I’ve discussed how Nvidia has been leading the open source AI charge in the US, and countering China’s global lead in open source models this AI Tech Wave. Nvidia has its own strong Nemotron open source models, along with models from partners like...

Presented by CLOSING BELL The market finished mixed Wednesday as Apple and Alphabet propped up the S&P 500 while semiconductor weakness pulled the Nasdaq lower. ASML pulled in soft earnings, United’s beat was hit with a fuel tax, while banks...

STOCKTWITS CHART ARTThe Stocktwits Summary 📝 Wednesday 🧩: The S&P 500 and Dow finished higher, but semiconductor weakness dragged the Nasdaq into the red. Apple and Alphabet carried mega-cap tech while Micron and Intel cracked, leaving the market green...

OVERVIEW Hope Is Back Like A Drunk Uncle With A Pontoon ⛴️ Here’s What’s Happening 👇️ Today’s top trending tickers: $ROAM ( ▲ 5.92% ) , $BONK ( ▼ 3.42% ) , $XCN ( ▼ 0.88% ) , $ETH ( ▲ 3.15% ) , and $JASMY ( ▲ 3.65% ) STOCKTWITSTake This Poll 👇️ So. […]

Today’s theme: get while the getting is good. The money is rushing into this AI tech wave from every direction — and that’s no surprise, especially after the $1.7-trillion-plus SpaceX IPO. Three events make the point — around Wall Street, M&A, and...

Markets How the stock market took over American balance sheets. (awealthofcommonsense.com) Just how good are analysts at estimating earnings? (chartkidmatt.com) Bonds The spread on SpaceX ($SPCX) bonds are widening out. (ft.com) The iShares 0-3 Month...

HSR, IPO wealth, SpaceX lockups, Apollo and debanking/rebanking.

Podcasts Meb Faber talks with Joseph Moore, author of “How to Get Rich in American History: 300 Years of Financial Advice That Worked (& Didn’t).” (youtube.com) Jon Erlichman talks with Barry Ritholtz about the biggest mistakes investors...

Well, that was fast, even at the pace of things this AI Tech Wave. China’s AI ‘wonder kid’ DeepSeek, is back for more funding, less than a month after its first big one, raising $7 billion pluson a $60+ billion valuation. As I’ve outlined in detail, both...

STOCKTWITS CHART ARTThe Stocktwits Summary 📝 Tuesday 🧊: Stocks climbed as softer inflation and chipmakers outweighed oil’s latest jump. Goldman and JPMorgan turned volatility into record trading hauls, while IBM suffered its worst session since at least...