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Click here to read this on StonyFinLab.org
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Featured Story
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AMD: Scaling Data Center Leadership and AI Infrastructure in an Expanding Semi-Market
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Analyst: Maliha Tabassum*
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AMD, a semiconductor leader, is thriving with record revenues and strong AI hardware (Instinct MI300/MI350) and EPYC processors. High demand from hyperscale customers fuels stock growth, making it a top long-term tech investment in the $1 trillion AI compute market.
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Monthly Market Insights – January 2026
Binance Research’s January 2026 Monthly Market Insights reviews crypto markets across Bitcoin, Ethereum, altcoins, and derivatives, with data on dominance, volumes, funding, and performance in the broader market context.
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State of Crypto – Market Outlook 2026
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The State of Crypto Issue 16 report forecasts 2026 as a phase of structural crypto growth driven by institutional adoption, clearer regulation, tokenization, DeFi expansion, stablecoins, and agentic finance integrating AI.
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The 2026 SaaS Crash: It’s Not What You Think
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The 2026 SaaS crash reflects a structural shift where AI consumes traditional software budgets. To survive, vendors must pivot from selling seats to delivering AI-driven outcomes and essential platforms.
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Trump sues IRS and Treasury Department for $10 billion over tax return leak
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Donald Trump filed a $10 billion lawsuit against the IRS and Treasury, claiming the 2022 unauthorized tax return leak harmed his business and reputation, alleging privacy violations and political misuse.
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Recommended Video or Podcast
1.Video: What you must know before AGI arrives : [Click here]
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Fundstrat’s Tom Lee predicts a sharp market pullback in 2026 resembling a bear market, but sees potential for a strong year-end rally, especially in energy, materials, and crypto.
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2.Video: What Tom Lee's Worried About in 2026 : [Click here]
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Tom Lee discusses 2026 market risks and opportunities, warning of volatility and potential corrections but remaining overall bullish on equities, materials, gold, and crypto while highlighting AI and robots as long‑term drivers.
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3.Video: Cathie Wood On Bitcoin Volatility And SaaSpocalypse Fears: [Click here]
Cathie Wood explains recent market volatility isn’t driven by belief in AI but by capital reallocation pressures, warns legacy SaaS faces disruption, and argues Bitcoin’s resilience and infrastructure‑led growth remain strong.
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The episode reviews research showing how volatility and price informativeness are related through two channels—noise reduction and equilibrium learning—explaining when volatility reliably signals informative markets.
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5. Podcast: Institutional Investors, Heterogeneous Benchmarks: [Click here]
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The episode explores how institutional investors’ varied benchmarks influence asset return comovement, causing price interactions across markets due to differences in investment mandates and benchmarking incentives.
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Conferences & Events
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The 2026 Wall Street Green Summit is a two-day sustainable finance event in New York focusing on climate-tech investing, carbon markets, clean energy solutions, and networking among finance and sustainability professionals.The conference is on March 11, 2026
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This in-person breakfast event helps women without children build financial confidence and wealth with practical guidance on investing, planning, and legacy strategies tailored to their unique financial needs. The conference is on March 19, 2026
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Discounts and Support Us
• Recommended publications
Weekly finance reading: Barron's (Student offer: $2/week for one year).
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• Recommended financial apps
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Stock and ETF trading and investing (Join via the link to get up to 20 free shares): Webull.
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Crypto trading and investing (Join via the link to get $30 in BTC): Coinbase.
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Stock and ETF technical analysis tool (Join via the link to get $15 off your subscription): TradingView.
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Prediction market betting (Join via the link to earn $10): Kalshi
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Thanks to our members and volunteers (Seungyun Nam, Rishi Jain and Daoqi Fang) for contributions to this newsletter.
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To share information or research with the community, submit it through [Share]. We will include it if the content is deemed appropriate
Support our efforts to make free and useful financial education content by [Donating] to @stonyfinlab via Venmo!
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Stony Finance Lab is a community-driven finance network that aiming to promote personal financial responsibility and helping the community achieve financial confidence and intelligence through life-long learning. The newsletters are to share news and information on finance research, events, and jobs related to personal finance, investments of financial and digital assets, academic finance, and entrepreneurship. All newsletters are for information sharing only and shall not be deemed as financial advice. The Lab is not liable for the consequence of using any information contained in the emails.
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