Macro
Fed Minutes Show Rate Hike Risk Is Back on the Table
FOMC July minutes reveal officials open to rate hikes if inflation stays elevated. September 16 meeting is now live. Here's what traders must watch.
Aug 21, 2026
Archive
1430 articles
Macro
Housing Stasis Deepens as Fed Holds Rates Near 3.63%
Existing home sales bounce to 4.0M units in July but the trend is flat. The Fed's housing warning in July minutes signals the sector's real danger ahead.
Aug 21, 2026
Stocks
WMT Drops 6% as Comp Sales Miss Signals Consumer Stress
Walmart shares fell more than 6% after comp sales grew just 2.6%, the slowest quarterly revenue growth in six years. What it means for retail.
Aug 21, 2026
Stocks
SMCI Surges 19% on AI Earnings Beat; NBIS Adds 34%
Super Micro Computer jumped 19% on a blowout quarter and bullish Q1 forecast. Nebius added 34% as AI infrastructure names dominate the week's tape.
Aug 21, 2026
Markets
MRNA Fades From $174 High as RSI Hits 92
Moderna shares pull back 12% from Wednesday's record $174.38 close after a 177% single-session surge on Phase 3 cancer vaccine data. RSI at 92 signals risk.
Aug 21, 2026
Markets
10-Year at 4.70% Cracks the Market's Calm
The 10-year Treasury yield's climb to 4.70% drove Thursday's broad selloff, with VIX spiking 7% and decliners beating advancers nearly 2-to-1 on Nasdaq.
Aug 21, 2026
AI & Tech
Anthropic IPO: $65B Run Rate Powers $75B+ Valuation Push
Anthropic's public S-1 filing is imminent, targeting a $75B+ valuation on a $65B annualized revenue run rate. What it means for AI rivals and investors.
Aug 21, 2026
AI & Tech
Waymo's 1,000-TOPS Custom Chip Hits NVDA Where It Hurts
Waymo's in-house 1,000-TOPS chip on TSMC 5nm cuts Nvidia and AMD from its robotaxi supply chain. What this means for AV chip revenue ahead of NVDA earnings Aug. 26.
Aug 21, 2026
Crypto
Bitcoin Hits $78K: $606M ETF Day Signals Institutional Shift
Bitcoin surged 21% this week to $78,198, driven by a $606M ETF inflow day — the biggest since May 1. Here's what's actually moving price.
Aug 21, 2026
Crypto
XRP, SOL, DOGE Flash RSI 79+: Altcoin Rally's Danger Zone
XRP, Solana, and Dogecoin all hit RSI above 79 after 13% single-day gains. Four Upbit listings add fuel — but the setup favors caution over new longs.
Aug 21, 2026
ETFs
Bitcoin ETFs Haul $800M in Two Days as BTC Tops $76K
Spot bitcoin ETFs pulled in over $800 million across two sessions as BTC surged to $76,858. Here's what's driving institutional flows and what comes next.
Aug 21, 2026
ETFs
Semis Bleed AUM but Absorb $2.5B — Traders Buy the Dip Hard
SOXX and SMH lost billions in AUM but absorbed $2.57 billion in new cash in one week. Here's what the semiconductor ETF flow divergence signals for traders.
Aug 21, 2026
Macro
FOMC Minutes Confirm Hawkish Tilt: Three Dissenters Eye Hikes
Yesterday's FOMC minutes revealed three dissenters favoring rate hikes — the most aggressive internal split since 2022. Here's what traders must price in now.
Aug 20, 2026
Macro
Brent at $92, CPI at 3.4%: Energy Is Breaking the Fed's Playbook
Brent crude at $92.51 and WTI at $84.05 are embedding inflation the Fed cannot hike away. Here's how energy is reshaping the macro trade in August 2026.
Aug 20, 2026
ETFs
IBIT Captures $285M as Bitcoin ETFs Log $517M Day
U.S. spot bitcoin ETFs pulled $517M in net inflows Wednesday — the biggest single-day haul since May — with BlackRock's IBIT taking $284.7M alone.
Aug 20, 2026
ETFs
XLV Hits Record as Healthcare Laps S&P 500 by 11 Points
XLV's three-month return of +15.6% is crushing the S&P 500's +4.8% — and IBB's +21.1% surge makes biotech the stealth winner of summer 2026.
Aug 20, 2026
Markets
30-Year Treasury at 5.32% Threatens Equity Multiples
The 30-year Treasury yield hits 5.32%, a 2007-level threshold. Here's what surging bond yields mean for equity valuations and rate-cut odds.
Aug 20, 2026
Markets
Deere Raises Guidance, But the Ag Cycle Tells a Harder Story
Deere beat and raised full-year guidance Thursday, but dealer inventories and falling farm income mean the ag equipment recovery is fragile. Here's the trade.
Aug 20, 2026
Crypto
Bitcoin Hits $69,749 on $2.74B Short Squeeze
Bitcoin surged to $69,749 intraday as $2.74 billion in short liquidations hit the market, driven by U.S. Treasury buyback expansion. Key levels for traders.
Aug 20, 2026
Crypto
SEC's Crypto Capital Rules Send ETH Surging 18%
Ethereum surged 18.5% in 24 hours after the SEC proposed "Regulation Crypto Assets," a framework that could legalize token sales in the U.S. ETH eyes 200-day EMA.
Aug 20, 2026
Stocks
Moderna Surges 177%: mRNA Cancer Vaccine Breaks Out
Moderna stock exploded 177% after its personalized mRNA melanoma vaccine with Merck succeeded in Phase 3. Here's what traders need to know now.
Aug 20, 2026
Stocks
Walmart Q2 2026: What the Numbers Actually Signal
Walmart reported Q2 2026 earnings before the open August 20. At 40x earnings, the stock has no margin for error. Here's what the data shows traders.
Aug 20, 2026
AI & Tech
NVDA Earnings Aug 26: $91B Revenue Test Looms
Nvidia reports August 26 with the Street expecting $91B in Q2 revenue. Here's what the data, prediction markets, and AMD threat mean for traders.
Aug 20, 2026
AI & Tech
Broadcom's $16B AI Bet vs. Nvidia's Moat
Broadcom guided $16B in Q3 AI semiconductor revenue, up 143% YoY. The custom ASIC race is reshaping how hyperscalers buy compute — and who wins.
Aug 20, 2026