Nov 13, 2026
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9 min read
Two Fed presidents split on it within hours, Cisco beat and raised and gave it back, and the yen is back at 160.
Nov 12, 2026
The stock is indicated 7% lower, an exit bet jumped from 17 cents to 72, and bonds reopen into a 2026 dollar high.
Nov 11, 2026
OpenAI's quarter, CoreWeave's $846 million interest bill and a Fed official naming AI financing. Bonds are shut today.
Nov 10, 2026
8 min read
It spent 2.3x more on its preferred than on coins. NYSE picked Avalanche, and bitcoin barely moved. MSCI rules Wednesday.
Nov 9, 2026
The AI builders report this week. Lenders already gave their verdict.
Nov 8, 2026
6 min read
Plus two Iran contracts still in dispute, a Senate trade waiting on its fine print and $125 billion of Treasury supply.
Nov 7, 2026
The contracts priced the fine print. Crude priced the speeches. Here is what each one actually said this week.
Nov 6, 2026
Bailey hiked anyway and said 4% likely isn’t the last. Hours later, Wall Street had its worst day since April 2025.
Nov 5, 2026
Brent fell 8.7% to $94.62 with no deal signed. Airlines jumped 8%, refiners sank, and $120 is still on the table.
Nov 4, 2026
Plus: Democrats sweep Congress, hike bets rise as bonds rally, and Iran hardens while Brent slips.
Nov 3, 2026
Thin order books, fine-print payouts and a Qeshm strike that settled six bets overnight. Here’s what markets price going in.
Nov 2, 2026
The AI build now comes with collateral. S&P turned negative on Meta. Apple reports tonight.
Oct 30, 2026
A record margin sold off, a beat fell 26%, a breach was put at $6.3 billion, and strike odds spiked then faded.
Oct 29, 2026
“Microsoft got paid for growth. Alphabet got billed for capex. PCE at 8:30.”
Oct 28, 2026
Event contracts brought in $173 million to crypto’s $120 million. The stock was still quoted 8% lower. Plus oil back above $100 on Fed day.
Oct 27, 2026
Plus a $40B Celestica outlook, two regulator posts in the middle of FICO's 13% drop, and an Iran market priced to the election calendar.
Oct 26, 2026
Oil slips as diplomats meet in Tehran, Musk says many neoclouds won't make it, and Big Tech reports into a Fed week.
Oct 23, 2026
Brent settled at $113 as attacks reached Saudi oil sites. The 10-year closed below 5%. Western Digital guided 20% above forecasts and still got sold.
Oct 22, 2026
7 min read
A drone reached Shaybah, the field behind the Gulf’s backup routes. The 10-year fell to 5.09% anyway. Meta’s capex topped its cash flow by $2 billion.
Oct 21, 2026
Brent is back above $110 after Tehran set its terms. Britain's inflation hit 3.5% on fuel. Musk called a Tesla-SpaceX deal "a good idea" with nothing agreed.
Oct 20, 2026
5 min read
The AI trade bounced Monday. The debt behind it didn't. Plus a steelmaker that sold 2027 and France's riot bill.
Oct 19, 2026
Brent slid 2% after a weekend of mine claims. The stress moved to French bonds and an AI site with no power.
Oct 16, 2026
The October hike bet halved overnight. TSMC says AI demand is “extremely robust.” The money behind it got pricier.
Oct 15, 2026
Core prices beat forecasts. Then the 10-year closed lower and AI credit took the hit.
Oct 14, 2026
September CPI drops at 8:30 AM. Williams kills the 2027 hike. Corporate buybacks reopen tomorrow. Three stories. One morning.
