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Jun 26, 2026
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5 min read
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.
Jun 25, 2026
6 min read
PCE hits 4.1%. Apple raises prices. Micron soars 17%. The S&P goes up anyway.
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.
Jun 24, 2026
BofA says three rate hikes. FedEx beats but warns. Cerebras stumbles on margins. And Micron reports tonight.
Jun 10, 2026
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
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.