After Nvidia Earnings, Here’s the State of Ai.

What companies said during earnings season.

Meta, Amazon, Visa, and More Confirm Our Views.

Back to Earnings as Uncertainty Rolls Over.

Resilience in the Face of Uncertainty.

Big Tariff Pivot + Forward Buying.

Data we are tracking remains firm.

Tesla vs. BYD: The New EV War Has Begun.

The Data —> Sentiment vs Reality

Market Moves, Spending Trends, and Falling Egg Prices

27 Data Points Shaping Our Market View

A Standard Pullback in a Bull Market That Can Last

Big Growth Stories: Zillow’s Traction, Block’s Margins, and the Future of Robots

AI in the Workplace: Who’s Using It & Who’s Not

AI App Spending: Who’s Winning the Monetization Game?

Agentic AI, Workforce Shifts & Regulation—Key Trends for 2025

Equity Market Trends During Election Seasons: Small Caps Advance

App Store Trends: Meta’s Reign, Threads on Top, and Snapchat’s Subscription Wins

Fully Autonomous Robotaxis Have Arrived…

Blocks ASIC Chip Opportunity…

Software valuations opportunity…

Some Ai Trends to Watch…

We See Equity Tailwinds on the Horizon

Tailwind for Zillow as Rate Cuts Coming as Inflation Eases

Cash App, Amex vs eBay, 2%