Markets
Amkor Surges 11% on $1.5B Nvidia AI Packaging Deal
Amkor Technology jumps 11% after a $1.5B multiyear Nvidia agreement for AI chip packaging. What the deal signals for semiconductor supply chains in 2026.
Jul 24, 2026
Archive
1430 articles
Macro
Fed Blackout Ends July 29: What Powell Must Deliver
The Fed holds 3.50–3.75% into its July 29 FOMC decision with no dot plot, no SEP. Statement language is the only policy signal traders get.
Jul 24, 2026
Macro
ECB Holds at 2.25% — June Hike Was No Fluke
ECB holds deposit rate at 2.25% on July 23 after June's shock 25bp hike. Middle East inflation risk keeps the door open for further tightening.
Jul 24, 2026
ETFs
Bitcoin ETF Outflows Hit $225M, Breaking 7-Day Win Streak
U.S. spot Bitcoin ETFs shed $225.2 million Thursday, snapping a 7-day inflow streak as BTC dips below $65,000 on Iran tensions.
Jul 24, 2026
ETFs
Memory Semiconductor ETFs Multiply as RAML Goes Live
Leverage Shares launches RAML, a 2x leveraged memory chip ETF, as Themes ETFs closes 13 funds today — the last day for redemption orders.
Jul 24, 2026
AI & Tech
IBM Q2 2026: AI Revenue Hits $3B as Cloud Bets Pay Off
IBM's Q2 2026 10-Q shows AI revenue crossing $3B while hybrid cloud margins expand. Here's what the numbers mean for traders now.
Jul 24, 2026
AI & Tech
AMD Helios Rack Targets NVDA's Core at $15B GPU Forecast
AMD's Helios AI rack system takes direct aim at Nvidia's Grace Blackwell. With 114% GPU revenue growth forecast, here's the competitive math.
Jul 24, 2026
Stocks
AXP Drops 6% After Q2 Beat: What's Driving the Fade
American Express stock falls 6% despite beating Q2 EPS estimates at $4.53. Here's why traders are selling the news and what levels matter next.
Jul 24, 2026
Stocks
IBM Falls 2.25% as 10-Q Lands Amid AI Hype Scrutiny
IBM stock drops 2.25% to $205.77 on July 24 as its fresh 10-Q filing draws scrutiny. Here's what the numbers say about the AI growth story.
Jul 24, 2026
Crypto
Bitcoin ETF Outflows Hit $225M, Breaking 7-Day Streak
Bitcoin spot ETF outflows hit $225M Thursday, snapping a $999M inflow streak. BTC slides to $63,968 as Fear & Greed falls to 28.
Jul 24, 2026
Crypto
CLARITY Act at 51%: Crypto's Biggest 2026 Catalyst Teeters
The CLARITY Act has a 51% chance of passing in 2026, per Polymarket — down 14 points. A Senate vote before August recess could reprice the altcoin complex.
Jul 24, 2026
Markets
WAB Surges 10.7% on Earnings Beat, Raises Guidance
Westinghouse Air Brake jumps 10.7% after a strong Q2 earnings beat and raised full-year guidance — the cleanest earnings trade of the July reporting season.
Jul 23, 2026
Macro
ECB Holds at 2.25% — September Hike Now in Crosshairs
ECB holds rates at 2.25% July 23 as Lagarde signals inflation risks. September hike nearly fully priced. What her language means for EUR/USD and Bunds.
Jul 23, 2026
Macro
Treasury Curve Steepens as FOMC Week Looms
The 10-year Treasury yield sits at 4.63% vs. 4.26% on the 2-year. With FOMC July 28-29 six days out, the steepening curve signals a key rate inflection.
Jul 23, 2026
Markets
Tesla Crashes 6% as Revenue Drops 12% YoY
Tesla stock falls 6% premarket to $313.44 after reporting its worst revenue decline in a decade — wiping $83 billion in market cap overnight.
Jul 23, 2026
ETFs
Themes ETF Trust Closes Tomorrow: Exit by July 24
Themes ETF Trust is liquidating 13 ETFs. July 24 is your last day to redeem at market prices before Nasdaq trading halts July 28.
Jul 23, 2026
ETFs
Semis Dip-Buy Gets Crowded: $24.7B Chases SOXX, DRAM Lower
$24.7 billion has poured into SOXX, DRAM, SMH, and SOXL since the June 22 peak. Is the semiconductor ETF dip-buy trade already too crowded to work?
Jul 23, 2026
Stocks
RTX Q2 2026: $271B Backlog on the Line Today
RTX Corporation reports Q2 2026 earnings pre-market July 23. Street expects $1.66 EPS on $22.88B revenue. Here's what traders need to watch.
Jul 23, 2026
Stocks
Texas Instruments Q2 2026 Earnings: Semis' Tell
Texas Instruments filed an 8-K July 22 as semiconductor stocks rally 5-8%. TXN's Q2 results are the cycle bellwether traders can't ignore.
Jul 23, 2026
AI & Tech
Alphabet Beats Big But Burns Cash — GOOGL Sells Off
Alphabet posts $9.11 EPS vs. $2.87 estimate, but $44B in capex drives negative free cash flow for the first time. What traders need to know.
Jul 23, 2026
AI & Tech
TSMC's $64B Capex Signal Reignites Chip Rally
TSMC raises 2026 capex to $60B–$64B, sparking a 5% SOX surge. NVDA and AVGO lead gains as the AI buildout demand signal challenges the overspend narrative.
Jul 23, 2026
Crypto
Bitcoin Holds $65,775 as ETF Inflows Hit Day Six
Bitcoin trades at $65,775 with $203M in ETF inflows on day six of a streak — but the 50-day MA and a Fed hike signal cap the upside.
Jul 23, 2026
Crypto
ETH at $1,936 — Broken Structure, Bullish Bets, and a $4B Treasury Play
Ethereum rebounds to $1,936 but trades below every major moving average. Bitmine's 5.78M ETH treasury and Morgan Stanley's 0.14% ETF reshape the landscape.
Jul 23, 2026
Macro
Fed Hold Locked In — But July 29 Statement Is the Trade
The FOMC meets July 28-29 with a hold at 3.50-3.75% near-certain. The real trade is in the statement language on inflation and the Middle East.
Jul 22, 2026