AI-powered market analysis and insights

Peace deal headlines sent the Dow surging 625 points and oil tumbling $7. Social sentiment is electric — but the Strait of Hormuz is still very much closed.

Iran peace talks sent oil tumbling and stocks to all-time highs — but ARM jumping 11% and CRDO up 87% in a month are the moves worth actually talking about.

Stocks hit all-time highs, oil tanked 7% on Iran deal hopes, and crypto Twitter went suspiciously quiet. Here's what the silence actually means.

Oil dropped 7%, AMD surged 20%, and GameStop bid $56B for eBay with couch cushion money. Welcome to the week that had everything.

Goldman's sentiment gauge hits 1.7. Hedge funds dump tech at 2021 levels. S&P and Nasdaq hit all-time highs anyway. The market is absolutely unhinged right now.

Dimon, Cramer, BlackRock's Rieder, and Citi's Terry all showed up to the same AI infrastructure party this week. The SaaS sector did not get an invite.

Everyone's watching AMD and Intel pop. Meanwhile ServiceNow is quietly building the identity layer every AI agent deployment needs — and earnings are coming.

INTC already ran 13%. So where's the next leg of the AI infrastructure trade? Hint: it rhymes with 'smell' and has a very bullish chart.

Missiles, oil at $102, and Hormuz closure threats — yet the S&P 500 just hit an all-time high. We live in a simulation.

The S&P 500 and Nasdaq just hit all-time highs while the Strait of Hormuz stays closed and Citadel's Ken Griffin quietly warns of global recession. Normal stuff.

The Strait of Hormuz held the world hostage, Ken Griffin called a recession, and Palantir posted 85% growth. Just another week in 2026.

Hollywood's escapism surge is real, but crypto Reddit has its own escapism play — and it's not wearing Prada.