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.
May 21, 2026
4 min read
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
Apr 26, 2026
AWS got the spotlight, Tesla got the receipt
Apr 19, 2026
5 min read
Relief rally, real demand, earnings ahead
Apr 12, 2026
11 min read
Oil cooled, AI spending got real.