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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.

Home Depot vs. Anthropic. Two economies, one tape.

Aug 18, 2026

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7 min read

Home Depot vs. Anthropic. Two economies, one tape.

$11.5B in a quarter vs. 0.6% earnings growth. Oil back to $90. And why 12% of Fenwick Island voters aren't human.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Nine Days to Nvidia | Walmart Thursday | Reddit Joins Tomorrow

Aug 17, 2026

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7 min read

Nine Days to Nvidia | Walmart Thursday | Reddit Joins Tomorrow

The calendar just got loud. VIX at 14.5 says nobody's listening.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Beat. Raise. Drop. | The New AI Trade | Retail Sales This Morning

Aug 14, 2026

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8 min read

Beat. Raise. Drop. | The New AI Trade | Retail Sales This Morning

SNDK +15%. WDC +10%. And a Cisco quote you need to read twice.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Cisco just made the AI trade harder to short

Aug 13, 2026

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7 min read

Cisco just made the AI trade harder to short

Cisco topped $17B in revenue, guided AI revenue up nearly 2x. CoreWeave's backlog hit $104B. And Peltz is coming for Wendy's

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
July CPI and Intel's biggest raise since 1971.

Aug 12, 2026

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7 min read

July CPI and Intel's biggest raise since 1971.

July CPI hits the tape. Intel closes a $20B raise with $100B in demand. Super Micro's margins doubled. Google slipped again.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Gold just took the reserve crown from Treasuries

Aug 11, 2026

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7 min read

Gold just took the reserve crown from Treasuries

Fed hike odds down to 44%. Oil back at $82. And a $1.95B gold deal you missed.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
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