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    Dylan's Diary

    Daily insights and market commentary from Dylan Jovine

    Aug 6, 2026 · Thu

    Three Reasons a SpaceX-Tesla Merger Makes Sense

    SpaceX's latest earnings point to a potential Tesla merger. Explore 3 reasons why an Elon Musk mega-merger makes financial and operational sense.

    Aug 5, 2026 · Wed

    Where the Market’s heading next

    Is the AI bull market still strong? We answer key member questions on $1.4T AI spending, geothermal energy, wealth gains, and autonomous AI agents.

    Aug 4, 2026 · Tue

    The Biggest Threat to Your Portfolio Isn't Iran

    Rising bond yields and global debt threaten your portfolio. Dylan Jovine breaks down 19-year rate highs and why central banks are turning to gold.

    Aug 3, 2026 · Mon

    A Split Decision on the Mag Seven…

    Mag 7 earnings reveal a split decision. Dylan Jovine breaks down why MSFT & AMZN popped, why Meta is a buy, and Apple's sneaky AI play.

    Aug 2, 2026 · Sun

    Microsoft’s best day since 2008. Nobody noticed the real story.

    Microsoft, Amazon, and Apple rely on one hidden chip blueprint to power AI. Discover the low-profile tech stock collecting royalties on every single chip.

    Aug 1, 2026 · Sat

    Stocks hit an all-time high this week. Nobody noticed.

    The S&P 500 equal-weighted index just hit an all-time high while tech stocks tumble. Learn where smart money is moving in the AI market and what to buy next.

    Jul 31, 2026 · Fri

    Five Areas I'm Watching Closely Right Now

    Is the AI trade over? Dylan Jovine breaks down why the recent pullback is a buying opportunity and shares 5 top AI infrastructure trends to watch.

    Jul 30, 2026 · Thu

    Is the Mag Seven Dead?

    Is the Magnificent Seven trade dead? Dylan Jovine reveals why short-term hype is fading, what’s next for tech, and the top Embodied Intelligence (E.I.) stock.

    Jul 29, 2026 · Wed

    Why Central Banks Are Dumping Dollars and Buying Gold

    Legendary investor John Paulson says we're in a long-term gold bull market. Dylan Jovine breaks down why central banks are ditching the dollar for gold.

    Jul 28, 2026 · Tue

    60% Optimistic. 40% Cautious. Here's Why.

    Dylan Jovine breaks down today's market "split screen": rising 10-year yields vs. an AI-driven corporate profit boom. See what it means for your portfolio.

    Showing 81 - 90 of 373 posts

    Dylan Jovine

    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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