Macro
Warsh Before Congress: What He Must Say Today
Fed Chair Kevin Warsh testifies at 10 AM ET as the FOMC sits split 9-to-8 on rate hikes. What his language on inflation means for July 29.
Jul 14, 2026
Archive
1430 articles
Markets
June CPI Is the Only Number That Matters Today
June CPI drops at 8:30 a.m. ET with the Fed's July decision, Nasdaq futures, and Strait of Hormuz oil risk all hanging on a single inflation print.
Jul 14, 2026
Markets
SK Hynix Rout Exposes AI Trade's Memory Problem
SK Hynix ADRs plunged 15% Monday and now test 52-week lows. The memory selloff reveals a structural crack in the AI semiconductor thesis traders can't ignore.
Jul 14, 2026
Stocks
Goldman Sachs Q2 2026 Earnings: The Number That Matters
Goldman Sachs reports Q2 2026 earnings with consensus EPS at $14.51. Here's what the investment banking giant needs to deliver to move the stock.
Jul 14, 2026
Stocks
IBM Drops 2.42% as Bank Stocks Slide: Monday's Losers
IBM fell 2.42% to $213.40 Monday as the Dow shed 138 points. Home Depot, Salesforce, and JPMorgan led the broad defensive rotation lower.
Jul 14, 2026
Crypto
Bitcoin Cracks $62K: Monthly Chart Down 18%
Bitcoin is off 18% from its July monthly open of $73,674, testing $58,115 support as a potential July 28 rate hike looms. Here's what traders watch next.
Jul 14, 2026
Crypto
Robinhood Chain Hits $3.1B DEX Volume in Week One
Robinhood Chain pulled $135M in value and 800,000 addresses in two weeks, ranking third globally by DEX volume — ahead of Ethereum mainnet.
Jul 14, 2026
AI & Tech
TSMC Q2 Revenue Hits $39.6B Record Before Thursday Call
TSMC reported $39.62B in Q2 revenue, up 36% YoY, as AI wafer demand drives a fifth straight record quarter. Full earnings Thursday.
Jul 14, 2026
AI & Tech
Intel Drops 6%, JPMorgan Short: What the 18A Bet Now Costs
Intel fell 6%+ today as JPMorgan named it a top short. With Q2 earnings July 23, the foundry revenue number is all that matters now.
Jul 14, 2026
ETFs
SOXX Hauled $5.4B in One Day. Is the Dip Over?
Semiconductor ETFs SOXX, SMH, and SOXL are attracting billions as investors buy the AI chip pullback. Here's what the flow data actually signals.
Jul 14, 2026
ETFs
Bitcoin ETFs Bleed $424M. The YTD Hole Hits $5.4B.
IBIT and FBTC shed a combined $431M in one session as Bitcoin ETF outflows deepen. The 2026 YTD total is now $5.4B in net redemptions.
Jul 14, 2026
ETFs
DRAM's 166% Run Is Rewriting Semiconductor ETF Flows
Roundhill's DRAM ETF has surged 166% since its April launch and now holds $25B in assets, reshaping capital flows away from SOXX and SMH.
Jul 13, 2026
ETFs
$1 Trillion In and Anti-Duration Is the Only Trade
ETF inflows hit $1 trillion YTD through June as LQD absorbs $1.1B in a single day and long-bond ETFs bleed $6.5B for the year. Here's the positioning.
Jul 13, 2026
Markets
US Strikes Iran: Energy Spikes, Tech Sells Off Monday
US military strikes on Iran send WTI crude up 4.2% and Nasdaq futures down 0.9% Monday. Here's what traders need to know at the open.
Jul 13, 2026
Markets
Delta Beats Q2 Estimates, Stock Falls 3% Anyway
Delta Air Lines beat Q2 top and bottom line estimates but fell 3%-plus. Here's what the guidance and 10-Q actually say for airline investors.
Jul 13, 2026
Stocks
Bank Earnings Wave Hits Tuesday: What JPM, BAC, GS Must Deliver
JPMorgan, Bank of America, Goldman Sachs, and Citigroup report Tuesday. Here's the exact EPS and revenue bar each must clear to move the tape.
Jul 13, 2026
Stocks
Fastenal Q2 2026: Industrial Bellwether's Earnings Open the Week
Fastenal reported Q2 2026 results pre-market Monday. Consensus called for $2.34B revenue and $0.33 EPS. Here's what the print means for industrial stocks.
Jul 13, 2026
Macro
June CPI Preview: Will 3.8% Kill the Rate-Cut Dream?
June CPI drops Tuesday at 8:30 a.m. ET. Consensus sees 3.8% headline, 2.8% core. Here's what every number means for the July FOMC.
Jul 13, 2026
Macro
ECB Hikes While Fed Freezes: Trading the Divergence
ECB raised rates to 2.25% in June while the Fed held at 3.62%. Five central banks, five strategies on the same global shock — here's the trade.
Jul 13, 2026
AI & Tech
SK Hynix IPO Hangover: SKHY Drops 8% in Seoul
SK Hynix fell 8.2% in Seoul Monday after its blockbuster $26.5B Nasdaq IPO. Here's what the selloff means for HBM stocks MU and SKHY.
Jul 13, 2026
AI & Tech
Supreme Court Kills FTC Independence: AI Stocks Win Now
The Supreme Court's Trump v. Slaughter ruling strips FTC independence, creating a deregulatory tailwind for AI giants — but long-term governance risk grows.
Jul 13, 2026
Crypto
Bitcoin Stalls at $64K as FOMC Hike Risk Hits 27%
Bitcoin consolidates below $65K resistance as July FOMC rate hike odds surge to 27% and Iran escalation clouds the macro backdrop.
Jul 13, 2026
Crypto
Binance MiCA Fallout Hits On-Chain Flows; ETH Trapped
Binance's MiCA exit triggers a 91% crash in Bitcoin exchange flows. Ethereum stalls at $1,808, blocked by layered EMA resistance up to $2,242.
Jul 13, 2026
Macro
June CPI Due Tuesday: Will 4.2% Inflation Break Higher?
June CPI drops Tuesday at 8:30 a.m. ET. With May YoY at 4.2% and the Fed's dot plot flagging a hike, this is the week's defining number for traders.
Jul 10, 2026