Presented by STOCKTWITS CHART ARTThe Stocktwits Summary 📝 Friday 🧨: Stocks cooled off after the record run as the China trip failed to deliver the chip thaw traders wanted and yields finally started bossing equities around. The 30-year Treasury topped...

Presented by CLOSING BELL The market cooled off Friday after its record-high run, the tech train leaving the Beijing station and returning to the U.S. While they were out getting deals done, the market was climbing, the S&P 500 hitting records at...

OVERVIEW The Interesting Axis Was Never the Vertical One 🫢 Here’s What’s Happening 👇️ Today’s top trending tickers: BankrCoin, Internet Computer, Gitlawb, ROAM Token, and AMP. Biggest winners: $HYPE ( ▼ 4.65% ) , $RLUSD ( ▲ 0.01% ) , $USDC ( ▲ 0.02% ) ,...

Today’s frame: what to expect after the first US/China meeting of 2026. Today, like yesterday, I’d like to focus on this one topic around an issue of critical importance to how this AI Tech Wave shapes up in its promise to the US. And the world. With...

Rates Treasury rates are at their highs for the year. (cnbc.com) Are UK rates really that far out of line? (ft.com) AI How much of what you read online is AI-generated? (axios.com) AI-generated content is showing up in consultant reports. (sherwood.news)...

I’ve long made my arguments that humans do try and not anthropomorphize and humanize AIs if they can help it. And that companies make these lines clear both in marketing their AI chatbots and agents to mainstream customers. And when they research, design...

STOCKTWITS CHART ARTThe Stocktwits Summary 📝 Thursday 🌏: Stocks climbed as the AI trade grabbed its passport, with tech leading while Trump, Xi, Nvidia, and the CEO roadshow gave traders plenty to chew on. Figma delivered the clean after-hours SaaS...

Stocktwits Daily Rip Presented by CLOSING BELL The market climbed Thursday, all eyes were watching the tech elite touring China alongside President Trump. Most of the news out of the other side of the world was good: Nvidia was reaching nearly $6T in MC...

Today’s frame: What to take away from Cerebras’s “HOT” IPO (CBRS). It’s a big topic touching on a wide range of AI issues I’ve discussed in recent months — both on the Substack and on this podcast — and there are a range of implications for you AI...

OVERVIEW Crypto Industry Celebrates Historic Vote To Have Another Vote Later ☑️ Here’s What’s Happening 👇️ Today’s top trending tickers: XRP, Hedera, Ethereum, ClawBank, and SwiftCoin. Biggest winners: $HYPE ( ▲ 13.49% ) , $XRP ( ▲ 5.8% ) , $MNT ( ▲ 3.93% )...