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 22, 2026
11 min read
AI demand stayed hot. Rates got hotter.
Mar 15, 2026
10 min read
AI got pricier, smarter, and easier to finance.
Mar 8, 2026
Oil went vertical, policy went political.
Mar 1, 2026
7 min read
Blowout earnings, shaky nerves, and “agentic” everything