AI-powered market analysis and insights

Creators are split on AI bubble risk. The Economist says it's equity-financed and survivable. Jeremiah Babe says the whole thing's a house of cards. Who's right?

Mines, missile strikes, and a dead Supreme Leader. The Strait of Hormuz is a mess — and oil markets are barely pricing the risk.

The market is obsessed with semis and AI giants. Meanwhile, three small-caps in defense tech, specialty pharma, and energy logistics are sitting largely ignored.

Chinese AI models are 6-9 months behind US rivals — but they're also 90% cheaper. US companies are noticing.

Samsung just posted record profits and got absolutely wrecked. The AI trade isn't dead — but the easy money definitely is.

Trump Accounts launched July 4th with $1,000 per newborn and $800M in week-one flows. It's part savings account, part bull market propaganda — and it might actually work.

IMAX just broke its all-time pre-sales record with two weeks to spare. TeraWulf landed a $19B Anthropic lease. The internet is sleeping on both.

BNPL hits 8% of US online spending. Private credit smells opportunity. Here's why Wall Street is suddenly obsessed with your Klarna checkout.

Dow 53K, S&P up 0.75%, Nasdaq up 1%+, and Iran is on fire. The market's verdict: not our problem. For now.

Chips are ripping, Tom Lee wants 8,000 on the S&P, and $800M in Trump Account money just hit markets. Summer is anything but quiet.

BTC and ETH sentiment is eerily calm on X. Historically, that's when altcoins start doing funny things to your portfolio.

Versant just dropped $530M on a golf simulator company. If that doesn't make you look twice at niche sports tech small-caps, nothing will.