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April 27, 2026 – Nasdaq Strikes Record Highs & Oil Jumps While FOMC Hangs In The Wings -( $EPRX $INTG $NOK $NVDA $ORKA $TSLA Rise!)
U.S. stocks traded mixed as the AI/tech powered Nasdaq established a new record high on Monday,…
by John F. Heerdink, Jr. April 27, 2026
April 24, 2026 – AI Chips, Hot PMIs, and Cooler Heads: A Week Where Macro Tried to Matter -( $AMZN $APLD $AVGO $EPRX $INTG $NOK $NVDA $OPEN $SOAR $WMT Rise!)
US equities wrapped the week on a mixed but tech-led footing, with AI and semis doing…
by John F. Heerdink, Jr. April 24, 2026
Agriculture & Energy
When Barrels Get Data-Driven: Vivakor, Sable Offshore, and Similarweb Rewriting Wall Street’s Energy Script -( $SHEL $SMWB $SOC $VIVK $XOM )
Sable Offshore Corp. (NYSE: SOC) and Similarweb Ltd. (NYSE: SMWB) add two very different—but highly instructive—chapters…
by John F. Heerdink, Jr. July 21, 2026
Sable Offshore: Refinancing The Exxon Lifeline Without Spilling The Coffee -( $SOC $XOM )
Sable Offshore Corp. (NYSE: SOC) is one of the market’s most combustible stories: a small-cap oil…
by John F. Heerdink, Jr. July 21, 2026
Fusion’s Big Bet: Inside the $22 Billion “Artificial Sun” That Wants To Rewrite the Energy Playbook
Wall Street has seen its share of big bets, but few are as audacious—or as delightfully…
by John F. Heerdink, Jr. July 15, 2026
Biotech & Healthcare
Eli Lilly-Backed Scribe Therapeutics Stuns Wall Street With a Rare Gene-Editing IPO -( $LLY $SCTX $SNY )
Eli Lilly-backed Scribe Therapeutics is having the kind of debut that makes Wall Street reach for…
by John F. Heerdink, Jr. 2 days ago
Defense, Rates, and Diabetes Tech: Three Very Different Signals With One Message -( $LMT $MODD )
Wall Street is getting three reminders at once: geopolitics can still move oil and yields, defense…
by John F. Heerdink, Jr. 3 days ago
Repligen’s $1.5B BioLife Acquisition Fits a Bigger Shift in Biotech M&A -( $BLFS $JPM $RGEN )
Repligen’s (REGN) $1.5 billion purchase of BioLife Solutions (BLFS) lands in the middle of a biotech…
by John F. Heerdink, Jr. 4 days ago
Consumer Goods & Trends
The $600 Million Cut: Ben Affleck’s AI Company, Netflix’s Bet, and the Data Behind the Drama – ( $NFLX $NVDA $SMWB )
Hollywood just added a new kind of tentpole: the AI post‑production startup. Investors would be wise…
by John F. Heerdink, Jr. July 21, 2026
Jerry Seinfeld’s Quiet Empire ( Now Starring Hudson Pacific Properties – $HPP )
Jerry Seinfeld has built the kind of real estate-and-collector-car portfolio that makes developers, auction houses, and…
by John F. Heerdink, Jr. July 20, 2026
Unbeatable Spain, Unbathable Baby: How Lamine Yamal Turned A Messi Bathtub Cameo Into Football Alpha
Spain’s shutout of France, Lionel Messi’s march with Argentina toward yet another World Cup final, and…
by John F. Heerdink, Jr. July 15, 2026
Financials & Fintech
Jamie Dimon on Bonds, AI and Deficits: Why Wall Street Should Stay Alert -( $JPM $SPY)
Jamie Dimon’s latest interview had the kind of calm, polished menace Wall Street loves: the economy…
by John F. Heerdink, Jr. 3 days ago
Wall Street’s Twofer: When Inflation Cools and Megabanks Heat Up the Tape -( $BAC $DIA $JPM $QQQ $SPY )
Wall Street just got a rare twofer: inflation that finally looks like it’s listening to the…
by John F. Heerdink, Jr. July 14, 2026
Wise Cracks Wall Street: Why This London Fintech Is Moving Its Money Show to Nasdaq -( $WSE )
Wise Group (WSE), the London-born money-transfer specialist, rang in its first day on Nasdaq with the…
by John F. Heerdink, Jr. May 11, 2026
Investing & Inspiration
NVIDIA’s Jensen Huang’s AI Vision Meets the Market’s Very Expensive Doubts -( $GOOGL $NVDA $PLTR $SPY )
Nvidia says the AI trade is still alive and kicking, while the market’s skeptics keep sharpening…
by John F. Heerdink, Jr. 1 hour ago
July 24, 2026 | Wall Street Gets a Cooler CPI, a Hotter Oil Bill, and a Nervous Fed This Week -( $AMWL $HPP $SMWB $SOC $YSG Rise!)
U.S. equities closed mixed to lower for the week after a risk-off stretch tied to higher…
by John F. Heerdink, Jr. 2 days ago
July 23, 2026 | Yields Rose, Oil Spiked, and Risk Appetite Packed Light -( $HIMS $HPP $IMAX $INTC $INTG $LPL $MODD $SOC Rise!)
U.S. equities finished lower on Thursday as investors digested a hotter risk backdrop, softer sentiment in…
by John F. Heerdink, Jr. 3 days ago
Materials & Natural Resources
Sable Offshore: Refinancing The Exxon Lifeline Without Spilling The Coffee -( $SOC $XOM )
Sable Offshore Corp. (NYSE: SOC) is one of the market’s most combustible stories: a small-cap oil…
by John F. Heerdink, Jr. July 21, 2026
From Abyss To Asteroid Belt: The New Resource Rush That Might Actually Deserve Your Risk Budget -( $TMC )
Wall Street is quietly opening a new frontier: a modern-day resource rush that stretches from the…
by John F. Heerdink, Jr. July 15, 2026
Gold to $4,900? Why Goldman Says the Party Isn’t Over -( $GLD $GS )
Goldman’s (GS) latest gold call still paints a bullish long‑term picture, but it comes wrapped in…
by John F. Heerdink, Jr. June 29, 2026
Technology & Beyond
NVIDIA’s Jensen Huang’s AI Vision Meets the Market’s Very Expensive Doubts -( $GOOGL $NVDA $PLTR $SPY )
Nvidia says the AI trade is still alive and kicking, while the market’s skeptics keep sharpening…
by John F. Heerdink, Jr. 1 hour ago
Elon Musk Says Money May Not Matter by 2036: What AI, Robots, and Deflation Could Mean for Tesla and the AI Trade -( $AMZN $MSFT $NVDA TSLA )
Elon Musk’s latest The Insider turn is vintage Musk: audacious, unsettling, and just coherent enough to…
by John F. Heerdink, Jr. 1 day ago
When Barrels Get Data-Driven: Vivakor, Sable Offshore, and Similarweb Rewriting Wall Street’s Energy Script -( $SHEL $SMWB $SOC $VIVK $XOM )
Sable Offshore Corp. (NYSE: SOC) and Similarweb Ltd. (NYSE: SMWB) add two very different—but highly instructive—chapters…
by John F. Heerdink, Jr. July 21, 2026
Latest News
NVIDIA’s Jensen Huang’s AI Vision Meets the Market’s Very Expensive Doubts -( $GOOGL $NVDA $PLTR $SPY )
Nvidia says the AI trade is still alive and kicking, while the market’s skeptics keep sharpening…
by John F. Heerdink, Jr. 1 hour ago
Elon Musk Says Money May Not Matter by 2036: What AI, Robots, and Deflation Could Mean for Tesla and the AI Trade -( $AMZN $MSFT $NVDA TSLA )
Elon Musk’s latest The Insider turn is vintage Musk: audacious, unsettling, and just coherent enough to…
by John F. Heerdink, Jr. 1 day ago
Eli Lilly-Backed Scribe Therapeutics Stuns Wall Street With a Rare Gene-Editing IPO -( $LLY $SCTX $SNY )
Eli Lilly-backed Scribe Therapeutics is having the kind of debut that makes Wall Street reach for…
by John F. Heerdink, Jr. 2 days ago
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NVIDIA’s Jensen Huang’s AI Vision Meets the Market’s Very Expensive Doubts -( $GOOGL $NVDA $PLTR $SPY )
Nvidia says the AI trade is still alive and kicking, while the market’s skeptics keep sharpening…
by John F. Heerdink, Jr. 1 hour ago
July 24, 2026 | Wall Street Gets a Cooler CPI, a Hotter Oil Bill, and a Nervous Fed This Week -( $AMWL $HPP $SMWB $SOC $YSG Rise!)
U.S. equities closed mixed to lower for the week after a risk-off stretch tied to higher…
by John F. Heerdink, Jr. 2 days ago
Amazon’s Amazing Theatrical Expansion – $AMZN $SPY
Amazon has unveiled ambitious plans to significantly increase its theatrical movie releases starting in 2025, aiming…
by John F. Heerdink, Jr. April 3, 2025
Lawrence Summers Warns of Economic Storm Clouds Ahead – $SPY $QQQ $DIA $VIX
Former Treasury Secretary Lawrence Summers has delivered a sobering outlook for the U.S. economy, suggesting that…
by John F. Heerdink, Jr. April 8, 2025
