Markets
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Micron's $25 EPS Blowout Resets the AI Memory Trade
Micron's Q3 earnings of $25.11 EPS on $41.46B in revenue — with a $50B Q4 guide — are repricing the entire AI memory sector in real time.
Macro
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Fed Paralysis Meets 4.2% Inflation: Warsh's First Test
The Fed holds at 3.50–3.75% with a 4-to-8 internal dissent and PCE inflation forecast revised to 3.6%. Thursday's CPI print is the week's true catalyst.
AI & Tech
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Google Pays SpaceX $920M/Month for GPUs It Can't Build Itself
Google's $920M monthly GPU lease from SpaceX exposes Big Tech's compute desperation — and who really controls AI infrastructure in 2026.
Stocks
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Hertz Crashes 41% — What's Killing HTZ Stock Today
Hertz Global Holdings plunges 40.71% to $3.00 in Thursday trading, the most violent single-session collapse in the market today. Here's what traders need to know.
Crypto
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Binance EU License Expires June 30: What's at Stake
Binance has less than six days to secure an EU license replacement or halt services for millions of European users — the biggest exchange risk event of 2026.
Ethereum Drops 6% as Foundation Cuts Staff 20%
Jun 24, 2026
Bitcoin Holds $62K as ETF Bleed Hits Six Weeks
Jun 24, 2026
ETFs
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SMH's 7% Crash: What Semis Tell You Now
VanEck's SMH semiconductor ETF dropped 7% Tuesday. Here's what the violent selloff means for XLK, IGM, and your chip exposure heading into Q3.
