ETFs
Defense ETFs Surge as Geopolitics Reshapes Thematic Flows
Defense ETFs SHLD and DRNZ are pulling billions from AI-focused thematic funds as geopolitical tensions drive a major rotation in ETF flows.
May 28, 2026
Archive
651 articles
Crypto
Bitcoin ETF Outflows Hit $2B as BlackRock's IBIT Bleeds $528M
Bitcoin spot ETFs have shed over $2 billion in two weeks. BlackRock's IBIT posted its second-largest daily outflow at $528M. What's driving the exodus.
May 28, 2026
Crypto
Bitcoin Drops Below $73K as Iran Strikes Trigger $1B Liquidations
Bitcoin falls below $73,000 after U.S. strikes on Iran spark nearly $1 billion in crypto liquidations. Here's what happened and what comes next.
May 28, 2026
AI & Tech
Salesforce Beats Estimates but AI Fears Sink CRM Stock 33%
Salesforce posts $11.13B in Q1 revenue with Agentforce ARR at $1.2B, but CRM stock is down 33% in 2026 as AI disruption fears dominate.
May 28, 2026
AI & Tech
Dell Q1 Earnings Preview: AI Server Backlog Hits $43B
Dell Technologies reports Q1 fiscal 2027 results today with a $43 billion AI server backlog. Here's what traders need to watch in the numbers.
May 28, 2026
Stocks
Defense Stocks Rally as U.S. Weapons Stockpile Hits Critical Low
Defense stocks surge as Pentagon reports critical weapons inventory shortfalls from Iran campaign. Leidos, General Dynamics, and Howmet Aerospace lead gains.
May 28, 2026
Stocks
Nvidia Drops 10% From Peak Despite Record $81.6B Quarter
Nvidia stock falls 10% from its May 14 high of $236.54 despite reporting record Q1 revenue of $81.6 billion. Huawei competition and China market loss weigh on shares.
May 28, 2026
Macro
ECB Faces June Rate Hike as Eurozone Inflation Hits 3%
ECB expected to raise rates in June after eurozone inflation surged to 3% in April on energy costs. Bloomberg survey sees two quarter-point hikes in 2026.
May 28, 2026
Macro
PCE Inflation Expected to Hit 3.8% as Fed's Dilemma Deepens
April PCE inflation forecast at 3.8% year-over-year, well above the Fed's 2% target. Core PCE expected at 3.3% as energy shock pressures persist.
May 28, 2026
Markets
Oil Crashes 16% in May as Hormuz Peace Talks Accelerate
Brent crude drops over 16% in May as Iran and the U.S. near a deal to reopen the Strait of Hormuz. WTI settles near $89 after record volatility.
May 28, 2026
Markets
Dow Futures Top 50,700 as Hormuz Deal Hopes Lift Markets
Dow futures climb past 50,700 as Iran signals Strait of Hormuz reopening within 30 days. S&P 500 and Nasdaq futures rally on oil price retreat.
May 28, 2026
ETFs
Bond ETFs Dominate 2026 Flows as Equity Shifts
Fixed income ETFs pulled in $202 billion in 2026 flows, while equity ETFs see a rare value-over-growth shift and defense themes surge. Key trends inside.
May 27, 2026
ETFs
DRAM ETF Hits $10B in 7 Weeks, Smashes Records
Roundhill's DRAM ETF surged to $10 billion in assets just seven weeks after launch, becoming the fastest-growing ETF in history on AI memory demand.
May 27, 2026
Crypto
Nasdaq Bitcoin Options Get SEC Nod, CFTC Next
SEC approves Nasdaq's cash-settled Bitcoin index options under ticker QBTC, but CFTC relief is needed before trading begins. Timeline and impact.
May 27, 2026
Crypto
Bitcoin Holds $77K as White House Eases Crypto Rules
Bitcoin trades near $77,000 as a White House executive order directs regulators to lower barriers for crypto firms. What the policy shift means for prices.
May 27, 2026
AI & Tech
AMD's $10B Taiwan Bet Targets Nvidia's AI Chip Crown
AMD commits $10 billion to Taiwan's semiconductor ecosystem to accelerate AI chip production and challenge Nvidia's data center dominance.
May 27, 2026
AI & Tech
Nvidia's $81.6B Quarter Rewrites the AI Playbook
Nvidia crushed Q1 fiscal 2027 with $81.6 billion in revenue, up 85% YoY, as data center demand accelerates. What traders need to know.
May 27, 2026
Stocks
AMD's 114% Rally Shows AI Chip Race Is No Longer Nvidia's Alone
AMD stock surges 114% in 2026 on $100B Meta deal and OpenAI contracts. How the AI chip duopoly is reshaping semiconductor investing for traders.
May 27, 2026
Stocks
Micron Joins the Trillion-Dollar Club on a 19% Surge
Micron Technology crosses $1 trillion market cap after UBS triples price target to $1,625. Inside the AI memory boom that created the hottest trade of 2026.
May 27, 2026
Macro
Warsh Takes the Fed Into a Minefield of Inflation and War
New Fed Chair Kevin Warsh faces his first FOMC meeting in June with inflation at 3%, oil near $100, and markets pricing rate hikes. What comes next for rates.
May 27, 2026
Macro
Consumer Confidence Slips as War-Driven Inflation Squeezes Spending
Conference Board consumer confidence fell to 93.1 in May as two-thirds of consumers cut spending due to rising prices from the Iran conflict. Full breakdown inside.
May 27, 2026
Markets
Oil Drops Below $100 as Iran Deal Hopes Collide With Reality
Brent crude falls to $99 as US-Iran framework emerges, but blockades remain and gas stays at $4.56. Why oil traders aren't celebrating yet.
May 27, 2026
Markets
S&P 500 Hits Record as Chips Rally and Iran Talks Progress
S&P 500 closes at all-time high of 7,519 as Micron tops $1 trillion and Iran peace deal hopes lift risk appetite. What traders should watch next.
May 27, 2026
ETFs
Warsh Takes the Fed Gavel as ETF Flows Hit $750 Billion
New Fed Chair Kevin Warsh was sworn in as 2026 ETF inflows top $750B. How the leadership transition is shaping fixed income and equity fund flows.
May 26, 2026