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At present’s Animal Spirits is delivered to you by Grayscale and ClearBridge:
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Rising geopolitical tensions, continued market uncertainty, shares backed by can supply extra predictable money flows as volatility will increase. Go to https://www.clearbridge.com/ to be taught extra.
On right this moment’s present, we focus on:
Hear right here:
Charts:
Suggestions:
Tweets/Bluesky:
Russell 2000 now seening rising EPS 40% this 12 months (down sharply from Q1) and 38% subsequent 12 months $IWM GS pic.twitter.com/vp238EkMmS
— Mike Zaccardi, CFA, CMT 🍖 (@MikeZaccardi) Might 16, 2026
An enormous pivot from Ken Griffin on AI:
“Primary is, in the previous couple of months, there was a step change within the productiveness of the AI toolkit. It’s profoundly extra highly effective than it was simply 9 months in the past.
And for us at Citadel, that has allowed us to unleash a much wider… pic.twitter.com/IJBbPAntop
— Brett Caughran (@FundamentEdge) Might 16, 2026
That is unbelievable. Synthetic intelligence getting booed out of the stadium in any graduation speech it’s talked about. Possibly telling faculty college students AI was taking their jobs wasn’t the very best technique. Should watch —> pic.twitter.com/35UMSz5T5a
— Alex Kantrowitz (@Kantrowitz) Might 17, 2026
Particulars on what is going on on:
> Our authentic purpose was an 8-hour run – we needed to run nonstop and totally autonomous. Since then, we made the choice to maintain the social gathering going. We’re now over 48 hours of nonstop autonomous operation with out a failure to carry out the use case. This…
— Brett Adcock (@adcock_brett) Might 15, 2026
The vibes in SF really feel fairly frenetic proper now. The divide in outcomes is the worst I’ve ever seen.
Over the past 5yrs, a gaggle of ~10k folks – staff at Anthropic, OpenAI, xAI, Nvidia, Meta TBD, founders – have hit retirement wealth of nicely above $20M (again of the envelope…
— Deedy (@deedydas) Might 16, 2026
Digital gold?
Financial hedge?
Decentralization?
World liquidity?
Censorship resistance?
Portfolio diversification?Seems bitcoin was only a software program inventory pic.twitter.com/uR6dF93OJO
— Julian Klymochko (@JulianKlymochko) Might 15, 2026
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