Q2 2026 U.S. productivity data strengthen the structural case for technology, automation and high-value-added production. Output per hour increased across manufacturing, durable goods, the business sector and nonfinancial corporations, while real hourly compensation fell from the first quarter in every sector examined. The most striking signal came from nonfinancial … [Read more...] about Q2 2026 U.S. Productivity Lifts Tech and Profit Outlook
Technology Stocks
CPI, PPI and AI Capex: Tech Retest or Lower High
Market outlook for August 14–21, 2026: July consumer and producer inflation cooled enough to reduce the immediate pressure for another Federal Reserve rate increase. That relief helped the S&P 500 close at a record high and carried the Nasdaq back toward its earlier peak. The next question is more difficult: is technology completing a successful retest before a new … [Read more...] about CPI, PPI and AI Capex: Tech Retest or Lower High
AI Depreciation: The Hidden Cost Behind the Boom
AI infrastructure may remain technologically useful while its economic value falls faster than its accounting life, creating a replacement burden that favors strong balance sheets. AI’s Hidden Replacement Bill: Could Depreciation Trigger a 2001-Style Market Shakeout? The first phase of the artificial-intelligence boom was about how much companies … [Read more...] about AI Depreciation: The Hidden Cost Behind the Boom
30-Year Treasury Yield at 5.13%: 2007 Echoes, Fed Risk Imminent Crash or a New Economic Era?
Market analysis as of July 22, 2026 — 30-Year Treasury Yield at 5.13%: Does This Foretell an Imminent Crash Like 2008—or Signal a New Economic Era? The US 30-year Treasury yield has returned to approximately 5.13%, a level associated with the period immediately preceding the 2007–2008 financial crisis. At the same time, the 13-week Treasury bill yield is approximately 3.73%, … [Read more...] about 30-Year Treasury Yield at 5.13%: 2007 Echoes, Fed Risk Imminent Crash or a New Economic Era?
Is a Top Forming in the AI Stock Market Bubble? China’s Open-Source Challenge and Nasdaq Risk
Market analysis current as of the July 20, 2026 U.S. close. The AI stock market bubble is being tested from two directions at once. China’s increasingly capable and inexpensive open-weight AI models are challenging the premium pricing of U.S. platforms, while American technology companies are committing extraordinary sums to data centers, processors, electricity and … [Read more...] about Is a Top Forming in the AI Stock Market Bubble? China’s Open-Source Challenge and Nasdaq Risk
SpaceX From Startup to Nasdaq launch
SpaceX From Startup to Nasdaq: Historic IPO, Valuation, Analyst Ratings and the AI Revolution Published: June 21, 2026 Market data and company information: Current through June 20, 2026, unless otherwise stated. SpaceX has completed one of the most dramatic transformations in modern business history: from a privately funded rocket startup … [Read more...] about SpaceX From Startup to Nasdaq launch