The Weekly Investor

Markets

Mar 25, 2026

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7 min read

Markets Are Hostage to a Headline — And That's Not Changing Soon

This is what a headline-driven market looks like up close.

The Weekly Investor

Crypto

Bitcoin Holds $73K Before FOMC as ETF Inflows Hit $199M

Mar 23, 2026

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3 min read

Bitcoin Holds $73K Before FOMC as ETF Inflows Hit $199M

Bitcoin is consolidating near $73,500 ahead of the Fed's rate decision. Spot BTC ETF inflows hit $199M Wednesday, signaling an institutional floor at a key level.

The Weekly Investor

AI & Tech

Apple's Product Blitz: iPhone 17e, M5 Macs, MotionVFX

Mar 23, 2026

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4 min read

Apple's Product Blitz: iPhone 17e, M5 Macs, MotionVFX

Apple launched the iPhone 17e, M5 MacBooks, and acquired MotionVFX Wednesday, pushing AAPL up 0.6% as the company presses its hardware cycle amid macro uncertainty.

The Weekly Investor

AI & Tech

GTC 2026: Vera Rubin, NVL72, and Nvidia's $1 Trillion Bet

Mar 23, 2026

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4 min read

GTC 2026: Vera Rubin, NVL72, and Nvidia's $1 Trillion Bet

Nvidia unveiled Vera Rubin GPUs, the NVL72 Supercomputer, and a $1T revenue outlook at GTC 2026. Here's what it means for AI infrastructure investors.

The Weekly Investor

Stocks

Nvidia Gains on China Win as AMD and Intel Feel the Squeeze

Mar 23, 2026

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3 min read

Nvidia Gains on China Win as AMD and Intel Feel the Squeeze

Nvidia's H200 chip approval in China drove NVDA higher Wednesday as Wedbush targets $500. AMD and Intel face direct and immediate competitive pressure.

The Weekly Investor

Stocks

Micron Earnings Tonight: Wedbush Raises Target 56% to $500

Mar 23, 2026

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4 min read

Micron Earnings Tonight: Wedbush Raises Target 56% to $500

Micron reports after the close with Wall Street expecting $8.74 EPS on $19B in revenue. Wedbush just raised its price target 56% to $500. Here's the full setup.

The Weekly Investor

Macro

BOJ Meets Simultaneously as $100 Oil Reshapes Global Policy

Mar 23, 2026

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4 min read

BOJ Meets Simultaneously as $100 Oil Reshapes Global Policy

The Bank of Japan decides rates on the same day as the Fed as the Iran oil shock complicates central banks worldwide. What it means for dollar-yen and U.S. positioning.

The Weekly Investor

AI & Tech

OpenAI Is Playing Catch-Up — And This Superapp Is Its Answer

Mar 23, 2026

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4 min read

OpenAI Is Playing Catch-Up — And This Superapp Is Its Answer

OpenAI built the most recognizable brand in artificial intelligence. Now it's scrambling to defend it.

The Weekly Investor

AI & Tech

Could AI Replace Google Search? Why the Internet Is Starting to Change

Mar 23, 2026

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3 min read

Could AI Replace Google Search? Why the Internet Is Starting to Change

For more than two decades, traditional search engines have been the main way people find information online. Whether someone is looking for news, product reviews, or answers to everyday questions, the typical process has always been the same: type a question into a search bar and browse through links. However, artificial intelligence is beginning to change that experience.Instead of returning a list of websites, many AI-powered tools now generate direct answers, summaries, and recommendations. This shift is raising an important question about the future of the internet.Could AI eventually replace the way we search for information?

The Weekly Investor

Macro

PPI Comes in at 0.7%, Worst Inflation Surprise in a Year

Mar 20, 2026

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4 min read

PPI Comes in at 0.7%, Worst Inflation Surprise in a Year

February PPI rose 0.7% versus a 0.3% estimate, pushing the annual rate to 3.4%. The Fed held at 3.5%–3.75%. What the dot plot says about 2026 rate cuts.

The Weekly Investor

Markets

Oil at $104 and Rising: The Iran War Hits Every Market

Mar 20, 2026

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4 min read

Oil at $104 and Rising: The Iran War Hits Every Market

Brent crude hit $104 and WTI neared $98 after Israeli strikes targeted Iran's South Pars gas field. How the oil shock is reshaping every asset class today.

The Weekly Investor

Markets

S&P 500 Fights Back as Fed Day and Hot PPI Collide

Mar 20, 2026

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4 min read

S&P 500 Fights Back as Fed Day and Hot PPI Collide

US equities recovered midday after hot PPI sent the Dow down 235 points. The S&P 500 holds 6,716 with the Fed decision due at 2 p.m. Here's what matters.

The Weekly Investor

AI & Tech

Nvidia's China Chip Win Backs a $1 Trillion AI Revenue Call

Mar 20, 2026

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4 min read

Nvidia's China Chip Win Backs a $1 Trillion AI Revenue Call

Beijing approved Nvidia's H200 chip sales in China as Jensen Huang projected $1 trillion in AI revenue through 2027 at GTC 2026. Here's the full trade.

The Weekly Investor

Markets

Fed Holds Rates as Iran War Kills 2026 Cut Hopes

Mar 18, 2026

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4 min read

Fed Holds Rates as Iran War Kills 2026 Cut Hopes

The Fed held at 3.5%–3.75% as hot PPI and the Iran oil shock make 2026 rate cuts nearly impossible. What traders need to know before Powell speaks.

The Weekly Investor