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Every morning, Morning Slate connects the stories moving markets and tells you what they mean by tomorrow. Trusted by 25,000+ investors, executives, business owners, and serious readers who want access to alpha.

The Dow is winning the week. Caterpillar wrote the script.

Jun 26, 2026

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5 min read

The Dow is winning the week. Caterpillar wrote the script.

CAT hits an all-time high. Nasdaq falls for a fourth day. Oil back at pre-war levels. And 54 supertankers are sitting in the Persian Gulf waiting to move.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
PM Slate: The market read the inflation number and shrugged

Jun 25, 2026

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6 min read

PM Slate: The market read the inflation number and shrugged

PCE hits 4.1%. Apple raises prices. Micron soars 17%. The S&P goes up anyway.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Memory just had the best quarter in semiconductor history

Jun 25, 2026

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5 min read

Memory just had the best quarter in semiconductor history

Micron's $41.5B beat rewrites the AI memory story. Qualcomm goes to war with Nvidia's software moat. And Reddit tried to save Wendy's.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
The week the market gets its big answers

Jun 24, 2026

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6 min read

The week the market gets its big answers

BofA says three rate hikes. FedEx beats but warns. Cerebras stumbles on margins. And Micron reports tonight.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
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.

The selloff that couldn't sit still

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.

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