Anatomy of a Meltdown
Let’s examine the responses to Alphabet’s and Amazon’s earnings and the other factors that led to last week’s ugliness. Also, a bright spot on the charts?
The AI Selloff Looks Like a Bear Trap. Follow the Bottleneck Instead.
One stop remains in our AI series, and it’s the one folks rarely think about.
Stocks Tumble as Yields Surge
A jump in yields to fresh multi-year highs cascaded through markets Wednesday.
Meta Joins OpenAI, Anthropic With High-Profile Hack: 8 Key Items Shaping the Stock Market Thursday
SpaceX IPO lockup expiration begins, Fed blowback and other headlines moving stocks this morning.
Who Wants to Believe in Iran Talks? (The Markets Do); Big Earnings; Yen Plan
Let’s look at how Trump holds off big attack on Iran and the markets look optimistic, a joint plan for the yen, and earnings on tap for this week.