Feb 1, 2026
•
6 min read
AI capex jitters met earnings fireworks.
Jan 25, 2026
Tariff jitters faded; AI + autonomy stole the close.
Jan 18, 2026
Siri got a Gemini brain; Big Tech took a breather.
Jan 11, 2026
7 min read
Nuclear power, CES AI flexing, and fresh index highs.
Jan 4, 2026
New year, thin tape—Tesla delivered, Meta lawyered up.
Dec 28, 2025
8 min read
AI powered the tape—trust and governance priced the risk.
Dec 21, 2025
AI trade rebooted—then Musk hijacked the headlines.
Dec 14, 2025
AI skepticism bites — tech slips while value and cyclical strength shine.
