Finance Investment bank Lincoln International ($LCLN) went public. (pitchbook.com) What you need to know about evergreen funds. (caia.org) ETFs What you need to know about the Roundhill Memory ETF ($DRAM). (morningstar.com) The big ETF players are not...

The Mega-AI IPO Mega-Wave I’ve been discussing for months in AI-RTZ and AI Ramblings Daily (ARD) podcasts, just got real filings. SpaceX/xAI dropped its first round of IPO filing detail this week. OpenAI confidentially filed for a September 2026...

Books A Q&A with Alex Mayyasi about “Planet Money: A Guide to the Economic Forces That Shape Your Life.” (sherwood.news) An excerpt from “Like, Follow, Subscribe: Influencer Kids and the Cost of a Childhood Online.” by...

Meet my friend Hitoshi, the co-founder of Alpaca (Social Leverage was the seed investor back in 2017 and they recently raised $150 million series D). The company helps 1,000 Robinhood’s bloom around the globe. Hitoshi and Howie – The Nine Finger...

Yes, another Nvidia earnings post with ‘Nvidia Reigns’ in the title. Regular readers may notice that this has been quite the tradition for some time here at AI-RTZ now. This Q1 2027 is not different. Founder/CEO Jensen Huang remains in paranoid peak...

Markets If you think the U.S. stock market is concentrated, check out South Korea. (ft.com) Just how much software and semiconductor stocks have disengaged. (chartkidmatt.com) Nvidia ($NVDA) is now more than 5% of the MSCI All-Country World Index....

Podcasts Christine Benz and Amy Arnott talk with Bill Bengen, author of ” A Richer Retirement: Supercharging the 4% Rule to Spend More and Enjoy More.” (morningstar.com) Josh Brown talks Haley Sacks, aka Mrs. Dow Jones, author of...

At Google I/O 2026 this week, the theme became clear: Google Gemini is becoming Google Search. And AI Search is becoming Google Search. The scale frame matters. Over 3 billion people use Google Search worldwide every day — vs. roughly 900 million weekly...

This AI Tech Wave continues to be the least liked and most feared tech wave in generations. Job loss fears and AI dystopia doomer fears of course lead the charge, especially amongst younger demographics. Ironic since the industry is counting on FOMO...

Today’s Theme is Anthropic — the AI company making quieter but more consistent progress on the big AI must-dos, while its two main peers — xAI and OpenAI — soak up the bulk of the media attention around peripheral issues. Three Takes today, all on...