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.
Apr 26, 2026
4 min read
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.
Apr 5, 2026
Oil up, jobs firm, and AI math changed
Mar 29, 2026
Oil won, courts hit ads, AI got pricier.
Mar 22, 2026
AI demand stayed hot. Rates got hotter.