Crypto
XRP ETFs Pass $1.21B as Altcoin Rotation Builds
Spot XRP ETFs have absorbed $1.21 billion in cumulative inflows. Solana ETF filings sit on SEC desks. The altcoin rotation is starting to print.
May 4, 2026
Archive
663 articles
AI & Tech
Palantir Q1 Earnings Tonight: AIP Faces $144 Valuation Test
Palantir reports Q1 after the close with $1.54B in revenue expected. Options pricing 10.5% move as commercial AIP growth meets a 200x multiple.
May 4, 2026
Stocks
Apple's $111B Quarter Reframes the Megacap Trade for May
Apple posted $111.2B in Q2 revenue and guided Q3 to 14-17% growth, double Wall Street's 9.5% estimate. Services hit a $30.98B record. What May looks like.
May 4, 2026
Macro
Powell Hands Warsh a Divided Fed With 11 Days to the Switch
Jerome Powell hands the Fed gavel to Kevin Warsh on May 15 with four dissents from last week's FOMC, the deepest split since 1992. What Warsh changes first.
May 4, 2026
Markets
10-Year Treasury Yield Holds 4.35% as Stagflation Math Frays
The 10-year Treasury yield sits at 4.35% Monday after a nine-month high last week. Bond market struggles to reconcile 2% GDP with 4.5% PCE inflation.
May 4, 2026
Markets
Stocks Slide as Hormuz Standoff Pushes Brent Past $110
US stock futures sag Monday as Brent crude jumps above $110 on a Strait of Hormuz standoff. S&P futures off 0.17%, Dow off 0.43% pre-market.
May 4, 2026
Crypto
Bitcoin at $79K as ETFs Pull In $629M to Open May
Bitcoin trades near $79,000 after spot ETFs took in $629 million Friday. ETH lags at $2,326 with funds bleeding. Watch the $80K break next.
May 4, 2026
AI & Tech
Nvidia Back at $5 Trillion as Vera Rubin Rewrites the AI Math
First-quarter US GDP expanded just 2.0% as the PCE price index hit 4.5%, the worst stagflation print since the early 1980s and a direct hit to Fed policy.
May 4, 2026
Macro
Q1 GDP Slows to 2.0% as PCE Price Index Surges to 4.5%
First-quarter US GDP expanded just 2.0% as the PCE price index hit 4.5%, the worst stagflation print since the early 1980s and a direct hit to Fed policy.
May 4, 2026
Stocks
Palantir's $1.5 Billion Q1 Test: AIP and a 10.5% Implied Move
Palantir reports Q1 earnings after Monday's close with consensus at $1.54B revenue, 115% EPS growth and a 10.5% implied move. AIP momentum is the key.
May 4, 2026
ETFs
S&P 500 Caps Best Month Since 2020 as $12B Floods SPY
The S&P 500 closed April at a record 7,209 with a 10.4% gain. SPY pulled in $12.4B last week. Here is what the flow data signals for May.
May 1, 2026
Crypto
Ethereum Lags as Spot ETH ETFs Lose $87M, FETH Leads Outflows
Ethereum is stuck under $2,300 as US spot Ether ETFs lose $87.7 million, with Fidelity's FETH overtaking BlackRock ETHA in redemptions. Here is the trade for May.
May 1, 2026
Crypto
Bitcoin Holds $76K as Spot ETFs Bleed for Third Straight Day
Bitcoin is clinging to $76,000 as US spot Bitcoin ETFs post a third straight day of outflows totaling $138 million. Here is what traders should watch into the weekend.
May 1, 2026
AI & Tech
Big Tech Capex Hits $700B as Hyperscalers Double Down on AI
Microsoft, Alphabet, Meta and Amazon lifted 2026 capex guides above $650 billion combined. Here is what the AI capex spree means for chipmakers and infrastructure traders.
May 1, 2026
Stocks
Exxon, Chevron Beat Estimates as Iran War Hammers Profits
The S&P 500 capped April at a record close above 7,200, posting its best month since 2020 as Apple's earnings beat propelled futures into May.
May 1, 2026
Macro
Iran War Oil Shock Pushes Brent to $114 as ISM Data Looms
Brent crude near $114 after touching $126, the largest oil supply disruption on record, threatens the soft landing as the April ISM print arrives Friday.
May 1, 2026
Markets
Apple Stock Pops 5% on Q2 Beat as $111B Quarter Lifts Tape
Apple's $111.2 billion Q2 print and 5% after-hours rally is dragging the broader market higher Friday, with services and Mac sales powering the beat.
May 1, 2026
AI & Tech
Apple Q2 Smashes Records With $111.2B and $100B Buyback
Apple Q2 2026 revenue hit $111.2 billion as iPhone sales jumped 22% and the board greenlit another $100 billion buyback. Here is what traders need to know.
May 1, 2026
Stocks
Reddit Stock Pops 16% Pre-Market on 69% Revenue Surge in Q1
Reddit posted Q1 revenue of $663M, up 69% year-over-year, with EPS of $1.01 crushing estimates. Q2 guidance raised. Stock up 16% pre-market.
May 1, 2026
ETFs
Chip ETFs SOXX, SMH Post Best Month in Decades on AI Spend
ARK Innovation (ARKK) has gathered nearly $1.9B in YTD creations and a 19% AUM jump as growth-themed ETFs reclaim flow share from S&P 500 trackers.
May 1, 2026
Macro
Fed Holds Rates at 3.5%-3.75% as Four Dissents Mark Deepest Split Since 1992
The Fed kept rates at 3.50%-3.75% Wednesday with four dissents, the most since 1992, as Iran-war oil shock pushes core PCE to 3.2%.
May 1, 2026
Markets
S&P 500 Closes April Above 7,200 in Best Month Since 2020
The S&P 500 capped April at a record close above 7,200, posting its best month since 2020 as Apple's earnings beat propelled futures into May.
May 1, 2026
ETFs
ARK Innovation ETF Pulls $1.9B in Creations as Growth Rotates Back
ARK Innovation (ARKK) has gathered nearly $1.9B in YTD creations and a 19% AUM jump as growth-themed ETFs reclaim flow share from S&P 500 trackers.
Apr 30, 2026
Crypto
Ethereum Staking ETFs Hit Stride as ETHA Crosses $7B in AUM
Meta posted $56.3B in Q1 revenue and raised 2026 AI capex guidance to $125B–$145B, sending shares lower on margin concerns despite a strong ad print.
Apr 30, 2026