Stocks
AMAT Earnings Tonight: The $9B Revenue Test
Applied Materials reports fiscal Q3 after the close today. Here's the revenue line, margin signal, and forward guide that will move the stock Friday.
Aug 13, 2026
Archive
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Stocks
Cisco's $104B Backlog Is Bigger Than It Looks
Cisco beat Q4 estimates with $17.3B in revenue and guided FY2027 well above consensus. The $104B backlog signals a multi-year AI infrastructure cycle.
Aug 13, 2026
Markets
SMCI Surges 20% on AI Demand; Record S&P in Sight
Super Micro Computer exploded 20.5% on blowout guidance as the S&P 500 eyes a record close. July PPI at 8:30 ET is the next make-or-break catalyst.
Aug 13, 2026
Markets
Treasury Curve Steepens: 10Y at 4.7% Signals Rate Tension
The 10-year Treasury yield holds at 4.7% while the Fed sits at 3.63%. With PPI due Thursday, the curve's steepening tells traders exactly where the risk lies.
Aug 13, 2026
Macro
PPI July 2026: Today's 8:30 Print Is the Fed's Next Test
July PPI releases at 8:30 AM ET today. After a -0.3% June drop and a 5.5% YoY run, this number moves the September rate decision needle.
Aug 13, 2026
Macro
Yield Curve Un-Inverts at 48 bps: What It Means Now
The 10-year Treasury at 4.70% and the 2-year at 4.22% show a 48-basis-point spread. History says this matters — here's what traders need to act on.
Aug 13, 2026
ETFs
SOXX Bleeds $1.16B as AMAT Earnings Loom
Semiconductor ETFs SOXX and SMH shed $1.56B in combined outflows. Applied Materials earnings tonight could reset the trade. Here's what to watch.
Aug 13, 2026
ETFs
$191B July Flows Fuel Leveraged ETF Launch Frenzy
ETF launches hit 1,084 in 2026 with leveraged single-stock funds at 25% of total. Record $1.3T in flows masks a brutal survival problem ahead.
Aug 13, 2026
Crypto
Bitcoin Stalls at $63,800 as Institutions Load Up
Bitcoin is range-bound at $63,800 with $853M in weekly ETF inflows. Here's what the on-chain data says about the next big move.
Aug 13, 2026
Crypto
Ethereum Tests $1,900 — The Level That Decides Altcoins
Ethereum at $1,916 is approaching its most critical resistance since 2023. ETH's next move could trigger or kill a broader altcoin recovery.
Aug 13, 2026
AI & Tech
AMAT Reports Tonight: The $9B Number That Moves Semis
Applied Materials reports Q3 2026 earnings after the close. Here's the revenue target, EPS setup, and guidance language that will move the entire semiconductor sector.
Aug 13, 2026
AI & Tech
AI Antitrust Tightens as Deregulation War Hits Tech
FTC probes Microsoft, Amazon faces court over Nessie algorithm, and the White House pushes deregulation. The AI antitrust battle is splitting Washington in real time.
Aug 13, 2026
ETFs
SPY Bleeds $15.23B in a Week — While Rising
SPY lost $15.23B in outflows the week ended Aug. 7 even as it gained 2.06%. Gold and Bitcoin are absorbing the rotation capital.
Aug 12, 2026
ETFs
1,084 ETF Launches in 2026 — Most Won't Survive
The U.S. ETF market has already seen 1,084 new launches in 2026. Nearly 25% are leveraged single-stock funds — and most face a brutal AUM survival test.
Aug 12, 2026
Markets
CoreWeave Surges 18% as AI Spend Hits Escape Velocity
CoreWeave stock jumps 18% premarket after Q2 revenue hits $2.6B, up 112% YoY. Full-year guidance raised to $12.4B–$13.2B. Here's what traders need to know.
Aug 12, 2026
Markets
Treasury Yield Curve Signals Trouble for Rate-Cut Bulls
The 10-year Treasury yield at 4.72% vs. 2-year at 4.25% spells a 47bp spread — and the Fed may still hike in September. What this means for your portfolio now.
Aug 12, 2026
Macro
July CPI Drops at 8:30 AM — Fed's Next Move Hangs on Print
July CPI hits the tape at 8:30 AM ET. Consensus is 3.4% headline, 2.5% core. One number reprices September rate hike odds in real time.
Aug 12, 2026
Macro
Yield Curve Steepens to 47 bps — What It Signals Now
The 10-year Treasury yields 4.72% versus 4.25% on the 2-year — a 47-bp positive spread that's repricing growth and inflation risk simultaneously.
Aug 12, 2026
Stocks
CoreWeave Backlog Hits $129B — AI Infrastructure Trade Is Back
CoreWeave surged 18.5% pre-market after Q2 revenue hit $2.58B, up 112% YoY, and backlog expanded $25B in under six weeks to $129.2B.
Aug 12, 2026
Crypto
Bitcoin at $63,773 — CPI Print Is Today's Binary
Bitcoin consolidates at $63,773 ahead of July CPI. A soft print targets $65K+; a hot number risks $60K. Here's what traders need to watch.
Aug 12, 2026
Stocks
Jabil Surges 5% on UBS Buy; APP Drops on BofA Cut
UBS upgrades Jabil to Buy on AI and healthcare demand cycle. Bank of America cuts AppLovin to Neutral, trimming price target to $400 from $430.
Aug 12, 2026
Crypto
Grayscale Kills 3 Altcoin ETFs in 190 Seconds
Grayscale withdrew ADA, HBAR, and DOT ETF filings in under four minutes. The move signals deep issuer doubt about the CLARITY Act and U.S. crypto regulation.
Aug 12, 2026
AI & Tech
CoreWeave Backlog Hits $129B: The AI Demand Proof Point
CoreWeave Q2 earnings beat with 112% revenue growth and a backlog that jumped $25B in six weeks. Here's what traders need to know now.
Aug 12, 2026
AI & Tech
Intel's $20B Offering Closes Today: What the Dilution Buys
Intel's upsized $20B stock offering closes August 12. Here's what the capital raise means for chip manufacturing, CapEx, and INTC's 175% YTD run.
Aug 12, 2026