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Drumbeats of AI Progress March On: ARD #120
Michael Parekh AI: Reset to Zero
Today’s theme: the drumbeats of progress march on — one of my favorite phrases from literature. The day-to-day drumbeat of AI isn’t standing still; it keeps marching, across borders and across companies large and small. Three events make the point — TSMC,...
20 hours ago
15 MIN READ
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Thursday links: the need for regulation
Tadas Viskanta Abnormal Returns
Prediction markets Kalshi is going to allow bets on drug trials. (theguardian.com) Kalshi is rolling out more features for institutional traders. (semafor.com) Trump’s teleprompter operator reportedly has been betting on Kalshi on speech...
21 hours ago
2 MIN READ
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Longform links: detecting AI errors
Tadas Viskanta Abnormal Returns
Books Mary Childs talks with Eddie Fishman, author of “Chokepoints: American Power in the Age of Economic Warfare.” (youtube.com) James Pethokoukis talks with Sebastian Mallaby, author of “The Infinity Machine: Demis Hassabis, DeepMind,...
1 day ago
2 MIN READ
$6B of Jet Fuel Ate the Earnings Beat
$6B of Jet Fuel Ate the Earnings Beat
Tom Bruni The Daily Rip
Presented by CLOSING BELL The market finished mixed Wednesday as Apple and Alphabet propped up the S&P 500 while semiconductor weakness pulled the Nasdaq lower. ASML pulled in soft earnings, United’s beat was hit with a fuel tax, while banks...
2 days ago
10 MIN READ
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Wednesday
Stocktwits Chart Art
STOCKTWITS CHART ARTThe Stocktwits Summary 📝 Wednesday 🧩: The S&P 500 and Dow finished higher, but semiconductor weakness dragged the Nasdaq into the red. Apple and Alphabet carried mega-cap tech while Micron and Intel cracked, leaving the market green...
2 days ago
3 MIN READ
Hope Is Back Like A Drunk Uncle With A Pontoon ⛴️
Hope Is Back Like A Drunk Uncle With A Pontoon ⛴️
Jonathan Morgan The Litepaper
OVERVIEW Hope Is Back Like A Drunk Uncle With A Pontoon ⛴️ Here’s What’s Happening 👇️ Today’s top trending tickers: $ROAM ( ▲ 5.92% ) , $BONK ( ▼ 3.42% ) , $XCN ( ▼ 0.88% ) , $ETH ( ▲ 3.15% ) , and $JASMY ( ▲ 3.65% ) STOCKTWITSTake This Poll 👇️ So. […]
2 days ago
11 MIN READ
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Get 'While the Getting Is Good'. ARD #119
Michael Parekh AI: Reset to Zero
Today’s theme: get while the getting is good. The money is rushing into this AI tech wave from every direction — and that’s no surprise, especially after the $1.7-trillion-plus SpaceX IPO. Three events make the point — around Wall Street, M&A, and...
2 days ago
14 MIN READ