presented by STOCKTWITS CHART ARTThe Stocktwits Summary 📝 Monday 🛢️: War risk shoved oil nearly 10% higher, knocked the major indexes lower, and flipped the market into a clean energy-over-tech rotation. The AI trade caught a funding-cost hangover as...

Presented by The market slipped Monday after war risk shoved oil higher and turned the AI trade into a funding-cost problem. It was a wild weekend for politics and war. Crude climbed nearly 10% as Trump said the U.S. blockade was coming back, complete...

OVERVIEW Market Somehow Pulls Ladder Out From Under Itself, Defies Science 🤔 Here’s What’s Happening 👇️ Today’s top trending tickers: $ENA ( ▲ 2.26% ) , $SHIB ( ▼ 0.67% ) , $DOGE ( ▼ 0.03% ) , $AVAX ( ▼ 0.66% ) , and $XLM ( ▼ 2.25% ) STOCKTWITSSee...