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 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.
Jan 25, 2026
Tariff jitters faded; AI + autonomy stole the close.