Archive

Netflix Reports Tonight. Here Is What the Numbers Need to Say.

Apr 16, 2026

The S&P 500 and Nasdaq Just Hit All-Time Highs. Here Is What Drove It and What Comes Next.

Apr 16, 2026

Meta Just Agreed to Deploy 1 Gigawatt of Broadcom AI Chips. The Custom Silicon Race Is Accelerating.

Apr 16, 2026

TSMC Just Reported a 58% Profit Jump. The AI Chip Demand Story Is Not Slowing Down.

Apr 16, 2026

PepsiCo Just Warned About Input Costs. It Is the Canary in the Inflation Coal Mine.

Apr 16, 2026

The S&P 500 Just Hit a Record. The Macro Picture Is More Complicated Than That.

Apr 16, 2026

AI Is Turning Bitcoin Miners Into Data Center Operators. Here Is What That Means for the Market.

Apr 16, 2026

Bitcoin Is Capped at $75,000 While the Nasdaq Flies to Records. Here Is Why That Gap Matters.

Apr 16, 2026

Goldman Sachs Is Now Chasing Morgan Stanley Into Bitcoin ETFs. The Fee War Just Got Serious.

Apr 16, 2026

The S&P 500 Is at a Record. Here Is What the ETF Flow Data Is Actually Telling You

Apr 16, 2026

Defense ETFs Hit $42B in Assets as SHLD Surges 70% in 2026

Defense ETFs now hold $42 billion with $9 billion in 2026 inflows. Global X's SHLD has surged 70% as drone and AI weapons demand reshapes military spending.

Apr 15, 2026

SPY Pulls $12.4B in One Week as Ceasefire Drives Record Flows

The SPDR S&P 500 ETF pulled in $12.4 billion in the week ending April 10, leading $45.4 billion in total ETF inflows as the U.S.-Iran ceasefire boosted risk appetite.

Apr 15, 2026

Ethereum Holds $2,329 as Glamsterdam Upgrade Nears

Ethereum dropped 2.7% to $2,328 on April 15 but the upcoming Glamsterdam upgrade and rising staking ETF interest provide a bullish medium-term case.

Apr 15, 2026

Bitcoin Pulls Back to $74,300 After Iran Peace Rally Fades

Bitcoin fell 1.7% to $74,293 on April 15 as traders booked profits from the prior day's 5.2% surge tied to U.S.-Iran peace talk optimism.

Apr 15, 2026

TSMC Reports $35.7B in Q1 Revenue Ahead of Thursday Call

TSMC's Q1 2026 revenue hit $35.7 billion, up 35% year over year, as AI chip demand drives record fab utilization ahead of Thursday's earnings call.

Apr 15, 2026

ASML Raises 2026 Guidance After Q1 Beat on AI Chip Demand

ASML raised full-year 2026 revenue guidance to €36-40 billion after Q1 net sales hit €8.8 billion, driven by surging AI semiconductor demand.

Apr 15, 2026

CarMax Tumbles 15% Despite Earnings Beat as Margins Crack

CarMax shares fell 15% after Q4 results revealed a $141M goodwill impairment, shrinking per-unit profits, and declining comparable store sales.

Apr 15, 2026

Bloom Energy Surges 24% on Oracle's 2.8GW AI Data Center Deal

Bloom Energy hit an all-time high after Oracle expanded its fuel cell partnership to 2.8 gigawatts for AI data centers, with 1.2GW already contracted.

Apr 15, 2026

Fed Holds at 3.5% as War-Driven Inflation Clouds Rate Cut Path

The Fed held rates at 3.5%-3.75% for a second meeting and raised inflation forecasts to 2.7% PCE, with Middle East risks complicating the path to cuts.

Apr 15, 2026

IMF Slashes Global Growth to 3.1% on Middle East Energy Shock

The IMF cut its 2026 global growth forecast by 0.2 points to 3.1% and raised inflation projections to 4.4%, citing the Strait of Hormuz crisis.

Apr 15, 2026

Oil Drops 5% as White House Signals New Iran Talks

WTI crude falls below $92 and Brent retreats from triple digits as hopes for resumed US-Iran negotiations cool the energy market's war premium.

Apr 15, 2026

S&P 500 Flirts With All-Time High as Iran Talks Revive Risk Appetite

The S&P 500 sits less than 1% from its January record as hopes for US-Iran negotiations fuel a broad risk-on rally across equities.

Apr 15, 2026

Wells Fargo Missed. UnitedHealth Surged. The Story of One Earnings Day Tells You Everything About This Market.

Apr 14, 2026

JPMorgan Beat on Revenue but Cut Its Net Interest Income Guidance. Here Is Why That Matters.

JPMorgan Chase reported Q1 2026 results this morning that beat on revenue but came with a cut to full-year net interest income guidance that sent the stock marginally lower despite the headline beat. Understanding the difference between those two data points is the key to understanding what this earnings season is actually telling the market about the health of the US economy.

Apr 14, 2026