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 29, 2026
4 min read
Memory got expensive, and megacaps paid the bill
Jun 28, 2026
Jun 21, 2026
Peace lifted tech, while the Fed pushed back
Jun 14, 2026
5 min read
Oil whipsawed, Apple stumbled, AI plans diverged
Jun 7, 2026
AI spending met rate fear.
May 31, 2026
Inflation stayed hot, oil fell, and AI spending surged.