This is the three-hundredth-and-sixty-fourth weekly edition of our newsletter, Weekend Reading, sent out on Saturday 16th May 2026.To receive a copy each week directly into your inbox, sign up here.*****What we're thinking.Finally, over the past day or two we have had some weakness. The AI names couldn’t go up every day, and this week has seen some volatility although obviously from very high levels. All names are still essentially at their highs. Is this the beginning of a major selloff? Is ...

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