AI-powered market analysis and insights
Intel is up 200% YTD, OpenAI filed an S-1, oil briefly touched $97, and markets shrugged. Either everyone's a genius or nobody's paying attention.
Chip stocks crater, Bitcoin bleeds, crude spikes to $93, and gold is literally being shipped to China. The market is sending a message — are you listening?
The Dow hit a record 51,561 while Broadcom cratered 13%. Rotation is real, the AI hype is cracking, and Blackstone just quietly locked the back door.
Oil's spiking, bonds are screaming, Ray Dalio thinks we're cooked, and somehow Macy's is the hero of the week. Welcome to the market in 2025.
S&P 500 hits record highs, forward earnings growth tops 20%, and Goldman's David Solomon admits we're in 'greed' mode. The bull case is getting harder to argue with.
S&P hit fresh record highs for the 8th straight session while Alphabet dropped an $80B equity deal, Berkshire endorsed it, and Anthropic raced OpenAI to the IPO finish line.
Oil surged 7%, Anthropic filed for a near-trillion-dollar IPO, Nvidia entered the PC market, and Berkshire just bought a homebuilder. Normal Monday stuff.
S&P, Nasdaq, Russell, Dow — all at ATHs. Sector rotation is the game, geopolitics is the wildcard, and Kevin Warsh might be the plot twist nobody's modeling.
Q1 earnings beat by ~$10/share, S&P is eyeing 7,700, and the Fed just quietly put a rate hike back on the table. Summer is not playing around.
WTI fell 4.5% to ~$89.60 on Iran peace deal speculation while American Airlines guides +15% revenue YoY. Markets are confused. So is everyone else.
Nasdaq at record highs, Micron crossing $1T, SpaceX eyeing $2T — and credit card delinquencies hitting 13%. The K-shaped economy isn't a theory anymore.
The market's at all-time highs but feels like a funeral. Big Tech is dropping $700B on AI infrastructure. And somehow, the bears think they're winning.