Markets
Palantir Surges 29% on 93% Revenue Jump — AI Trade Is Back
Palantir soared 29% Tuesday after Q2 revenue surged 93% YoY to $1.94B, crushing estimates. Here's what the blowout print means for the AI trade.
Aug 5, 2026
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Markets
The Yield Curve Is Positive Again — What It Means Now
The 10-year Treasury at 4.7% vs. the 2-year at 4.25% signals a positive spread. Here's what the returning yield curve means for traders in August 2026.
Aug 5, 2026
Markets
PLTR Surges 16% Pre-Market; S&P Eyes All-Time High
Palantir jumps 16% pre-market on raised guidance as S&P 500 futures hit 7,644 — within striking distance of a record after Monday's Iran-fueled rally.
Aug 4, 2026
Markets
Oil's 7% Crash Redraws the Macro Map for August
WTI crude crashed 7% to $78.59 on Iran deal hopes, reshaping inflation expectations and rate outlooks just as S&P 500 nears all-time highs.
Aug 4, 2026
Markets
WTI Crude Craters 5.7% as Iran Deal Lifts Markets
WTI crude collapses to $79.86 as Trump halts Iran strike for Strait of Hormuz talks, lifting Dow futures 414 points and resetting inflation calculus.
Aug 3, 2026
Markets
Atkore Buyout: $3.8B Prysmian Deal at $95/Share
Atkore surges 26.4% premarket on a $3.8 billion cash takeover by Prysmian at $95 per share. Here's the arb setup and what traders need to know now.
Aug 3, 2026
Markets
Nasdaq Futures Jump 1.1% as Tech Leads July Close
Nasdaq futures surge 314 points on Micron's 22% AI-driven rally, but a VIX collapse to 17 leaves markets exposed ahead of Friday's ECI print.
Jul 31, 2026
Markets
Yield Curve Steepens to 45 bps as Fed Hawks Circle
The 10-year yield at 4.67% versus the 2-year at 4.22% signals a steepening curve — and three sequential Fed rate hikes expected by September are reshaping duration risk.
Jul 31, 2026
Markets
Microsoft Surges 8% as Meta Craters: AI's Reckoning
Microsoft jumps 8% pre-market on strong AI cloud results while Meta plunges 9% on a 91% free cash flow collapse. Here's what traders need to know now.
Jul 30, 2026
Markets
Bond Rout Deepens: 30-Year Hits Multidecade High
The 30-year Treasury yield hit a multidecade high near 5.24% after three Fed members voted to hike rates. Here's what the bond rout means for equities.
Jul 30, 2026
Markets
Chip Sector Meltdown: What the China Shock Means Now
SanDisk down 50% from peak, SK Hynix -15% in Seoul. China's DUV lithography breakthrough is reshaping the global semiconductor trade in real time.
Jul 29, 2026
Markets
Fed Decision Day: Hold, Hike, or Inflection Point?
Fed announces today with CPI at 3.5% and markets pricing 30% odds of a hike. The 10-year at 4.65% tells the real story about where rates are heading.
Jul 29, 2026
Markets
Chip Stocks Crater as Korea Meltdown Hits Wall Street
SK Hynix plunges 14.65%, Kospi circuit-breaks, and Micron falls 5% premarket as a semiconductor rout spreads from Seoul to the Nasdaq.
Jul 28, 2026
Markets
Yield Curve Steepens as Fed Hold Bets Mask Rate Hike Risk
The 10-year Treasury yields 4.69% versus 4.33% on the 2-year, a 36bp spread that signals stagflation unease ahead of Wednesday's Fed decision.
Jul 28, 2026
Markets
S&P 500 Futures Surge 1% as US-Iran Ceasefire Crushes Oil
S&P 500 futures jump 1% and Brent crude crashes 9% after the US suspends Iran airstrikes. Here's what traders need to know before the open.
Jul 27, 2026
Markets
AMD Surges, NVDA's $250B OpenAI Bet: AI Trade Resets
AMD jumps 3% on AI accelerator outlook while Nvidia eyes a $250B OpenAI computing guarantee. Here's what the AI trade looks like heading into Big Tech earnings.
Jul 27, 2026
Markets
S&P 500 Attempts Rebound After $800B Megacap Wipeout
S&P 500 rises 0.5% Friday after Thursday's 1.21% crash wiped $800B from megacap stocks. Oil's 5% drop is the key catalyst. Here's what to watch.
Jul 24, 2026
Markets
Amkor Surges 11% on $1.5B Nvidia AI Packaging Deal
Amkor Technology jumps 11% after a $1.5B multiyear Nvidia agreement for AI chip packaging. What the deal signals for semiconductor supply chains in 2026.
Jul 24, 2026
Markets
WAB Surges 10.7% on Earnings Beat, Raises Guidance
Westinghouse Air Brake jumps 10.7% after a strong Q2 earnings beat and raised full-year guidance — the cleanest earnings trade of the July reporting season.
Jul 23, 2026
Markets
Tesla Crashes 6% as Revenue Drops 12% YoY
Tesla stock falls 6% premarket to $313.44 after reporting its worst revenue decline in a decade — wiping $83 billion in market cap overnight.
Jul 23, 2026
Markets
Tesla and Alphabet Q2 Earnings: What to Watch Tonight
Tesla and Alphabet report Q2 2026 earnings after the close. Here's what traders need to know on margins, cloud, and implied moves.
Jul 22, 2026
Markets
Yield Curve Re-Steepens as CPI Holds at 3.5%
The 10-year Treasury yield sits at 4.6% versus 4.21% on the 2-year. Here's what the steepening curve means for traders right now.
Jul 22, 2026
Markets
Nasdaq Futures Surge 1.3% as AI Chips Reclaim the Tape
Nasdaq-100 futures jump 1.3% Tuesday as semiconductor and AI infrastructure stocks lead a rebound from Monday's Iran-driven selloff ahead of Big Tech earnings.
Jul 21, 2026
Markets
VIX at 18.65: Fear Is Present, Panic Is Not
The VIX closed Monday at 18.65 amid Iran strike headlines, but its 21st percentile reading and contained range signal structure, not breakdown. Here's what it means.
Jul 21, 2026