Jul 27, 2026
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5 min read
Brent drops below $90. Nvidia offers OpenAI a $250B guarantee. CXMT debuts at $85B. And the Fed meets Wednesday.
Jul 24, 2026
Intel surges 12% after hours on a 25% revenue beat. Brent crude tops $100 for the first time in two months. And the Nasdaq posts its worst day in a month.
Jul 23, 2026
Cloud grew 82%. Tesla's margins collapsed. SMCI landed $60B in orders. And Trump just put a clock on every pill in your cabinet.
Jul 22, 2026
Alphabet's secret EPS trick, Tesla's margin trap, and the oil market just lost its third escape route.
Jul 21, 2026
GM reports at 6:30 AM. SpaceX has lost $1 trillion. Korea triggered another circuit breaker. And Alphabet's capex number could reset the AI trade.
Jul 20, 2026
A third American serviceman is dead, Brent is back above $90, Moonshot just gave semiconductors a DeepSeek flashback, and Uber goes shopping in Berlin.
Jul 17, 2026
TSMC beats, raises capex, and gets sold anyway. Netflix disappoints again. UnitedHealth finally has a good day.
Jul 16, 2026
Kospi's AI wobble, Waller's hawkish curveball, three record bank quarters, a $10 trillion wealth milestone, and more in today’s issue.
Jul 15, 2026
6 min read
IBM crashes 25% on a capex confession. ASML raises guidance a third time. Goldman prints. CPI cools. And a Bitcoin miner just became an AI landlord.
Jul 14, 2026
June CPI and JPMorgan, Citi, BofA, Wells and Goldman all land at 8:30, oil jumps on a fresh Iran blockade, and a $26 billion chip debut just cratered.
Jul 13, 2026
Iran declares Hormuz closed, ships obey, Brent nears $79. CPI and Warsh land tomorrow. SK Hynix opens as a US stock. Bank earnings begin.
Jul 9, 2026
Trump ends the Iran ceasefire, oil hits $79, Dow drops 577. Fed minutes reveal a committee arguing about hikes. Pepsi opens earnings today.
Jul 8, 2026
US strikes Iran after three tankers burn in Hormuz, oil +5%, chips break again on DeepSeek silicon, FOMC minutes land this afternoon.
Jul 6, 2026
Chips -12% in two days. Microsoft sends 6,000 engineers into customers. Tesla beats and drops 7%. Q2 earnings in focus.
Jul 3, 2026
Markets are closed today for the observed Fourth of July holiday. The first half of 2026 was less about surprises than transitions. A new Fed chair. Trade policy in the courts. A war that reshaped energy. AI that moved from narrative to contracted demand. Capital markets that reopened. Here is the recap, and the questions that carry forward.
Jul 2, 2026
Meta goes cloud, CoreWeave loses 10%, Warsh scolds prices in Portugal, and jobs day arrives a day early.
Jul 1, 2026
Nike falls after hours, Constellation's flagship beers shrinking, JOLTS hotter than forecast, Warsh in Sintra today.
Jun 30, 2026
Comcast splits itself in two. Rocket Lab buys its way past Iridium. And a Belgian cookie company quietly outran the Mag 7.
Jun 29, 2026
7 min read
Iran struck Bahrain and Kuwait. Trump threatened annihilation. And then both sides blinked. Markets open with oil rising and talks moving to Doha.
Jun 26, 2026
OpenAI blinks. Nasdaq drops four straight. Healthcare runs. And oil keeps falling.
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
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.
