17 Feb 2026
The hyperscaler debt explosion:
Source: Brian Sozzi @BrianSozzi
16 Feb 2026
hey, capex is good. It will pay off” consider the historical record
Source: Peter Berezin @PeterBerezinBCA
16 Feb 2026
AI Risk Is Dominating Conference Calls as Investors Dump Stocks
Source: Bloomberg
16 Feb 2026
A Stock Market Doom Loop Is Hitting Everything That Touche AI
Source: Bloomberg
16 Feb 2026
US equities market broadening in a few pics.
“Old economy” and interest-rates sensitive sectors have been outperforming lately Note there are also parts of the economy which are LESS subject to AI-disruption Source: Bloomberg, RBC
16 Feb 2026
The "Feel good story of the day".
If you invested $10,000 in Beyond Meat in 2021, today you would have $41. The stock was as fake as the meat. Source: Brew Markets @brewmarkets Wall Street Mav
16 Feb 2026
The typical ETF investor has about half their portfolio in Tech Stocks
Source: Topdown Charts @topdowncharts
13 Feb 2026
Perhaps the trade this year isn't so much "sell America"rather something like: "spend a lot more money everywhere else" -
At least so far this year. For example, Asian stocks have made their best start over US equities since at least 2000: @TheTerminal Source: Lisa Abramowicz @lisaabramowicz1 Bloomberg
