ETFs
Defense ETFs Dominate 2026 as NATO Spending Surges
Defense ETFs are the top-performing thematic trade of 2026 as NATO spending hits record highs and the Iran conflict accelerates military budgets worldwide.
May 19, 2026
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651 articles
Crypto
Ethereum Holds $2,100 as Japan Opens Crypto Door
Ethereum trades near $2,113 as Japan's largest brokerages prepare Bitcoin and ETH investment products. Staking supply dynamics and Layer 2 growth offer support.
May 19, 2026
Crypto
Bitcoin Slides to $76,800 as Iran Fears Weigh
Bitcoin fell below $77,000 on May 19 as geopolitical tensions and a fading rally from early May weigh on crypto markets. ETF inflows remain a bright spot.
May 19, 2026
AI & Tech
Cerebras $95B IPO Shakes Up the AI Chip Race
Cerebras Systems raised $5.55 billion in the largest U.S. tech IPO in years. The AI chipmaker's 68% first-day pop signals massive appetite for GPU alternatives.
May 19, 2026
AI & Tech
NVIDIA Earnings Tomorrow: $79B Revenue Expected
NVIDIA reports Q1 earnings May 20 with Wall Street expecting $79.2 billion in revenue. Jensen Huang's China trip and supply chain risks loom large.
May 19, 2026
Stocks
Hims & Hers Loses 11% as Debt Deal Follows Disastrous Earnings
Hims & Hers dropped 11% on May 19 after announcing a $300M convertible debt offering, following a Q1 earnings miss with a $92M net loss and CEO insider sales.
May 19, 2026
Stocks
NVIDIA Earnings Wednesday: The $87 Billion Guidance Question
NVIDIA reports Q1 FY27 earnings May 20 with analysts expecting $79.2B revenue. The real test is Q2 guidance near $87B that could reset the entire AI trade.
May 19, 2026
Macro
Warsh Takes the Fed With Oil Above $100 and a 40% Hike Bet
Kevin Warsh takes over as Fed chair with oil above $100, core PCE at 3%, and markets pricing a 40% chance of a rate hike. His first FOMC meeting is June 16-17.
May 19, 2026
Macro
IMF Slashes Global Growth to 3.1% as Hormuz Crisis Deepens
The IMF cut its 2026 global growth forecast to 3.1% and raised inflation to 4.4% as the Strait of Hormuz closure removes 10.5M barrels per day from oil markets.
May 19, 2026
Markets
Treasury Yields Hold at 4.60% as Rate Hike Odds Climb to 40%
Vanguard's S&P 500 ETF pulled in $17B in a month while Invesco QQQ shed $3.3B. The great rotation from tech-heavy to broad market is accelerating.
May 19, 2026
Markets
S&P 500 Futures Slip as Memory Chip Selloff Spills Into Tuesday
Vanguard's S&P 500 ETF pulled in $17B in a month while Invesco QQQ shed $3.3B. The great rotation from tech-heavy to broad market is accelerating.
May 19, 2026
ETFs
VOO Races Toward $1 Trillion as QQQ Bleeds $3.3B
Vanguard's S&P 500 ETF pulled in $17B in a month while Invesco QQQ shed $3.3B. The great rotation from tech-heavy to broad market is accelerating.
May 18, 2026
ETFs
Defense ETFs Hit $42B in Assets as NATO Spending Surges
Defense ETFs have pulled in $9 billion in 2026 inflows as NATO spending hits record highs. SHLD returned 49% in a year. Here is what is driving it.
May 18, 2026
Crypto
Ethereum Pectra Upgrade Lifts ETF Inflows but Price Stalls
Ethereum's Pectra upgrade drew $200M in weekly ETF inflows and raised the validator cap to 2,048 ETH. But ETH at $2,117 is lagging Bitcoin badly.
May 18, 2026
AI & Tech
Nvidia H200 China Sales Stall as Jensen Huang Joins Trump Visit
The U.S. cleared 10 Chinese firms to buy Nvidia H200 chips, but zero deliveries have been made. Jensen Huang is in Beijing seeking a breakthrough.
May 18, 2026
Stocks
Nvidia's $78 Billion Quarter Faces a Supply Chain Under Siege
Nvidia reports fiscal Q1 earnings Tuesday with $78B in expected revenue. The Iran war's helium shortage and chip supply chain disruptions raise the stakes for guidance.
May 18, 2026
Macro
CPI at 3.8% and Gas at $4.50: The Consumer Squeeze Intensifies
April CPI hit 3.8% year-over-year with energy up 17.9%. Gas prices at $4.50 a gallon are reshaping consumer spending as Walmart and Target report this week.
May 18, 2026
Crypto
Bitcoin Holds $76,900 as ETF Outflows Hit $635M Record
Bitcoin trades near $76,900 after spot ETFs recorded a record $635M single-day outflow on May 13. CPI data and dominance at 60% frame what comes next.
May 18, 2026
AI & Tech
Memory Chip Shortage Reshapes AI Trade as Prices Surge
DRAM prices have doubled in 2026 as Samsung, SK Hynix, and Micron shift production to AI memory chips. What traders need to know about the shortage.
May 18, 2026
Stocks
Samsung Strike and TSMC Stake Sale Hit Chip Stocks Monday
Samsung faces an 18-day strike by 45,000 workers as TSMC sells $850M in Vanguard shares. Asia chip stocks fell hard Monday, dragging NVDA down 4.4%.
May 18, 2026
Macro
Powell Exits, Warsh Inherits a Fed Trapped by $100 Oil
Kevin Warsh takes the Fed chair as inflation hits 3.8% and oil tops $100. The new chair inherits the tightest policy corner since the 1970s stagflation era.
May 18, 2026
Markets
Oil Above $100 Sends Global Markets Into Risk-Off Mode
Brent crude holds above $100 as the Strait of Hormuz crisis enters its third month. European and Asian equities sell off Monday on energy supply fears.
May 18, 2026
Markets
Futures Slide Monday as Oil Surges and Yields Hit One-Year High
US stock futures fall Monday as oil prices surge past $100, Treasury yields hit 4.59%, and investors brace for Nvidia and Walmart earnings this week.
May 18, 2026
ETFs
Active ETFs Capture 90% of Equity Flows as Passive Fades
Active ETFs captured nearly 90% of equity fund flows in March 2026, with value beating growth for the first time in five years. The active surge explained.
May 15, 2026