We have tracked ‘RAMageddon’, the AI-driven global memory crunch, since it turned existential for the smaller tech players, and through yesterday’s demand-side look at compute prices. Today the story arrives where every scarce commodity story...

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STOCKTWITS CHART ARTThe Stocktwits Summary 📝 Monday 🛢️: Rising oil and inflation risk pinned the market near flat while Energy did the heavy lifting. Nvidia’s $500B financing push and Archer’s Boeing deal showed how much capital is chasing the...

Presented by The market finished Monday flat as rising energy risk fed a defensive mood and pulled inflation back into the conversation. Crude’s +5.1% jump and Energy’s +4.7% lead mattered more than the quiet index close. Hormuz remained restricted,...

OVERVIEW Today’s Market Forecast: Yes, No, Maybe, Refresh 💹 Here’s What’s Happening 👇️ Today’s top trending tickers: NEWSOptimism’s Name Is Starting To Look Less Ironic 😆 According to $OP ( ▲ 0.1% ) ’s budget update, Optimism spent a third less money...

OVERVIEW Today’s Market Forecast: Yes, No, Maybe, Please Refresh 💹 Here’s What’s Happening 👇️ Today’s top trending tickers: NEWSOptimism’s Name Is Starting To Look Less Ironic 😆 According to $OP ( ▲ 0.1% ) ’s budget update, Optimism spent a third less...

Today’s theme borrows from the driving manual. For three years the US AI industry ran like it was on the German Autobahn: no speed limits, pedal down, floor it. Now come the slow speed zones, and yes, maybe even posted speed limits. ‘Slow and Steady’ is...

Markets A list of everything the stock market has overcome in the 2020s. (awealthofcommonsense.com) The semiconductors and health care sectors trade at the same forward P/E. (apollo.com) Private assets A look at rising private credit loan default...

Also leveraged ETF momentum, GameStop’s eBay bid, event contract tick sizes and private equity boyfriends.

Charles Schwab Charles Schwab ($SCHW) is looking for someone to run the long-short separately managed account (SMA) program. (citywire.com) Charles Schwab ($SCHW) is dropping FDIC for SIPC coverage for sweep cash. (riabiz.com) Why Charles Schwab ($SCHW)...