Weekly Sunday brief on the Magnificent 7 stocks, what moved markets, and what’s next.
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Dec 28, 2025
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8 min read
AI powered the tape—trust and governance priced the risk.
Feb 22, 2026
6 min read
Tariffs blinked, chips cheered, megacaps steadied
Feb 15, 2026
AI capex nerves, regulator heat, and a CPI exhale.
Jun 7, 2026
4 min read
AI spending met rate fear.
May 31, 2026
Inflation stayed hot, oil fell, and AI spending surged.
May 24, 2026
AI stayed hot, expectations got tougher.
May 21, 2026
AI hit records, then oil reminded everyone rates still matter.
May 10, 2026
Chips roared, jobs steadied, power bills followed.
May 3, 2026
Cloud growth passed the AI test