Trump’s Polls | Rubrik Beats Again

What matters more to Trump than the stock market?
US Equities | Time to Cover Shorts and Dip Into Longs

A pattern to the chaos… cautiously optimistic near-term
Rubrik (RBRK) | Martin Wolf on US Exceptionalism

Great innovation, poor communication tech CEOs. Economics of happiness.
Grifols | MicroStrategy | BTC | Convertibles

Tim Hall on MSTR stock valuation. Grifols buyer flakes.
Rubrik (RBRK) | Q2 Earnings Preview

How much did CrowdStrike outages help?
US Banks | GS/USB | At Record Highs

Because of CEO Solomon, or despite him?
Nvidia | What Industry Insiders Are Saying

Tech that’s difficult to explain or understand
Market Sell-Off | Iran-Israel & Axis

Couch commentary. SPX ‘wedge’. Update on planned attacks on Israel
US Equities | The Last Wall Street Bear Standing

Why JPM’s Kolanovic escapes our attention. Wall Street S&P 500 forecast review
Meme Stocks | GameStop | AMC | King Ken

A resurgence in the ‘Meme stock’ phenomenon. But, will it last?