Stocks Just Had Their Worst Week in a Year. The Companies? Still Fine.
Weekly Market & ValueAligned Portfolio Review — trading week of June 1–5, 2026 The short version The S&P 500 — a list of 500 of the biggest U.S. companies — fell 2.6% last week. Tech stocks fell harder, down 5.6%. Almost all the selling hit the biggest tech and AI names. The average stock barely […]
How AMD Made $120 Billion in AI Deals — Explained in Plain English
What this post is about AMD makes computer chips. Two years ago, most people knew them for the chips inside gaming PCs and regular business computers. In the last 12 months, they signed deals worth more than $120 billion to make AI chips for the world’s largest AI companies. This post explains what changed, why […]
How AI is Breaking Executive Pay: The Shift to Moonshot Compensation
Executive compensation changed dramatically in early 2026. Meta and Tesla are betting billions that all-or-nothing pay packages are the only structure that can compete in the AI talent market. TL;DR Meta issued stock options to top executives for the first time since its 2012 IPO, with strike prices requiring the company to reach a market […]
Microsoft’s AI Transformation: From $13 Billion to Category Dominance in 12 Months
Microsoft Cloud crossed $51.5 billion in a quarter, Azure grew 39%, and remaining performance obligation hit $625 billion. Inside the AI shift.
