On quiet days in the stock market, you sometimes find yourself wondering... what's next? What little companies, with no fame or fanfare today, will become economic juggernauts over the next 10 years? Unfortunately, this is usually where people start guessing — or listening to the next guy, who's also guessing. But AI changes one important part of the problem. A human investor can only keep track of so many industries, themes and companies at once. Software doesn't have that limitation. Sharestep maps listed companies into tens of thousands of highly specific economic niches, then continuously scans them for signs that something interesting is happening. Nobody has to think of the niche first. Nobody has to type the search query. When some obscure corner of the market starts coming to life, the system can surface it. That's the idea behind sharestep.co. No market hocus-pocus. Just a field of view that would be impractical for one person to maintain.

Everyone got it wrong. People expected neoclouds like $IREN, $NBIS and $CRWV to bomb today. Instead, optical stocks ripped to the heavens. $AAOI, $LITE and $AXTI all with double-digit gains. $COHR up +7%. Always remember... narratives aren't worth the LLM that spat them out.

Everyone's watching the Brazilpocalypse. In particular $NU, $MELI and $BBD are in total freefall. In the meantime, people are missing another notch in an extraordinary rally for oil refiners... up +2.6% today. $CVI, $PARR, $PBF and $DK all gaining 6-8% in early trading.

Listen up... a big flashpoint is upon us. Lula got the upset in the Brazilian election. Everyone's watching $EWZ, and it's getting slaughtered pre-market, down -25%. $PBR, $VALE and $BBD getting hammered too. The geopolitics here are on fire. No coming back from this...

What's actually going on with Bloom Energy? Stationary fuel-cell stocks got a slap on Friday. $BE fell 11%, while $FCEL and $BLDP dropped less. I think $BE's rich price and rising yields sparked profit-taking, then peers followed. Where's this heading?

Hey @grok, what are the 10 biggest changes happening in the global economy right now that most people haven't noticed yet? Rank them by their potential consequences.

Satellites are going to destroy a huge global industry. Wireless carrier stocks got crushed: $T -8%, $TMUS -7.7%, while $VZ and $RCI held up better. $SPCX's reported cell-site push raises real competition risk. AT&T's debt and spending needs aren't helping. Cable is finished.

Not sure if Middle East situation monitors are on their game this weekend... but oilfield services stocks ripped +5.1%. $SLB's beat helped, while higher crude may support drilling budgets. Offshore names $TDW, $RIG and $VAL led, but gains reached $HAL, $BKR and $PTEN too.

Nope. Not AI, not satellites, not fuel cells, not cybersecurity. The winning play of the was marketing automation stocks, up +16.4%. One huge deal changed how investors value the whole niche. Salesforce agreed to buy Braze for about $5.7 billion in cash. The roughly 58% premium pushed $BRZE up 56.4% in five days and quickly sparked takeover hopes across similar software names. The move was broad. All 10 stocks rose, while the median gain was 11.5%. $KVYO climbed 25.6%, $HUBS gained 18.0%, and $AMPL rose 18.1%. Even larger companies with broader businesses joined in, including $ADBE at 9.1%, $SAP at 7.1%, $INTU at 6.4%, and buyer $CRM at 4.2%. These companies help businesses automate customer messages across email, text, apps, and other channels. The basic idea is simple: better data can trigger the right message at the right time, which may improve sales and customer retention without adding as much labour. AI could make those tools more useful, though that part still needs to show up in durable growth and profits. I think the rally says buyers may pay up for strong customer data and workflow software. Still, the returns show some takeover fever too. Braze had a signed deal behind its surge, while Klaviyo and HubSpot mainly had speculation and read-through from that price. I'm bullish on the strategic value of marketing automation, but I wouldn't chase every jump. I'd watch whether $KVYO and $HUBS keep outperforming after the M&A excitement cools, and whether broader names like $ADBE and $CRM turn AI features into faster growth.

I've been informed Nikita moved on. @singhai this is probably one for you.

Cybersecurity outfits blazed today after the PHPocalypse. $CRWD, $PANW, $NET, $ZS and $S all gained +6-8%. This is a permanent second-order impact of AI. The One Great Cyber Company is probably already out there somewhere. It will become one of the most valuable in the world.

Cell tower REITs going orbital in early trading... pun intended. $CCI +12%, $SBAC +8%, $AMT +6%. We said weeks ago that this was part of a historic rotation in the telco business towards satellites. These REITs are 9 percentages points ahead of $SPY in the last month.

Everyone's eyes popped out of their heads yesterday while $QQQ sunk and $SMH got nuked. So they didn't see the parts of the market that unexpectedly ripped. Here are 3 niche industries that flew yesterday. Consumer packaged foods, up +4.7%. $CAG +7% $CPB +9% $GIS +8% $KHC +7% Home improvement retailing, up +5.4%. $FND +7% $HD +4% $LOW +4% $BLDR +8% Branded distilled spirits, up +7.5%. $BF.A +7% $DEO +4% $MGPI +9%.

High-beta semiconductor stocks got annihilated today. All 16 names down and the median falling 8.3%. $NVDA and $NXPI held up better than $AMKR and $AXTI. I think export curbs, high rates, and softer chip demand are forcing investors to cut risk fast. $AMD $MU $MRVL

Optical stocks getting absolutely smoked this morning. $NOK -8%, $COHR -10%, $AAOI -7%, $LITE -7%, $CRDO -6%. Nokia's network growth was solid, but margins and the path from AI orders to profit still cause worry. A harsh reset... but not quite proof yet that AI demand is dead.

AI data-centre stocks are ripping wildly today... $GLXY is up 9.8%, $APLD 9.4%, $SMCI 9.3%, and $VRT 5.1%. But check which parts of the industry are barely moving. Super Micro raised its revenue outlook as demand for AI servers came in stronger than expected. That helps explain the move in $SMCI, but I think the rally is spreading because investors see the full list of things needed to build and run AI data centres. $VRT launched an "AI factory" setup with Nvidia that aims to produce up to 30% more AI token output over its first 12 months. $APLD also announced a wind-powered AI data-center joint venture in Texas. These are real business updates tied to power, cooling, servers, and operations. Meanwhile, some traditional construction names are lagging. $FIX is up just 0.5%, $PWR is up 1.3%, and $MTZ is down 4.2%. That gap tells me traders currently want companies with the clearest and most direct AI demand, rather than every business that may benefit from data-centre spending later. I am bullish here, but I would not chase every stock after a near-10% jump. Expectations can get out of hand fast, especially when attention is rising across $SMCI, $APLD, $VRT, and $MSFT. I would watch new orders, signed leases, delivery timing, and margins. If those numbers keep improving, this rally has support. If updates stay vague while prices run, I would get cautious. Right now, $VRT looks like the cleanest core play to me, while $APLD and $SMCI offer more upside excitement with more risk.

Low earth orbit stocks ripped together, up 2.5% on average... $SPCX +9%, $RKLB +4%, $ASTS +3%, $PL +3%. SpaceX was the catalyst, but much of its growth came from AI. Launch, broadband and imaging are very different businesses. The wider cohort is unlikely to keep the gains.

$BRZE jumped 51% after $CRM agreed to buy it for $5.66B cash, or $47.50 a share, a 58% premium. Were any lucky holders in on this early?

Bitcoin slipped, but miners rose 3.6%. 12 of 14 names were green, from $MARA and $WULF to hosting names like $CORZ. $CANG jumped 15%, while $ARBK and $ZNB fell. With price targets getting cut, I’d call this a rebound rather than a victory lap. It's quite clear in 2026 that crypto ∝ energy...

$CLF ripped 16% after its best quarter in 3 years and a stronger profit outlook into 2027. Firm steel prices plus lower debt could lift margins, and investors are probably betting that peers benefit too. $WS +5%, while $NUE and $STLD gained about 2%. Are steel bulls back?