AI is still the loudest story in the market. But this week’s price action inside the tech sector is telling a quieter truth. The headlines are exciting. The reactions are not. And that gap matters.

W...

AMD did what it was “supposed” to do. It beat earnings, beat revenue, and raised guidance. And the stock still fell. That’s not a bug—it’s the market reminding investors that expectations were already...

Silver shocked markets this week after briefly touching $120 per ounce today (Thursday 1/29/26). That move capped one of the fastest commodity rallies in modern history. Silver is now up nearly 64% ye...

A massive winter storm is about to hit nearly half the country — and natural gas markets are already reacting. Prices have exploded more than 70% in just five days, one of the sharpest moves on record...

A White Paper on Why AI Is a Capability Revolution, Why It’s Accelerating So Fast, and How Leaders Should Position for the Next Decade

Executive Summary

I recently attended CES in Las Vegas, and one...

Oracle didn’t just stumble today—it face-planted. The stock plunged nearly 14%, and it wasn’t because of some dramatic earnings blow-up. No, the real story is the kind of aggressive spending that scre...

This year’s Thanksgiving-to-Cyber Monday numbers tell a story most headlines won’t: Americans might say they’re worried about the economy, but their wallets are telling the truth. 202.9 million shoppe...

Walmart just turned up the heat and it’s not shy about it: the retailer blasted past expectations, dropped a beat-and-raise, and then dropped a big move—shifting its stock listing to Nasdaq. The drama...

Wall Street is recalibrating as the FAA moves to curb flight capacity in response to the federal shutdown, now in its sixth week and marking a record 37th day on Thursday. Transportation Secretary Sea...

What's Driving This Boom - Part 1:

Gold is having a moment—quietly. Year-to-date, measured in U.S. dollars, the metal has outpaced major equity markets, not with meme-stock theatrics but with a stead...

Investors are watching auto credit more closely as more borrowers edge toward the risk frontier. The recent stress signals—Tricolor and First Brands—are nudging risk models and reminding markets that ...

Alright, folks, TSMC is making waves again, and this time they're doubling down on their 2025 revenue projections. Not just once, but twice this year! The chip titan is now eyeing a juicy mid-30% boos...

OpenAI teaming with AMD isn’t just a headline; it’s a macro bet with a hardware heartbeat. This isn’t the rumor you tuck away to buyr: it signals OpenAI’s long-game bet on a broad, scalable compute st...

Congress is inching along, markets are shrugging, and the real world keeps turning. The shutdown matters, but the tape on Wall Street isn’t panicking, so let’s cut to the chase.

Treasury Secretary Sc...

The market slipped Thursday—but it wasn’t because the sky’s falling. It’s because the data was too good. Yeah, welcome to the upside-down.

Jobless claims came in lower than expected. GDP for Q2? Revi...

AUM Navigator Weekly Report  - 

Week of Sept 18th, 2025

Market Status: Bullish Power

• Long-Term Trend: Up 

• Short-Term Trend: Up

• Momentum: Increasing

• Price Action:   Upside

Everyone’s watching Nvidia (NVDA) like it’s the only AI chip game in town. But while the crowd’s cheering for the obvious winner, Google (GOOGL) is pulling a classic stealth move.

Here’s what most pe...

Cracker Barrel just got a crash course in what happens when a legacy brand forgets who pays the bills.

Last week, the restaurant chain unveiled a new minimalist logo as part of a $700 million rebrand...