Sometimes in big tech, big initiatives that don’t work out end up paying important dividends down the road. That may be the case for Apple and its ‘Apple Intelligence’ strategy this AI Tech Wave, often viewed as the AI laggard amongst it peers. I’ve...

View the video of this post here. This week’s post is sponsored by YCharts, a powerful investment research platform that helps advisors analyze markets, compare securities, and create compelling client visuals. Learn more and get 20% off your initial...

The Bigger Picture, Sunday July 12 2026 I’ve been talking about global memory shortages spiked by the AI Tech Wave for over two years now. And now that ‘RAMageddon’ is here, it may be here longer than most assume. Especially given the cyclical ups and...

Today’s theme: Too much of a bad thing can be a thing. We’ve all heard the phrase “too much of a good thing” — well, too much of a bad thing can be a thing too, even when good was the original intent. Three separate AI events today make the point: AI...

EVs The spike in gasoline prices helped drive EV sales. (businessinsider.com) EV batteries are lasting a lot longer than expectations. (wsj.com) It’s getting easier to charge an EV away from home, but it’s still not foolproof. (axios.com)...

By now, it’s one of the biggest global media stories in the continuing drama filled early days of the AI Tech Wave. Apple is suing OpenAI, its previously lauded early partner in AI. Over accelerated and massive hiring of AI talent and alleged charges...

Here’s a preview of what we’ll cover this week:  Macro: Don’t Bet Against The US Consumer Markets: The Rotation Is Not Over; What Would Cause Me To Go Bearish; Consumer Discretionary: The Worst Is Priced In; Microsoft Is Cutting Out the AI Middleman;...

Podcasts Josh Brown talks with Onur Erzan, President of AllianceBernstein, to discuss what it really takes to serve America’s ultra-high-net-worth families. (youtube.com) Daniel Crosby talks with Neil Bage who is the founder & CEO of...

Well, that was fast, even at the pace of things this AI Tech Wave. China’s AI ‘wonder kid’ DeepSeek, is back for more funding, less than a month after its first big one, raising $7 billion pluson a $60+ billion valuation. As I’ve outlined in detail, both...

Today’s theme: shift happens — especially the unexpected shifts in this AI tech wave. Three events make the point — around IBM, Meta, and Microsoft — each with my Take, then my Overall Take. Three events for the AI Tech Wave. (1) IBM’s Fortunes...