Google Pulls Ahead

The artificial landscape has just been shaken up – keep reading on.  Blink, and a company could get smashed by the next Goliath. A leaked memo floating around OpenAI mentions that staff are taken aback by the incredible strides that Alphabet (GOOGL) has taken with its new Gemini 3 AI. This is a competition with […]

November 24, 2025

Global Market Comments November 24, 2025 Fiat Lux   Featured Trade: (MARKET OUTLOOK FOR THE WEEK AHEAD, or THE TAIL WAGGING THE DOG) ($INDU), (SPY), ($VIX), (GOOGL), (GS), (MS), (RKT),(NFLX), (AMZN), (GOOGL), (APPL), (NFLX), (GS), (ZM), (MS), (BLK)

The Market Outlook for the Week Ahead, or The Tail Wagging the Dog

You can be forgiven for thinking that the stock market has become manic-depressive, which, over the last two trading days, ended up violently flat. On Thursday, the Dow Average ($INDU) shed 1,100 points in the wake of Nvidia’s blockbuster earnings report. NASDAQ (QQQ) stocks saw the widest range since April 2 Liberation Day, when stocks […]

WHEN IN DOUBT, ACQUIRE SOMETHING WITH ‘AI’ IN IT

(ADBE), (GOOGL) In its latest attempt to prove it’s still got teeth in the AI era, Adobe (ADBE) just dropped $1.9 billion in cash on Semrush, a mid-tier SEO platform that, until recently, was bleeding low-end customers and nursing a PR narrative about “Generative Engine Optimization.”  It sounds futuristic until you realize it’s just SEO […]

Take A Look At A.I Data Centers

What is the trend that will power AI stocks through the AI bubble? AI data center stocks and the acceleration of it. A great deal has been promised by AI, and none of this can happen without the data capacity. The build-out has been nothing short of breathtaking, with billions upon billions being thrown at […]