Sep 24, 2026 · Thu
Meta's Muse just sparked a massive tech rally
Meta’s new AI app, Muse, hits #1 on the App Store, driving a massive tech and semiconductor rally. See why investors are buzzing about Meta's new revenue stream
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Dylan's Diary
Daily insights and market commentary from Dylan Jovine
Sep 23, 2026 · Wed
The AI Race — Why America Wins
As Trump meets Xi Jinping, the U.S. and China race for AI dominance. Discover why America's capital markets provide the winning competitive edge.
Sep 22, 2026 · Tue
What I'm watching ahead of the Anthropic IPO
Anthropic is preparing for a massive $2 Trillion IPO. Here are the 3 major red flags investors need to watch—from revenue risks to AI liability—before buying.
Sep 21, 2026 · Mon
Why Insuring Meta and Amazon Suddenly Got More Expensive
Why is insuring Meta and Amazon debt getting more expensive? Apollo Global highlights rising credit default swap costs for AI hyperscalers and key market risks.
Sep 20, 2026 · Sun
Japan Just Raised Rates. Nobody Noticed.
The Bank of Japan raised rates to 1.25% as the Fed hit 4%. Unpack what the shift in global central banks and the unwinding yen carry trade mean for investors.
Sep 19, 2026 · Sat
Nvidia Is Now Lending People Money to Buy Nvidia
Is Nvidia’s $500B customer financing plan a red flag? Learn what this circular debt means for the market and how to prepare before October.
Sep 18, 2026 · Fri
Why Do Stocks Go Down When Interest Rates Go Up?
Why do stock prices fall when interest rates go up? Learn how rising rates squeeze corporate profits, impact mortgages, and slow growth.
Sep 17, 2026 · Thu
Amateurs Watch the Fed. Professionals Watch This.
Forget the Fed—professionals watch the 10-year Treasury yield. Learn why 5% yields signal a healthy market and how a surge in tech earnings fuels stocks.
Sep 16, 2026 · Wed
Should We Slow Down the AI Race?
Should we slow down AI development? Explore why leaders are urging caution, the risks of autonomous agents, and why staying at the frontier matters.
Sep 15, 2026 · Tue
The AI Guys Just Asked Everyone to Slow Down
AI leaders ask for a slowdown, but grid limits and power shortages already hit pause—causing major drops in chip stock prices across the market.
Showing 31 - 40 of 372 posts
Dylan Jovine
CEO & Chief Analyst
With 30+ years of experience in independent research, Dylan shares daily insights on where Wall Street isn't looking.
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