I’ve been an anti-consensus optimist on Apple’s AI opportunities being ahead of the company. Against a consensus view on Apple being ‘behind’ its big tech peers on AI. Despite the same peers investing over $700 billion in AI capex this year alone....

STOCKTWITS CHART ARTThe Stocktwits Summary 📝 Wednesday ⚔️: Stocks rose for a third straight session even after Fed minutes signaled fewer cuts and possible hike chatter, with investors leaning into a “higher-for-longer unless inflation cools” message....

Presented by CLOSING BELLThe Year of The Horse and You The market climbed with more gusto Wednesday despite an FOMC report from last month’s meeting that showed voting members came to the table without a big appetite for cuts. Of course, in the vague way...

OVERVIEW The Market Has Taken Everything Except My Ability to Make Jokes About It 🫡   Before we dive in, here’s today’s crypto market heatmap: Source: finviz And here’s a look at crypto’s total market and altcoin market cap charts: Source:...

Markets People are finally waking up to international stock outperformance. (awealthofcommonsense.com) Apple ($AAPL) is trading on its own relative to its peers. (bloomberg.com) JP Morgan JP Morgan Chase ($JPM) keeps opening up new retail locations....

Podcasts Barry Ritholtz talks with Doug and Heather Boneparth, authors of “Money Together.” (ritholtz.com) Have you read “The Millionaire Next Door”? Mike Hobbes and Peter Shamshiri have. (podcasts.apple.com) Peter Lazaroff talks...

Regular readers know I’ve been a long-time enthusiast for India’s opportunities around AI. Have written about it consistently, up and down the AI Tech Stack. I’ve discussed the opportunities of US tech and AI leaders in India ranging from Apple to...

STOCKTWITS CHART ARTThe Stocktwits Summary 📝 Tuesday ⚖️: Markets treaded water as investors weighed a massive new Nvidia-Meta partnership for Blackwell and Rubin chips against a deepening tech “de-risking” trend highlighted by Berkshire...

CLOSING BELLThe Revolution Will Be Personalized Happy Tuesday, and welcome back to the ‘who knows’ market after a long weekend. Prices jumped around all day, ending with a slight climb. The tech sell-off started to slow, the Nasdaq 100 ending the day...

Sponsored By OVERVIEW Market Down 50% But I’ve Grown So Much As A Person 👴 Before we dive in, here’s today’s crypto market heatmap: Source: finviz And here’s a look at crypto’s total market and altcoin market cap charts: Source: TradingView...