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.
Mar 8, 2026
Oil went vertical, policy went political.
Mar 1, 2026
7 min read
Blowout earnings, shaky nerves, and “agentic” everything
Feb 8, 2026
Capex sticker shock...then the Dow hit 50K.
Feb 1, 2026
AI capex jitters met earnings fireworks.