Markets Corporate profit margins rule all. (tker.co) AI trades are not a US-only phenomenon. (awealthofcommonsense.com) Good luck trying to forecast earnings a decade out. (ritholtz.com) ETFs A change is coming for cannabis stocks and ETFs....

Happy Sunday… I have been back on the bike a lot this last week. Five rides and it feels great. My finger has also healed to the point that I played 9 holes with my son max. The finger was heavily taped, but it worked. I have been around for a couple...

Here’s a preview of what we’ll cover this week:  Macro: AI is driving Labor Markets; High Employment + Higher Inflation Markets: The Return of Quality; The Bull Market Is Intact; SPGI: The Sequel; Nvidia: The Bull Case Keeps Writing Itself; Google Knows...

Also on the site Saying no to algorithmic slop. (abnormalreturns.com) Are you a financial advisor? Sign up for the weekly Talking Wealth newsletter. (talkingwealthpod.com) Don’t miss a thing! Sign up for our daily e-mail...

The Bigger Picture, Sunday June 7 2026 It’s the season of mega-AI IPOs this AI Tech Wave, and the three contenders are pulling out all the steps to appear as it they’re gilding the lily. Make the deals look even better than they might seem to be to...

Autos How Detroit markets pickup trucks to people who don’t really need pickup trucks. (nytimes.com) Americans are keeping their cars longer than ever. (wsj.com) Why the U.S. fell behind in EV adoption. (econofact.org) Why hybrid sales are...

TSMC is still the Fed of the Global AI Economy: Taiwan Semiconductor (TSMC) CEO C.C. Wei did his best Fed chairman impersonation and bounded AI chip growth at a 30% rate for the near term for this AI Tech Wave. He said that the global chip supply will...

Markets Gold is well off its highs. (axios.com) Semiconductor stocks have taken a hit from their highs. (semafor.com) ASML Holding ($ASML) is Europe’s most valuable company, ever. (bloomberg.com) When do rising interest rates start to...

Today’s theme: kudos to three AI arbiters — the S&P 500, SemiAnalysis, and The Atlantic — for ‘against the grain’ calls this week. Two tie to next week’s SpaceX/xAI $1.75+ trillion mega-AI IPO, planning to raise north of $75 billion — the largest...

I’ve long called $2.2+ trillion market cap Taiwan Semiconductor (TSMC) the ‘Fed of the Global Tech Economy’, here at AI-RTZ. Yes, the TSMC that is the pivotal partner to Nvidia and Apple (in that order these days), along with almost every consumer...