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The morning the inflation argument ends at 8:30

Jun 10, 2026

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6 min read

The morning the inflation argument ends at 8:30

May CPI expected at 4.2%, the hottest since 2023. A $1.3 trillion chip rout snaps a nine-week streak. SpaceX prices tomorrow.

Jun 9, 2026

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5 min read

The selloff that couldn't sit still

Chips rebound after Friday's selloff, Jensen says buy the dip, a jobs number just put a Fed hike back on the table, CPI lands tomorrow.

The deal that won't stay dead and the IPO that won't wait

Jun 8, 2026

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4 min read

The deal that won't stay dead and the IPO that won't wait

Israel and Iran trade missiles. SpaceX oversubscribed in 24 hours. Warsh's first FOMC is eight days out. Markets shrug and rally.

S&P catches a breath. The stories don't.

Jun 2, 2026

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8 min read

S&P catches a breath. The stories don't.

S&P dips from records. HPE surges 26%. And Goldman just put TurboTax on death watch.

Greg Abel's first week is a masterclass in deployment

Jun 1, 2026

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10 min read

Greg Abel's first week is a masterclass in deployment

$6.8B on homes. $10B on Google. Nvidia invades the PC. And SpaceX starts its roadshow.