Nvidia founder/CEO Jensen Huang kicked off its GTC 2026 Computex show in Taipei, Taiwan with a keynote again. Last year he outlined his clockwork like AI Infrastructure roadmap from Blackwell to Vera Rubin to Feynman and beyond. A lot was announced across...

Markets There’s little sign of stress in the financial markets. (trendlabs.com) Why the stock market often seems to defy common wisdom. (tker.co) Podcasts Patrick O’Shaughnessy talks with Dan Loeb of Third Point game. (youtube.com) Jon...

Happy Sunday. I have been with the Stocktwits leadership team all week in New York was energizing. We had team members visiting from Honduras, India, Columbia and New Jersey! This week we launch some big updates to the product. Coming soon after is...

Here’s a preview of what we’ll cover this week:  Macro: Dollar Tree Seconds A K-Shaped Economy; Inflation Is Running Hotter Than Hot Markets: Momentum Factor Can Keep Running; Software Is Breaking Out; AI Infrastructure Demand Is Still Increasing; What...

Stay in touch Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com) Are you a financial advisor? Sign up for the weekly Talking Wealth newsletter. (talkingwealthpod.com) Top clicks this week Just how much AI is driving...

The Bigger Picture, Sunday 5/30/26 As the Uber CTO illustrated a few days ago, here is a backlash developing to AI tokenmaxxing this AI Tech Wave. Now the Uber COO is asking what return they’re getting for that AI compute spend. This only months after...

Autos The Ferrari ($RACE) Luce doesn’t look like a Ferrari. (spyglass.org) Waymo is rolling out 100 Ojai vehicles into its autonomous commercial fleet. (sherwood.news) Consumers are flocking to Costco ($COST) to buy gas. (cnbc.com) Energy...

Anthropic releases Opus 4.8 ahead of Mythos: Anthropic races ahead with Opus 4.8, its latest frontier model being released only 41 days after 4.7 Anthropic still expects to release its even more powerful Mythos model in ‘a few weeks’, after more...

View the video of this post here. Something I’m excited about is a new offering from YCharts called Communities. It gives advisors a way to follow research and insights from voices they already trust, directly inside the platform many use daily for...

Prediction markets Kalshi is launching the American (political) Power Index. (axios.com) Kalshi and Coinbase ($COIN) are now offering perpetual futures. (cnbc.com) On the state of insider trading on prediction markets. (bloomberg.com) AI Anthropic has...