Markets
Tesla and Alphabet Q2 Earnings: What to Watch Tonight
Tesla and Alphabet report Q2 2026 earnings after the close. Here's what traders need to know on margins, cloud, and implied moves.
Jul 22, 2026
Archive
1430 articles
Markets
Yield Curve Re-Steepens as CPI Holds at 3.5%
The 10-year Treasury yield sits at 4.6% versus 4.21% on the 2-year. Here's what the steepening curve means for traders right now.
Jul 22, 2026
Macro
BOJ Holds July 31, But the Yen Trade Isn't Over
The BOJ holds at 1.00% on July 31 — a near-certainty. But Goldman's 165 USD/JPY forecast and sticky Japanese inflation keep Q4 hike risk alive.
Jul 22, 2026
ETFs
SOXX Pulls $1.38B in One Session, Edges QQQ
Semiconductor ETF SOXX attracted $1.38B in net inflows on July 19, narrowly beating QQQ — signaling institutional rotation into pure-play chip exposure ahead of earnings.
Jul 22, 2026
ETFs
13 Themes ETFs Close July 28 — Exit by Thursday
Thirteen Themes ETFs cease trading July 28 on Nasdaq. Creations and redemptions halt July 24 — traders have two sessions to exit at market prices.
Jul 22, 2026
AI & Tech
Alphabet Q2 Earnings: Cloud, AI Spend in Focus Tonight
Alphabet reports Q2 2026 after the close with $116.9B revenue consensus. Google Cloud growth and $180B+ capex justify are the pivots for the AI trade.
Jul 22, 2026
AI & Tech
AMD AI Event 2026: New Chips, 400% EPS Growth Incoming
AMD's Advancing AI 2026 event hits San Francisco today. Wall Street sees 400% YoY EPS growth for Q2. Here's what traders need to watch before August 4.
Jul 22, 2026
Crypto
Bitcoin at $65,859: The $68K Wall That Must Break
Bitcoin holds $65,859 with five straight ETF inflow days, but the $67K–$68K resistance zone is blocking the path to $70K and beyond.
Jul 22, 2026
Crypto
Ethereum Below $2K: The Setup Traders Are Watching
Ethereum is at $1,940 after a 13.6% July recovery, with altcoins forming a bullish reversal flag — but key resistance and Vitalik's selling linger.
Jul 22, 2026
Stocks
Tesla Q2 Earnings: Margin Is the Only Number That Matters
Tesla reports Q2 2026 after the bell tonight. Record 480K deliveries but revenue estimates trail last year — automotive gross margin ex-credits is the trade.
Jul 22, 2026
Stocks
Alphabet Q2 2026: Cloud Backlog Conversion Is the Test
Alphabet reports Q2 2026 tonight. Analysts expect $116.9B revenue and $2.90 EPS. The $460B Cloud backlog and Gemini 3.5 delay are the real story.
Jul 22, 2026
Macro
ECB Holds Thursday — Lagarde's Words Are the Trade
ECB rate decision hits Thursday at 8:45 AM ET. Hold is 90% priced in, but Lagarde's September forward guidance is where the real trade lives.
Jul 21, 2026
Macro
Fed Frozen at 3.63% — July 29 Is About September
The Fed holds July 29 at 3.50–3.75%. With CPI at 3.5% and a 4-to-8 FOMC dissent, the only question is whether Warsh signals a September cut.
Jul 21, 2026
Markets
Nasdaq Futures Surge 1.3% as AI Chips Reclaim the Tape
Nasdaq-100 futures jump 1.3% Tuesday as semiconductor and AI infrastructure stocks lead a rebound from Monday's Iran-driven selloff ahead of Big Tech earnings.
Jul 21, 2026
Markets
VIX at 18.65: Fear Is Present, Panic Is Not
The VIX closed Monday at 18.65 amid Iran strike headlines, but its 21st percentile reading and contained range signal structure, not breakdown. Here's what it means.
Jul 21, 2026
AI & Tech
AMD Surges 2.9% on Microsoft Helios Deal
AMD jumps 2.92% after Microsoft confirms Azure deployment of Helios AI systems. Data center revenue hit $5.8B in Q1. What traders need to know now.
Jul 21, 2026
AI & Tech
INTC's Thursday Earnings: The Riskiest Bet in Semis
Intel reports Q2 Thursday with EPS expected to flip from -$0.10 to +$0.22. ASML's 18A validation and a Susquehanna $115 target set a volatile stage.
Jul 21, 2026
Stocks
3M Surges 7% on Q2 Earnings Beat as Industrials Lead
3M stock jumps more than 7% after a significant Q2 earnings beat, leading Tuesday's industrial sector rally amid 73 earnings reports hitting the tape.
Jul 21, 2026
Stocks
Shopify Downgraded to $130 as Meta Threat Looms
Rothschild Redburn cuts Shopify to Neutral with a $130 target, the most bearish on the Street, citing Meta Platforms as a structural competitive threat to SHOP.
Jul 21, 2026
ETFs
Semis ETFs Surge as Hedge Funds Reverse Course
SOXQ jumps 4.27% premarket as hedge funds buy semiconductors at the fastest pace in 3.5 years. Here's what SOXX, SMH, and SOXL traders need to watch.
Jul 21, 2026
ETFs
Bitcoin ETFs Hit $727M 5-Day Streak; Ether Joins
Spot bitcoin ETFs logged $227M on July 20, completing a five-day $727M inflow streak — the first since April. ETHA led ether funds with $34M.
Jul 21, 2026
Crypto
Bitcoin ETF Inflows Hit 5-Day Streak — First Since April
Bitcoin ETF inflows extend to a fifth straight day, pulling in $727M as BTC trades near $65,267. Here's what the flow reversal means for traders.
Jul 21, 2026
Crypto
Ethereum at $1,907 — Uniswap Fees Up 118% in 24 Hours
Ethereum hits $1,907, up 2% as Uniswap V3 fees surge 118% in 24 hours. On-chain divergence and ETH accumulation point to a coming volatility event.
Jul 21, 2026
Macro
Fed Frozen at 3.63% as Inflation Stays 175 bps Above Target
With CPI at 3.5% and the July 31 FOMC meeting days away, the Fed's one-hike dot plot signal is the most important macro trade of the summer.
Jul 20, 2026