Q: Economic growth and inflation updates?
Q: Big tech earnings vs capital expenditures?
Q: Potential reasons that pipelines and oil and gas are up so much this year?
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Headline Round Up!
*TEXAS! Oil Spikes Consistent With Military Build Up In The Middle East.
*Companies Are Converting Aircraft Engines to Land-Based Natural Gas Turbines to Powering Data Centers.
*WSJ Opinion Piece by Andy Kessler: How to Profit in a Mad Market?
*Jobless Claims Still Near Historic Lows?
*Kevin Hasset Slams New York Fed Paper: “the worst paper . . .in the history of the Federal Reserve System”. Fed’s Kashkari Rips Hasset Back.
*Sold Out! Western Digital Sells Out Entire Hard Drive Inventory As AI Data Centers Gobble Up Supply. Shares Up 65% in 2026.
*Down 66% From Peak: Number of Bitcoin Futures Contracts.
*Pay Up Now! Delinquency Rate for Office Owners Jumped to Record High Last Month. Lenders Calling in Tens of Billions in Troubled Loans.
*You Can’t Touch This: Blue Owl Halts Redemptions on Private Credit Retail Fund(2)!
*Palantir Moving From Denver to Miami.
*Wow! $3,400 Per Hour For Top Lawyers?
*AI Making Music! Google Gemini and Apple Add Tool to Create Music Tracks.
*Ebay Spikes on 15% Revenue Increase In the Fourth Quarter.
Profit Report
Alex, how is AI improving wealth management and financial services? Planning? Client Services? Research?
U.S. Gross Domestic Product Quarter over Quarter (02/21/2021 – 12/31/2025)
– Courtesy of Bloomberg LP
U.S. Personal Consumption Expenditure Index Year over Year (02/21/2021 – 12/31/2025)
– Courtesy of Bloomberg LP
U.S. Initial Jobless Claims Seasonally Adjusted (01/01/1966 – 02/13/2026)
– Courtesy of Bloomberg LP
Invesco QQQ Trust Series 1 vs State Street Energy Select Sector SPDR ETF (12/31/2025 – 2/20/2026)
– Courtesy of Bloomberg LP
The Ever-Steepening Trajectory of AI Capital Spending: Largest US Tech CAPEX Forecast
– Courtesy of Bloomberg LP
Magnificent 7 Stocks: Total Capital Expenditures vs Market-Cap Weighted Averages EPS (2021 – 2027 Estimates)
– Courtesy of McGowanGroup
U.S. Crude Oil Futures Contract Spot Price (12/31/2025 – 2/20/2026)
– Courtesy of Bloomberg LP
Recurrent MLP Infrastructure Fund (12/31/2025 – 2/20/2026)
– Courtesy of Bloomberg LP
S&P 500 Index Earnings Analysis by Sector (11/16/2025 – 2/15/2026)
– Courtesy of Bloomberg LP
