State of —
Quarterly Reports
Five data-driven research reports on AI, markets, the global economy, energy & commodities, and work & money — published every quarter, updated with fresh data, and archived permanently.
State of AI
Nvidia’s blowout quarter, the semiconductor trade that cracked in July, Anthropic overtaking OpenAI, and where the next 90 days are heading.
State of Markets
Chip stocks doubled and then broke. Wall Street kept grinding to records anyway. A new, hawkish Fed chair just put a hike back on the table.
State of Energy & Commodities
Oil back above $90 on renewed Strait tensions. Gold and silver rebuilding after two separate crashes. Copper at a fresh all-time high.
State of Work & Money
US real wages turned negative for the first time this cycle, and AI-driven layoffs pushed 2026 past all of 2025 with a third of the year left.
State of the Global Economy
A new Fed chair, Britain’s seventh PM in ten years, and an oil shock and an AI boom quietly cancelling each other out at the global level.
TradeStation’s Claude Integration: What It Does, What It Doesn’t, and Who It’s For
GameStop (GME) Stock: What’s Happening and What to Watch
How Georgia Became One of Europe’s Most Interesting Economies
MiniMax H3 Is the Best AI Video Model Right Now. Here’s How to Actually Use It.
Should You Trade With a Prop Firm? The 2026 Reality Check
Is This the Best Under-the-Radar Global Index?
| Edition | Report | Series | |
|---|---|---|---|
| Q4 2026 · CURRENT | State of AI — Q4 2026 | Artificial Intelligence | → |
| Q4 2026 · CURRENT | State of Markets — Q4 2026 | Markets | → |
| Q4 2026 · CURRENT | State of Energy & Commodities — Q4 2026 | Energy | → |
| Q4 2026 · CURRENT | State of Work & Money — Q4 2026 | Work & Money | → |
| Q4 2026 · CURRENT | State of the Global Economy — Q4 2026 | Economy | → |
| Q3 2026 | State of AI — Q3 2026 | Artificial Intelligence | → |
| Q3 2026 | State of Markets — Q3 2026 | Markets | → |
| Q3 2026 | State of Energy & Commodities — Q3 2026 | Energy | → |
| Q3 2026 | State of Work & Money — Q3 2026 | Work & Money | → |
| Q3 2026 | State of the Global Economy — Q3 2026 | Economy | → |
Why we publish quarterly reports
Most financial and technology commentary is built for the news cycle — it explains what happened yesterday. The State of series is built for a longer time horizon. Each report gives you the structural picture: what is actually changing, what the data says, and what to watch over the next 90 days.
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These reports are free to reference and cite. If you use data or analysis from a State of report in your own writing, a link back is appreciated. Each edition has a permanent URL that will not change — safe to bookmark, link to, or share. New editions are published at the start of each quarter.