Published June 12, 2026
Below are a couple of recent writeups regarding the stock market’s efforts to value the enormous cost and opportunity of AI.
Alphabet
Ramp in Corporate Earnings Fuels Stock Market Surge
Published May 8, 2026
Below we offer Schwab’s analysis of the first quarter earnings. The rise in earnings and earnings expectations has driven the sharp rebound in stocks over the past few weeks. (more…)
Happy Happy
Published October 13, 2017
The stock market continued its happiness this week rising to further new highs. This bullishness is certainly rewarding to our subscribers as well as, frankly, anyone fortunate enough to have chosen to invest in the Nasdaq late last year. (more…)