Software lags like early phase of dot-com unwind

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The slow burn in software stocks is erupting into an all-out bonfire

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Retail Revolution.

Apple posts record quarterly revenue and iPhone sales

Translating Microsoft’s CEO 

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Friday

💻 Soft where? Software.

Meta, Microsoft, and Tesla crush earnings, but at what cost

The view that changes everything.

 What Wall Street thinks the next bottleneck is in AI

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Thursday

🤖 Big Tech’s big beats

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Is Apple headed for a post-earnings bounce?

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The ride-share price wars

One year after the DeepSeek freak, the AI industry has adjusted and roared back

The Future of Aviation: Advanced Air Mobility 

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Wednesday

🍎 Will Apple bounce?

"The Big Short" New York Premiere - Outside Arrivals

GameStop surges after Michael Burry reveals he owns the stock

Booz Allen Hamilton dives after Treasury Department cancels contracts over leak

What analysts expect from Tesla’s Q4 2025 earnings

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Tuesday

🎮 Burry’s got game

This earnings season is a chance for AI hyperscalers to get their mojo back

Which restaurant chains are winning?

AI has given public markets the software scaries... and it’s spreading to private markets

PlusAI CEO David Liu on the future of autonomous driving 

This Week

📈This week’s tech earnings

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Tesla surges after Musk goes to Davos and the market likes what he has to say

Report: Everyone jumping in, sources say water feels great

Paramount is doing everything except the one thing that could give its Warner Bros. bid a chance of success

🚕 Tesla Robotaxis go it alone

Change in share price for select memory chip-related stocks since end of August. [CHART]

Inside Sandisk’s transformation from thumb drive dinosaur to the hottest trade in AI

Two charts that show why Amazon is building a giant physical store

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Today's Events

🦖 From dinosaur to hottest AI trade 

Greenland protestors with sign: Greenland is not for sale!

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Stocks slide as Trump doubles down on Greenland ambitions despite European pushback

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Why More ETF Traders Are Learning Futures

Bitcoin, one year after Trump’s second inauguration

🇬🇱 When green = red

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How Claude Code “is the ChatGPT moment repeated” — and why that’s awful news for software stocks

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Retail traders just poured the most money into the stock market since the post-tariff bottom

OpenAI’s Sora 2 started off scorching hot, but it’s cooled off quickly 

🚲 Retail rides again 