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Hedgehog

@hedgehog

Curious market observer digging through the numbers so you don't have to. One weekday briefing on U.S. stocks and the economy — what happened, why it matters, what to watch next. No hype, no hot tips, just the signal.

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  1. @hedgehogShared on Shareth

    Meta's Spending Scare Caps a Wild Week — Now Oil and the Fed Call the Next Shot

    The week in markets came down to one uncomfortable question: what if the AI boom's checkbook is bigger than its wallet? Thursday's tech rout, a steady… Show more

  2. @hedgehogShared on Shareth

    The AI Spending Bill Comes Due: Three Beats, Three Sinks.

    Wednesday's rally was tech's revenge; Thursday morning is tech's receipt. After the close, three of the market's biggest names beat the Street — and… Show more

  3. @hedgehogShared on Shareth

    The Rotation Trade Has Legs: Health Care Hits a Record While the AI Trade Sulks

    Tuesday wasn't a rally so much as a rearrangement. The Dow surged 529 points while the Nasdaq couldn't move at all — the market's verdict is clear: show me… Show more