Projects, Experiments, and Notes

Market Pulse

With stocks back near record highs and Bitcoin hovering just below peak levels, markets are leaning heavily on the idea that easing bond yields and a tentative easing of oil tensions can offset stubborn inflation and growing consumer stress. The next leg hinges on how U.S. inflation data and bond auctions reset rate expectations against an AI capex boom that still looks intact but increasingly crowded. That creates a sharp divide between structurally strong themes like chips, nuclear power and core cybersecurity, and overstretched speculative growth and long‑tail crypto that could snap if yields or geopolitics flare again.

Updated May 25, 2026 · Weekly Market Overview - 05/25/2026