AI-powered market analysis and insights

One analyst says AI users would need to spend 15% of U.S. GDP on services by 2030 to justify today's hyperscaler bets. YouTube's finance creators are starting to agree.

QQQ just kissed its 200-day EMA and bounced. History says that's a 83% setup for a six-month rally. The bears say history didn't have tanker mines.

Ship traffic through the Strait of Hormuz has cratered from 135 vessels a day to as few as 2. Jet fuel is up 80%. Here's what traders are actually doing about it.

Strait of Hormuz ship traffic collapsed from 135 vessels per day to just 2. The S&P 500 is up 10% anyway. Markets are weird. Here's why.

North Korea just pulled off a $6.3B Binance heist and crypto didn't blink. X sentiment is now chasing something unexpected.

An $80B net loss that's mostly fake, compute costs that collapsed from 251% to 48% of sales, and a valuation that makes GPT-4 look cheap. Welcome to Anthropic's IPO.

Palantir is the crowd favorite but Airbnb is quietly posting 3-year highs. Here's what social sentiment is getting right and wrong this earnings week.

Intel just posted its worst single-day drop in four decades. Retail traders are circling, but the AI spending anxiety is spreading fast.

Indonesia's stock market is down 40% this year with $5B in record outflows. Now MSCI is threatening a double downgrade that could make it effectively uninvestable.

Will Danoff passed on Tesla after a blowout 2019 quarter and watched it 10x without him. His takeaway is simpler than you'd think.

Tech bled, oil won, and the VIX twitched. But while Wall Street stared at the usual suspects, a few small-caps quietly did their thing.

Semiconductors, search giants, and tankers all burned this week. Here's the full social sentiment breakdown of the most chaotic 5 days in months.