Markets
The Nasdaq 100 rose 0.8% on Tuesday, putting it on pace for its 10th consecutive day of gains, the longest winning streak since 2021. The S&P 500 added 0.4%, having fully erased the war-driven losses it accumulated since February. Oil dropped further as reports emerged that the US and Iran are considering another round of peace talks, and the risk-on rotation that began with the ceasefire announcement is showing no signs of exhausting itself.
Apr 14, 2026
AI & Tech
Novo Nordisk's US-listed shares rose 3% after the company announced a partnership with OpenAI, and the strategic logic behind the deal says a great deal about where AI is heading in healthcare more broadly.
Apr 14, 2026
Stocks
Goldman Sachs delivered Q1 results Monday that beat analyst expectations on both earnings per share and revenue. The firm posted EPS of $17.55 against a consensus of $16.30, and revenue of $17.23 billion. In any normal quarter, those numbers would send the stock higher. Goldman shares fell instead.
Apr 14, 2026
AI & Tech
Goldman Sachs delivered Q1 results Monday that beat analyst expectations on both earnings per share and revenue, posting EPS of $17.55 against a consensus of $16.30 on revenue of $17.23 billion. But beneath the headline figures, the most interesting element of Goldman's quarter was not the trading revenue or investment banking pipeline. It was the language around AI.
Apr 14, 2026
Macro
Jerome Powell's term as Federal Reserve Chair expires in May 2026, and the institution he leaves behind will face some of the most complex monetary policy decisions in a generation. That transition is now unfolding under conditions nobody planned for when the succession process began.
Apr 14, 2026
Macro
The March Producer Price Index landed this morning, and it landed softer than expected. The headline PPI rose against a consensus forecast, but the details within the report tell a more nuanced story about where inflation is actually heading and what it means for the Federal Reserve's next move.
Apr 14, 2026
Crypto
Apr 14, 2026
Crypto
Apr 14, 2026
ETFs
Apr 14, 2026
ETFs
Apr 14, 2026
ETFs
North American gold ETFs posted a record $13 billion in outflows in March 2026, ending a nine-month inflow streak. Asian funds absorbed the selling with six straight months of inflows.
Apr 14, 2026
Crypto
Bitcoin ETF inflows fell to $70M in early April from $1.3B in March. BlackRock's IBIT holds $55.9B while GBTC outflow pressure fades after $17.5B in cumulative exits.
Apr 13, 2026
Crypto
Bitcoin fell to $71,000 as U.S.-Iran ceasefire negotiations collapsed after 21 hours in Islamabad. A Strait of Hormuz blockade threatens oil prices and crypto risk appetite.
Apr 13, 2026
AI & Tech
AMD stock is up 76% in 12 months, outpacing Nvidia's 30% gain. New MI400 chips and deals with OpenAI and Meta are reshaping the AI chip race for 2026.
Apr 13, 2026
ETFs
Global X Defense Tech ETF (SHLD) is up 48% YTD with $7.5 billion in assets as NATO's 5% GDP spending target and Iran conflict drive record defense sector inflows.
Apr 13, 2026
AI & Tech
TSMC Q1 2026 revenue hit $35.7 billion, up 35% YoY, as AI chip demand from Nvidia and Apple drives record March shipments ahead of April 16 earnings.
Apr 13, 2026
Stocks
Organon stock surged 28% after Sun Pharmaceutical reportedly submitted a $12 billion all-cash takeover bid, potentially India's largest overseas pharma deal.
Apr 13, 2026
Stocks
Goldman Sachs reports Q1 2026 earnings Monday before the bell. Analysts expect $16.9B in revenue and $16.41 EPS, driven by an 18% jump in trading.
Apr 13, 2026
Macro
The ECB held rates at 2% in March, but Barclays and J.P. Morgan now expect three hikes this year as the Hormuz crisis threatens European energy security.
Apr 13, 2026
Macro
March CPI jumped to 3.3% annually on a 21.2% gasoline spike tied to the Iran war. Core inflation held at 2.6%, but the Fed's calculus just got harder.
Apr 13, 2026
Markets
Brent crude surges past $102 and WTI tops $104 as Trump's Strait of Hormuz blockade threatens to disrupt 20% of global seaborne oil supply.
Apr 13, 2026
Markets
U.S. stock futures drop as Trump orders a naval blockade of the Strait of Hormuz after Iran peace talks collapse, sending Brent crude above $102
Apr 13, 2026
Apr 12, 2026
Macro
Apr 10, 2026
