The Market's Primary Narrative Is Collapsing

B hyperscaler capex, grid constraints, layoffs and earnings risk for ORCL/OpenAI & Mag 7—see what it means for investors now.

This Week's Market Wrap: Crypto Shock, Software Slump, And The AI Repricing Cycle

Bitcoin’s sharp break lower drove violent moves in crypto-levered equities like Coinbase and Robinhood, tightening risk appetite until BTC rebounded above $70k late week.