Markets
Bond Rout Deepens: 30-Year Hits Multidecade High
The 30-year Treasury yield hit a multidecade high near 5.24% after three Fed members voted to hike rates. Here's what the bond rout means for equities.
Jul 30, 2026
Archive
1430 articles
Macro
Fed's Three-Dissent Hike Signal Makes September Live
Three FOMC members voted to hike rates at the July meeting. With oil up 20% in July and claims at 60-year lows, September is suddenly in play.
Jul 30, 2026
Macro
Q2 GDP, PCE, and Claims Hit at 8:30 — Here's the Trade
Q2 GDP, Core PCE, and jobless claims all print at 8:30 AM ET today. Here's what each number means for the September Fed hike decision and your portfolio.
Jul 30, 2026
ETFs
GLD Hauls $1.33B as Oil Spike Torches SPY
Gold ETF GLD pulled $1.33B in weekly inflows while SPY dropped 1.54% Thursday as Middle East tensions drove a violent sector rotation into energy.
Jul 30, 2026
ETFs
Bitcoin ETFs Bleed $464M as Ethereum ETFs Add 20K ETH
Bitcoin ETFs posted $464M in weekly net outflows while Ethereum ETFs extended their inflow streak, adding 20,277 ETH — a divergence with real positioning implications.
Jul 30, 2026
AI & Tech
MSFT Surges 8% as Azure Hits $100B, Capex Beats
Microsoft Q4 2026 earnings crushed estimates with $90B revenue and Azure topping $100B — and capex came in under guidance at $41B.
Jul 30, 2026
AI & Tech
Meta's FCF Implodes as AI Capex Hits $31B in One Quarter
Meta posted Q2 EPS of $6.18 vs. $7.17 expected as capex hit $31B and free cash flow collapsed to $784M — and H2 looks worse.
Jul 30, 2026
Stocks
MSFT Surges 9% After Hours on $678B Backlog
Microsoft crushed Q4 estimates with EPS of $4.74 vs. $4.24 expected, and a jaw-dropping $678B contracted revenue backlog. Here's what traders need to know.
Jul 30, 2026
Stocks
Chip Stocks Bleed as SK Hynix Rattles AI Spending Thesis
SK Hynix's disappointing results triggered a sector-wide selloff: Micron lost 9.9%, NVDA fell 3.5%, AMD dropped 5.5% in a single brutal Wednesday session.
Jul 30, 2026
Crypto
Bitcoin Holds $63,888 as 3-Way Fed Dissent Rocks Stocks
Bitcoin trades at $63,888 while the S&P 500 drops 1.5% after a 9-3 FOMC hold. Here's what the hawkish dissent means for BTC price action.
Jul 30, 2026
Crypto
Ethereum Below $2,000: ETH Flows, Chainlink, ADA July 30
Ethereum trades at $1,899 as altcoins diverge sharply post-FOMC. Chainlink wins Robinhood L2, ADA gains 17%, and XRP ETF assets hit $1.5B.
Jul 30, 2026
ETFs
SMH on Pace for Worst Month in a Decade as Semis Crater
VanEck Semiconductor ETF SMH falls 3%+ for a fourth straight day as Micron and AMD drop 8%, putting the sector on track for its worst month in over a decade.
Jul 29, 2026
ETFs
Ethereum ETFs Pull In $104M as Bitcoin Funds Bleed
Ethereum ETFs logged $103.9M in weekly inflows — their third straight positive week — while spot Bitcoin ETFs shed $49.75M on July 28 alone, deepening a four-day slide.
Jul 29, 2026
Markets
Chip Sector Meltdown: What the China Shock Means Now
SanDisk down 50% from peak, SK Hynix -15% in Seoul. China's DUV lithography breakthrough is reshaping the global semiconductor trade in real time.
Jul 29, 2026
Markets
Fed Decision Day: Hold, Hike, or Inflection Point?
Fed announces today with CPI at 3.5% and markets pricing 30% odds of a hike. The 10-year at 4.65% tells the real story about where rates are heading.
Jul 29, 2026
Macro
Fed Holds at 3.50%–3.75% for Fifth Straight Meeting
The FOMC holds rates unchanged for a fifth consecutive meeting as Warsh prepares to speak. No dot plot today — the press conference is all traders get.
Jul 29, 2026
Macro
Oil's 20% July Surge Is the Fed's Biggest Problem Now
WTI crude topped $100 a barrel in July, up 20% on the month. That energy shock will hit PCE data and could force a Fed hike in September 2026.
Jul 29, 2026
Stocks
MSFT & META Earnings Tonight: The Only Numbers That Matter
Microsoft and Meta report after the bell July 29. Azure growth and capex guidance will decide whether MSFT's 20% YTD loss deepens or reverses.
Jul 29, 2026
Stocks
Memory Stocks Crash 50%: What Broke the SNDK Trade
SanDisk has collapsed 53% in five weeks from its June peak. The memory meltdown is taking SK Hynix, Samsung, Micron, and the storage complex with it.
Jul 29, 2026
Crypto
Bitcoin Holds $64K as Fed Decision Looms
Bitcoin trades at $64,350 with a 30% chance of a surprise Fed hike. Key levels, ETF outflows, and the trade setup for 2 p.m. ET.
Jul 29, 2026
Crypto
Morgan Stanley Launches ETH and SOL ETFs at 0.14%
Morgan Stanley debuts MSSE and MSOL on NYSE Arca at the market's lowest fee, with staking pass-through — as XRP's Clarity Act catalyst evaporates.
Jul 29, 2026
AI & Tech
Meta Q2 Earnings: $60B Revenue Test Starts Tonight
Meta reports Q2 2026 earnings after the bell today. Here's what the $60.16B revenue consensus, capex trajectory, and $14B Texas data center deal mean for traders.
Jul 29, 2026
AI & Tech
Microsoft Q4 FY2026 Earnings: Azure AI Is the Only Number
Microsoft reports Q4 FY2026 earnings tonight. Azure AI growth, $37.5B in quarterly capex, and an FTC antitrust probe make this the most complex MSFT print in years.
Jul 29, 2026
Macro
FOMC Day 1: Fed Holds at 3.50–3.75% With Real Two-Way Risk
The FOMC convenes today with a 64.2% hold probability — down 23 points in one week. Here's what the Warsh presser must deliver tomorrow.
Jul 28, 2026