Markets
CPI Miss Cuts July Hike Odds to 17% — Now What?
June CPI came in at 3.5% vs. 3.8% expected. July Fed hike odds collapsed to 17%. Here's what the Warsh testimony could do to that trade.
Jul 15, 2026
Archive
1058 articles
ETFs
DRAM ETF Up 166% Since April: The AI Memory Trade
Roundhill's DRAM ETF has surged 166% since its April launch, topping $25B in assets. Here's why this HBM chip play is outrunning SOXX and SMH.
Jul 15, 2026
ETFs
Bank ETFs Face Mixed Signals After Q2 Earnings Wave
JPMorgan, Goldman, BofA, and Wells Fargo all filed 8-Ks on July 14. Here's what the earnings wave means for KBE, KRE, and XLF holders right now.
Jul 15, 2026
Macro
Warsh Faces Senate at 10 AM — September Hike Still Live
Fed Chair Warsh testifies before the Senate Banking Committee today at 10 AM ET. June CPI's -0.4% MoM print hasn't killed the September hike risk.
Jul 15, 2026
Macro
The Yield Curve at 4.62% Is Telling You Something
The 10-year Treasury yield at 4.62% versus a 2-year at 4.26% signals persistent rate hike risk, not a soft-landing. Here's what the curve means right now.
Jul 15, 2026
AI & Tech
IBM Crashes 25% — What the 8-K Actually Says
IBM stock plunges 25% in a single session. Here's what the SEC filing reveals and what traders need to know before the close.
Jul 15, 2026
AI & Tech
TSMC Q2 Report Tomorrow: $40B Test for AI Trade
TSMC reports Q2 earnings July 16 with $40B revenue consensus. AI chip demand, wafer price hikes, and sector valuation all hinge on this print.
Jul 15, 2026
Stocks
IBM's Worst Day in 39 Years: What It Means Now
IBM crashed 25% on an enterprise spending warning. Here's what the collapse signals for legacy IT, AI security, and your portfolio today.
Jul 15, 2026
Stocks
Goldman Crushes Q2; MS, BLK, JNJ Report Today
Goldman Sachs posted a Q2 blowout with 19-year-high EMEA M&A share. Morgan Stanley, BlackRock, and J&J report today — here's what the numbers need to show.
Jul 15, 2026
Crypto
Bitcoin Hits $65,100 on CPI Shock — Now What?
Bitcoin surged to a 3-week high of $65,100 after June CPI cooled to 3.5%. Here's what the $181M ETF inflow signal means for traders.
Jul 15, 2026
Crypto
Japan's ETF Bill and DTCC's Blockchain Launch Change Everything
Japan's Upper House approved crypto-as-financial-instruments legislation, and DTCC went live on blockchain rails — two structural shifts hitting the same week.
Jul 15, 2026
Macro
June CPI Drops: What the Number Actually Means
June CPI headline falls on energy reversal, but core inflation holds near 2.9%. Here's what the print means for the July 29 FOMC decision.
Jul 14, 2026
Macro
Warsh Before Congress: What He Must Say Today
Fed Chair Kevin Warsh testifies at 10 AM ET as the FOMC sits split 9-to-8 on rate hikes. What his language on inflation means for July 29.
Jul 14, 2026
Markets
June CPI Is the Only Number That Matters Today
June CPI drops at 8:30 a.m. ET with the Fed's July decision, Nasdaq futures, and Strait of Hormuz oil risk all hanging on a single inflation print.
Jul 14, 2026
Markets
SK Hynix Rout Exposes AI Trade's Memory Problem
SK Hynix ADRs plunged 15% Monday and now test 52-week lows. The memory selloff reveals a structural crack in the AI semiconductor thesis traders can't ignore.
Jul 14, 2026
Stocks
Goldman Sachs Q2 2026 Earnings: The Number That Matters
Goldman Sachs reports Q2 2026 earnings with consensus EPS at $14.51. Here's what the investment banking giant needs to deliver to move the stock.
Jul 14, 2026
Stocks
IBM Drops 2.42% as Bank Stocks Slide: Monday's Losers
IBM fell 2.42% to $213.40 Monday as the Dow shed 138 points. Home Depot, Salesforce, and JPMorgan led the broad defensive rotation lower.
Jul 14, 2026
Crypto
Bitcoin Cracks $62K: Monthly Chart Down 18%
Bitcoin is off 18% from its July monthly open of $73,674, testing $58,115 support as a potential July 28 rate hike looms. Here's what traders watch next.
Jul 14, 2026
Crypto
Robinhood Chain Hits $3.1B DEX Volume in Week One
Robinhood Chain pulled $135M in value and 800,000 addresses in two weeks, ranking third globally by DEX volume — ahead of Ethereum mainnet.
Jul 14, 2026
AI & Tech
TSMC Q2 Revenue Hits $39.6B Record Before Thursday Call
TSMC reported $39.62B in Q2 revenue, up 36% YoY, as AI wafer demand drives a fifth straight record quarter. Full earnings Thursday.
Jul 14, 2026
AI & Tech
Intel Drops 6%, JPMorgan Short: What the 18A Bet Now Costs
Intel fell 6%+ today as JPMorgan named it a top short. With Q2 earnings July 23, the foundry revenue number is all that matters now.
Jul 14, 2026
ETFs
SOXX Hauled $5.4B in One Day. Is the Dip Over?
Semiconductor ETFs SOXX, SMH, and SOXL are attracting billions as investors buy the AI chip pullback. Here's what the flow data actually signals.
Jul 14, 2026
ETFs
Bitcoin ETFs Bleed $424M. The YTD Hole Hits $5.4B.
IBIT and FBTC shed a combined $431M in one session as Bitcoin ETF outflows deepen. The 2026 YTD total is now $5.4B in net redemptions.
Jul 14, 2026
ETFs
DRAM's 166% Run Is Rewriting Semiconductor ETF Flows
Roundhill's DRAM ETF has surged 166% since its April launch and now holds $25B in assets, reshaping capital flows away from SOXX and SMH.
Jul 13, 2026