Today’s theme: the US and China continue to work at cross-purposes on AI — both within and outside their borders. Almost every day, each country seems to reach for kryptonite against its own AI superpowers. Politicians and regulators on both sides keep...

Also ex-Elon ETFs, Egg Libor, middle-market banking and fundraising agents.

Markets Big changes in market structure are afoot including ‘Retail has become the structural bid.’ (citadelsecurities.com) Ten charts going into the second half of 2026. (bilello.blog) Some market insights including ‘Since the end of...

Books An excerpt from “Little Blue Dot: How GPS Shaped the Modern World” by Katherine Dunn. (washingtonpost.com) Tyler Cowen talks with Joel Mokyr, author of “Two Paths to Prosperity: Culture and Institutions in Europe and China,...

It’s been three weeks after Anthropic’s screeching halt called by the US Government, in what I’ve been calling ‘The Blip 2.0’, and the green light to Anthropic in releasing Fable 5 (though not Mythos 5 for now). The US Government after also held back...

Presented by STOCKTWITS CHART ARTThe Stocktwits Summary 📝 Wednesday 🛢️: War risk came back, oil jumped 6%, and the market closed mixed-lower while tech somehow held the line. Nvidia and Broadcom kept the AI tape alive, even as banks dragged and energy...

Presented by CLOSING BELL The war is back Wednesday, and oil rallied another 6% while semis fell but tech overall held its ground. Crude jumped 6% after Trump said the cease-fire may be over and U.S. Central Command said American forces hit more than...

OVERVIEW Tom Lee Says It’s A Bottom. Tom Lee Always Says It’s A Bottom 🤦 Here’s What’s Happening 👇️ Today’s top trending tickers: $AMP ( ▼ 1.52% ) , $NEAR ( ▼ 2.24% ) , $FET ( ▼ 2.43% ) , $XCN ( ▼ 1.2% ) , and $PENGU ( ▼ 2.26% ) SPONSORED...

Today’s theme: AI price umbrellas getting larger. Led by the frontier labs — Anthropic especially, and OpenAI to a degree — the AI companies are widening the prices they charge their best customers for their latest and greatest models, and moving to a...

Good morning… Nearly 10 years ago I coined the term ‘Social Relative Strength’. I am a fan of the original Investors Business Daily/Marketsurge.com which created the amazing ‘Price Relative Strength’ indicator. What I started to do once Stocktwits had...