CoreWeave & Oracle: A Cloud of Optimism

CoreWeave ended up 9.4% higher, and Oracle jumped 9.2%. It’s the kind of percentage that makes you briefly consider a career change. Maybe alpaca farming. Less volatile. Although, I suppose alpaca feed prices are subject to market forces, too. Everything is, isn’t it?

AI Hype: Riding the Serpent Before It Bites

The whole thing reeks of the late 90s, only this time the dot-coms have been replaced by GPU farms. Everyone’s scrambling for a piece of the pie, convinced this time it’s different. It’s NEVER different. It’s always just a new way to separate fools from their money. But hey, who am I to argue with momentum? I’m just a guy watching the whole thing burn, taking notes, and occasionally placing a cynical bet or two. And right now, the signal is… well, it’s deafening. Even if the global economy decides to stage a dramatic collapse – Iran, inflation, the usual suspects – this AI delusion will likely stagger on. They’ve got too much invested in the story.

DC Needs a Series Exploring the Justice League of Earth-1985

Let’s not get bogged down in the details of the Doomsday Clock storyline, a 12-issue series by Geoff Johns and Gary Frank. It’s essentially a sequel to Watchmen that also includes characters from the main DC Universe. One interesting idea the series presented is that the primary DC Universe is actually a central “Metaverse.” This means all other alternate worlds in the Multiverse originate from this main timeline – similar to how the “Sacred Timeline” works in Marvel’s Loki. However, in the DC Universe, everything revolves around changes to Superman’s origin story. Whenever Superman’s past is altered, the previous version of him doesn’t disappear; instead, it continues to exist on a new, separate timeline. The recent DC KO event further emphasized Superman’s importance as the core of this Metaverse.

Oil & Inflation: A Comedy of Errors

Let’s be blunt: filling up your gas tank is about to become a more… intimate experience. More intimate with your wallet, that is. Oil goes in, money goes out. Groundbreaking analysis, I know. But seriously, gas prices are the canary in the coal mine of inflation. They change daily, sometimes hourly. It’s enough to give a macro strategist a nervous twitch. Historically, we’ve seen inflation averages around 3.8%. Pleasant. But we’ve also seen it rocket to 20% in 1920. A time when flappers and high inflation went hand-in-hand. The market doesn’t love high inflation. When it goes above 5%, S&P 500 returns tend to average around 2.4%. It’s like trying to waltz with a lead balloon.

Investments & The Unseen Ledger

There is, first, the matter of Rivian. A venture predicated on the promise of electric conveyance, it exists now in a state of near-completion, perpetually on the verge of either ascension or dissolution. The company, should it survive, is poised to introduce the R2, a vehicle that, should it prove commercially viable, may or may not justify the considerable expenditure already incurred. One observes, with a detached curiosity, the allocation of resources, the relentless pursuit of a future that remains stubbornly elusive. It is a gamble, certainly, but one framed not by ambition, but by a sort of desperate necessity.

Sprinklr: A Most Peculiar Prosperity

Before the day had fully succumbed to its inevitable disappointments, Sprinklr unveiled its fourth quarter and full fiscal 2026 numbers. Revenue, a shade under $221 million, rose a respectable nine percent year-over-year. Subscription revenue, the lifeblood of these digital endeavors, climbed six percent to over $193 million. Net income, adjusted for the usual accounting sleights of hand – a necessary fiction, wouldn’t you agree? – leaped sixteen percent to nearly $32 million, or $0.13 per share. A tidy sum. One begins to suspect someone, somewhere, is actually managing things.

Kate Winslet Joins Andy Serkis’ ‘LOTR: The Hunt for Gollum’ in Major Role

Andy Serkis will direct the new film and reprise his role as Gollum. According to Deadline, Serkis and Peter Jackson spent much of last year persuading Kate Winslet to join the cast. Filming will take place in New Zealand and require Winslet to be there for several months. Production is scheduled to begin in late May and continue through October.

The Best Series to Binge on Peacock in March 2026

‘The Hunting Party’ is a crime drama about a special team that goes after the country’s most dangerous criminals. Melissa Roxburgh stars as a member of this small investigative group, tackling tough, unsolved cases that are beyond the reach of regular police. Currently available on Peacock as of March 2026, the show delves into the mental and physical challenges faced by those who hunt the hardest-to-catch offenders. It blends thrilling suspense with classic crime-solving techniques for a fresh and engaging story.

Silicon & Snow: Navitas’ Ascent

One might say the company has been hibernating, a seed beneath the frozen ground of the market. Its initial public offering in 2021, a tentative reaching for the sun, was followed by a slow, disheartening decline – a 15% fall. But today, a thaw. The launch of new SiC MOSFET and AI-focused power platforms – these are not merely products, but promises. Promises of efficiency, of reduced heat, of a more sustainable flow of energy. The question, as always, is whether the market will nurture this fragile growth.