1. AI Growth
AI Report Card…Exponential View with 3 Charts:
Nearly every public benchmark has moved upward since last year, making previous standards of excellence look decidedly ordinary
The length of tasks AI can do is increasing.
Perhaps even more crucially, the unit costs of AI are plunging exponentially. Azeem Azhar: “This is central to my definition of exponential technology—not solely about improving performance but about rapidly collapsing costs for a given capability.”
Zach Goldberg Jefferies
2. 195 Countries in World Today….32 Have an AI Data Center
NYT
3. MAG 7 Returns 2025
Charlie Bilello
4. Strait of Hormuz Oil Destinations
Social Site News
5. Israel and U.S. Bomb Iran—Oil Collapses
Daily Chartbook
6. HIMS -35% in One Day…Still Not Back to May Lows….Still +66% Year to Date
StockCharts
7. Largest 3-Month Outflows from Small Cap Stocks Since 2007
The Irrelevant Investor
8. $320B Flows into Money Market Funds 2025
Bloomberg-Households have been a key driver of the inflows. Since the Fed started raising rates in March 2022, total assets under management in US money funds have swelled by roughly $2.5 trillion, and retail investors have accounted for about 60% of that, Investment Company Institute data show. Data from ICI exclude firms’ own internal money funds, unlike Crane Data, which tracks the money market industry.
VettaFi
9. Condo Sales Fall to 2012 Levels
Wolf Street
10. Walter Williams on Education
Thomas Sowell