Today’s theme: the 2026 AI roadmap for the second half is now far clearer — it’s coming into focus. Why? We now have three mega-AI IPOs all confidentially filed — each a trillion dollars and more — and four major developer conferences over the last week and...

Good afternoon… What an exciting week for people that love markets. Stocktwits is as busy as I have ever seen it with the $VIX ( 0.0% ) spiking and the tech stocks selling off ahead of the SpaceX IPO. Late stage private markets have been incredibly active...

Research Just how activist are activist investors? (ft.com) Which analysts add the most value? (klementoninvesting.substack.com) How much of S&P 500 profits is being driven by investment gains? (substack.com) What happens when you properly measure...

It took a while, but Apple is finally poised to release an AI powered Siri. Leveraged by Google’s Gemini AI. Joining its big tech peers in offering a ‘Search, Ask and Do’ AI chatbot, reasoning and agentic. Apple is in the AI game running aside big tech...

Today’s theme: fear and greed are driving risk mitigation around global AI data-center infrastructure investments. The US is now considering stakes in leading AI and tech companies — motivated by both potential gain and the need to contain company...

As a reminder, MarketSurge (by Investor’s Business Daily) is a sponsor of the weekly show. All the charts you have been seeing in the videos and will continue to see are from MarketSurge. They are offering my readers 2 months for $59.95 – save...

View the video of this post here. Tomorrow (6/9) at 2 PM ET, I’ll be joining YCharts for a Midyear Market Outlook. We’ll take a data-driven look at where markets stand today, what’s changed over the past six months, and what investors should be watching as...

Podcasts Brian Adams talks with Frazer Rice, Director of Family Office Services at Next Capital Management, about what happens after trusts and estate plans are established. (podcasts.apple.com) Daniel Crosby talks with Jamie Hopkins is the chief...

Today I want to talk about the other AI ‘Forever Problem’ beyond AI Hallucinations. It’s AI ‘Prompt Injections’. And why they become a critical issue as we go from using AI Chatbots for ‘Search and Ask’ to AI for ‘Search, Ask and Do’ with AI reasoning...

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....