Markets Real yields are at multi-decade highs. (axios.com) Equities now make up a record percentage of U.S. household wealth. (bloomberg.com) Finance Passive investing killed the mediocre fund manager. (ft.com) When it comes to private credit allocations,...

Also an insider trader and a chicken-to-AI pivot.

Today’s theme: the ‘best of the rest’ AI models. This week the two top US frontier models came off ice — Anthropic’s Fable 5, freed after the three-week ‘Blip 2.0’ stoppage, and OpenAI’s GPT-5.6, freed from its gated release. Now we’re seeing the best of...

I’ve discussed for a long while how China’s tech/AI companies large and small have taken the lead globally in open source AI models this AI Tech Wave. The lead was ceded by Meta’s global Llama models lead a couple of years ago, as it shifted its focus to...

STOCKTWITS CHART ARTThe Stocktwits Summary 📝 Thursday 🧠: The market climbed as chip strength overwhelmed Iran worries and pushed the S&P 500 through 7,500. AI hardware kept running, with Micron’s U.S. supply-chain spend, Meta’s paid AI API, and SK...

Presented by CLOSING BELL The market climbed Thursday after chip strength drowned out the Iran tape and pushed the S&P 500 through 7,500. Crude cooled after Wednesday’s spike, despite a total of 170 targets hit in the past two days. It helped...

OVERVIEW The Banks Would Like Their Cross-Border Business Back, Please 😐️ Here’s What’s Happening 👇️ Today’s top trending tickers: NEWSSwift’s Blockchain Is A Stablecoin Defense In Disguise 🥷 Swift and 17 of the world’s biggest banks...

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...