Markets
How Dependent Is the Stock Market on the AI Boom?
The S&P 500 is more concentrated than at the dot-com peak, with a handful of AI names carrying the index. Here is how dependent the market really is, measured with Claude.
Markets
The S&P 500 is more concentrated than at the dot-com peak, with a handful of AI names carrying the index. Here is how dependent the market really is, measured with Claude.
Claude Workflows
One command in Claude's Equity Research plugin builds the company research, the financial model, the valuation and a 40-page report. Here is the full walkthrough, step by step.
Stocks
The biggest IPO in history just landed. I use SpaceX to show how to analyse any IPO with Claude: business, valuation, risk, mechanics, verdict.
Stocks
An interactive, beginner-friendly dashboard of Alphabet (GOOGL): how Search, YouTube, Google Cloud and Other Bets make money across revenue, the balance sheet, cash flow and valuation. Built from Alphabet's Q1 2026 filings.
Markets
Energy is up 33% YTD. The S&P 500 is up 9%. A 10-stock lens to see who's actually capturing the move and why the different corners of the sector are moving very differently.
Stocks
NVIDIA scores 76/100 through Q1 FY27. Strong balance sheet, record growth print, still-rich valuation, and one real asterisk: top customer now 30% of receivables, up from 25%.
Markets
Three weeks ago, European defence was crushing US primes. The trade has flipped - but the fundamentals haven't. A 10-stock comparison, the three biggest shifts, and the lens that separates signal from noise.
Claude Workflows
The full step-by-step on installing Claude's free finance plugins. Setup to first command in under five minutes.
Stocks
The most-anticipated game ever launches in November. The company behind it is called Take-Two (NASDAQ: TTWO). Here's the setup six months out, and what's already in the price.
Claude Workflows
Twenty minutes. Three checks. Once a week. The disciplined weekly review buy-side desks have been running for decades, translated into 3 Claude prompts you can copy and run yourself.
Claude Workflows
20+ new finance plugins. 4 are built for everyday investors. Here's the honest read on what each does and which ones to skip.
Stocks
A clear-eyed look at Apple's fiscal 2025 numbers: the headline metrics, segment mix, and five-year trends. Plus the chart-by-chart read on what's driving each move.