Cheap AI Models Just Hit Expensive AI Stocks
AI leadership broke. Breadth followed.
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Megacaps climb a wall of worry
Megacap leadership is back, but weak breadth, rising yields, and crypto pressure keep risk elevated.
The CLARITY Act Might Fail. Watch What Happens If the Odds Change.
The bill probably fails in 2026. If the vote math changes, crypto markets could reprice before Washington catches up.
A Fragile Truce Meets a Fragile Market
A fragile geopolitical pause meets weak market leadership, heavy earnings, and an uncertain Fed.
Bitcoin’s Low Market Cycle Risk vs. Sky-High Stock Prices
Bitcoin cycle-risk readings remain subdued while stock-market valuations sit near stretched levels.