By now, it’s one of the biggest global media stories in the continuing drama filled early days of the AI Tech Wave. Apple is suing OpenAI, its previously lauded early partner in AI. Over accelerated and massive hiring of AI talent and alleged charges...

Presented by The Weekend RipHappy Weekend! This week 🧠: Stocks ground higher across the week as AI hardware and chips carried the tape, pushing the Dow above 53,000 and the S&P 500 through 7,500 even while small caps and health care lagged. Oil was...

Good morning Stocktoberfest is now just 3 months away in New York City. I hope you can calendar and join me October 5-7. The big topics will include The AI boom, but also the degenerate economy, the GLP1 boom, perps, prediction markets and brokerage 2.0....

Here’s a preview of what we’ll cover this week:  Macro: Don’t Bet Against The US Consumer Markets: The Rotation Is Not Over; What Would Cause Me To Go Bearish; Consumer Discretionary: The Worst Is Priced In; Microsoft Is Cutting Out the AI Middleman;...

Markets Some reasons to be bearish including frothy retail behavior. (awealthofcommonsense.com) Low correlations should make for better stock picking, right, right?!? (tker.co) Companies Apple ($AAPL) sued OpenAI for IP theft.. (spyglass.org) SK Hynix had...

Stay in touch Are you a financial advisor? Sign up for our exclusive Talking Wealth newsletter. (talkingwealthpod.com) Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com) Top clicks this week Why dividend investing...

The Bigger Picture, Sunday July 12 2026 I’ve been talking about global memory shortages spiked by the AI Tech Wave for over two years now. And now that ‘RAMageddon’ is here, it may be here longer than most assume. Especially given the cyclical ups and...

The Bigger Picture, Sunday July 12 2026 I’ve been talking about global memory shortages spiked by the AI Tech Wave for over two years now. And now that ‘RAMageddon’ is here, it may be here longer than most assume. Especially given the cyclical ups and...

Presented by OVERVIEWHappy Saturday Welcome to the Stocktwits Top 25 Newsletter this week! The Stocktwits Top 25 reports the 25 best-performing stocks in the S&P 500, Nasdaq 100, and Russell 2000 year to date and tracks their performances over...

OVERVIEW Stocktwits Crypto Data Dive – Week 28 Welcome to the Stocktwits Crypto Data Dive for Week 28 of 2026! 📊 In this issue, we’ll dive into the data to keep you informed about the progress of the overall crypto market and shine a spotlight...