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— Brooks & Cas

Nvidia delivered another blockbuster quarter, with revenue surging 85% year-over-year. But, per increasingly usual, that was not enough to impress Wall Street. The muted reaction reinforced a growing theme in markets: expectations for AI leaders have become almost impossibly high.

Next week shifts focus back to the broader economy. Friday’s Core PCE inflation report, the Federal Reserve’s preferred gauge, could heavily influence expectations for interest rates in 2026. At the same time, GDP revisions will offer fresh clues on whether the economy is slowing under the weight of high prices.

Kalshi has Anthropic at 69% to file this year, joining SpaceX and OpenAI at the front of the queue. Public investors spent a decade asking when the gates would open.

The answer: “all at once."

The Trump administration is investing $2B in quantum computing companies and taking equity, per WSJ. IBM (IBM) gets $1B. GlobalFoundries (GFS) gets $375M.

America has a venture arm now. Its fund manager might just be 20 years old.

The unit upstairs has a quarterly earnings call.

TipRanks tracked 6,000+ Wall Street analysts over a decade.

The average one underperformed the S&P by 1.27%.

The top 25 beat it by 21%.

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Not self-weather-app-checking.

The Surf Lodge is rolling out fast-food chicken tenders for the price of a Patagonia vest. Late-cycle excess used to require more imagination.