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Adding a Little Salt to the Race for Better Batteries
CHART OF THE DAY GOOD MORNING! It's said that a rising tide lifts all boats, and if we're talking about energy, it certainly seems to...
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Why Moonshot's Kimi Is a Solvable Problem – for Companies and Investors
CHART OF THE DAY GOOD MORNING! Markets appear to have had another DeepSeek moment on Friday – a moment in which a Chinese AI startup...
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IBM's Selloff Overlooks the MIPS Meter
CHART OF THE DAY GOOD MORNING! By now everyone knows about IBM's version of a "Terrible, Horrible, No Good, Very Bad Day" that saw its...
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Could the U.S. Drone Effort Add Propulsion to Auto Supplier Stocks?
CHART OF THE DAY GOOD MORNING! In 1940, President Franklin D. Roosevelt foresaw that the U.S. was likely to eventually be sucked into World War...
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Small Deals, Big Ask: Can M&A Give Small-Caps a Second Wind?
CHART OF THE DAY GOOD MORNING! Small-caps have handily outperformed their large-cap counterparts this year, with the Russell 2000 up 18.6% thus far in 2026...
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The AI Arms Race Encounters Cold-War Game Theory
CHART OF THE DAY GOOD MORNING! It looks like the prisoner's dilemma is entering the age of AI. That might be a problem for U.S....
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Can Earnings Season Revive a Lethargic Stock Market?
CHART OF THE DAY GOOD MORNING! The S&P 500 keeps chugging along, but it doesn’t feel like that. Investors are hoping corporate earnings can help...
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Stocks Are Going Berserk but the Stock Market Isn’t
CHART OF THE DAY GOOD MORNING! For all the chaos going on in the stock market, the overall index appears rather calm. While that has...
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Unwrapping The Sustainability of the K-Shaped Economy
CHART OF THE DAY GOOD MORNING! A K-shaped economy is concerning, but signs suggest that it could continue to widen and yet still might not...
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What to Make of Meta’s Plans to Potentially Rent Its AI?
CHART OF THE DAY GOOD MORNING! Meta is working on a plan for a cloud infrastructure business that will allow it to rent out its...
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