AI Bubble Radar — New Tag, New Watchlist in 2026
Introducing AI Bubble Radar: a running tag where we track the “AI bubble” narrative in real time—news, sentiment shifts, and the key companies shaping the cycle. Maybe it’s a bubble. Maybe it isn’t (yet). Either way, we’ll be watching closely. Stay tuned.
Mortgage Rates Today — January 02, 2026 — Rates Hold Steady Near 52-Week Lows
30-year fixed mortgage rate holds at 6.20%, unchanged daily. Down -0.87% from a year ago and just 7 basis points above 52-week low of 6.13%. Stable rates provide predictable environment for buyers. ARM rates show strongest YoY decline at -1.25%.
Breaking News — January 02, 2026 (last 24 hours) — Market Headlines
Tesla misses Q4 deliveries as BYD claims EV crown. European markets hit record highs as 2026 trading begins. Pinterest surges on OpenAI acquisition rumors. Wall Street opens positive despite Tesla weakness. Citadel posts 10.2% in 2025
Latest Market News — December 31, 2025 (EOD) — Breaking Developments
S&P 500 stumbles on final trading day as tech cools, Bitcoin heads for first yearly loss since 2022. Bridgewater's Pure Alpha posts record 33% gain. FDA approves Vanda motion sickness drug, rejects Corcept treatment. Burry calls Tesla overvalued, Nike CEO buys $1M stock.
Company News & Sentiment — December 30, 2025 — 24-Hour Snapshot
Mixed year-end trading with 25+ price milestones (FTAI Aviation, White Mountains, Nasdaq at ATHs). Major M&A: Cvent acquires ON24 for $400M, MetLife closes PineBridge deal. Tech sees reversals (Lucid 52-week low) while financials, reinsurance hit records. Net sentiment +18% moderately bullish.
Mortgage Rates — December 30, 2025
Mortgage rates are basically flat today, with the 30-year fixed at 6.20% (+0.01). Jumbo holds at 6.37% and the 7/6 SOFR ARM stays at 5.72%. Rates remain near 2025 lows, but the next move still hinges on Treasury yields and Fed expectations.
EverHint Signal — SMA20 × SMA50 Crossover — December 30, 2025
SMA20×SMA50 crossovers for Dec 30: 16 "Golden Cross" buy signals led by Booz Allen and Everest Re, plus 19 "Death Cross" sell signals including tech giants Autodesk and Amphenol. Most stable crossover strategy showing quality medium-term trend shifts.
