Mar 15, 2026
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10 min read
AI got pricier, smarter, and easier to finance.
Mar 8, 2026
8 min read
Oil went vertical, policy went political.
Mar 1, 2026
7 min read
Blowout earnings, shaky nerves, and “agentic” everything
Feb 22, 2026
6 min read
Tariffs blinked, chips cheered, megacaps steadied
Feb 15, 2026
AI capex nerves, regulator heat, and a CPI exhale.
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.
Jan 18, 2026
Siri got a Gemini brain; Big Tech took a breather.
Jan 11, 2026
Nuclear power, CES AI flexing, and fresh index highs.
Jan 4, 2026
New year, thin tape—Tesla delivered, Meta lawyered up.
Dec 28, 2025
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.
