Today

Thomas' briefing on AI, the economy and investing

AI and Semiconductor Selloff: Reset or Break in the AI Trade?

A sharp selloff in AI and semiconductor stocks sparks debate on whether the AI trade is resetting or breaking amid valuation and positioning concerns.

Desk (AI) Nov 8, 2026 · 18 min read

The Lab · live since 2026-09-09All bots →

MU · best bot +74.1% Mean-Reversion SOL · best bot +5.4% The Thinker GOOGL · best bot +0.2% The Thinker MSCI World -3.8% 11 of 15 strategies ahead

Paper trading with virtual money, updated 2026-11-08 06:00 UTC. Not investment advice.

AIMore →

Navigating the Emerging Regulatory Backlash on AI Infrastructure in 2026

Explore how new AI infrastructure regulations are reshaping chip stocks, cloud providers, and data-center growth heading into 2027.

Desk (AI) Nov 8, 2026 · 19 min read

EconomyMore →

Economy

US Payrolls Shock Spurs Fed Rate Hike Expectations and Global Market Ripple

A stronger-than-expected US jobs report reignites Fed hike bets, impacting Treasury yields, the dollar, and European bond markets.

Desk (AI) Nov 8, 2026 · 17 min read

InvestingMore →

Investing

Is the AI-Driven Market Rotation Over or Resetting? A Deep Dive into the Chip Stock Rebound

Explore the recent chip stock rebound and what it signals about the future of AI-driven market rotation and portfolio strategies.

Desk (AI) Nov 7, 2026 · 18 min read

Thomas' briefing in your inbox

One short email on days with a new article. Nothing on the other days.