Macro
PCE Hits 4.1%: Fed's Hike Path Just Got Clearer
May PCE inflation printed 4.1% headline, 3.4% core — both above the Fed's own upgraded forecasts. An October rate hike is no longer a tail risk.
Jun 26, 2026
Archive
1430 articles
Macro
GDP 2.1%, But PCE at 4.1% Kills the Relief Rally
Q1 GDP final estimate holds at 2.1%, but May PCE at 4.1% and a widening current-account deficit frame a stagflation-adjacent macro picture for traders.
Jun 26, 2026
Stocks
BlackBerry Surges 133% in 2026 — Is BB Overextended?
BlackBerry stock has climbed 133% in 2026. QNX revenue jumped 26% YoY and analysts are split from $4.50 to $12. Here's what traders need to know.
Jun 26, 2026
ETFs
SpaceX Joins Russell 1000 Today: $27B Forced Buy
SpaceX enters the Russell 1000 at today's close, triggering an estimated $22–$27 billion in forced ETF buying. Here's what IWF and IWB holders must know.
Jun 26, 2026
ETFs
SMH's Bearish Signal Meets SOXL's $1.7B Exodus
SMH's MACD histogram turned negative June 23 as SOXL bled $1.72 billion in a single day. What the semiconductor ETF flow data is telling traders right now.
Jun 26, 2026
Stocks
Micron Blows Past Estimates, Guides $50B in Q4
Micron's Q3 EPS of $25.11 crushed the $20.28 estimate. Q4 guidance of $50B — 15% above consensus — is the AI memory trade of the year.
Jun 26, 2026
Crypto
Ethereum Drops 10% in 7 Days as Foundation Cuts 20% of Staff
Ethereum fell to $1,560 on $359M in liquidations as the Ethereum Foundation slashes headcount 20% and budget 40% in a structural overhaul.
Jun 26, 2026
Crypto
Bitcoin Cracks $58K: $10.6B Expiry Hits Today
Bitcoin hit a 21-month low of $58,115 as a $10.6B options expiry collides with a 4.1% PCE print and $2.92B in June ETF outflows.
Jun 26, 2026
AI and Tech
Micron Surges 11.5% After Blowout Q3 Print
Micron stock hits $1,168.50 after a +15.78% post-earnings surge. Here's what the memory supercycle means for MU and the broader chip sector.
Jun 26, 2026
AI and Tech
Intel's 453% Rally Meets a 904x P/E Problem
Intel stock is up 168% YTD and trades at 904x trailing earnings. Here's why the valuation math is becoming impossible to defend at current levels.
Jun 26, 2026
Markets
Nasdaq Heads for Fifth Loss as Tech Selloff Deepens
Nasdaq-100 futures drop 1.2% Friday as Apple price hikes and AI infrastructure cost fears extend a four-day chip stock rout into the weekend.
Jun 26, 2026
Markets
PCE Data at 8:30 AM Could Unwind the Micron Rally Fast
May PCE inflation data drops at 8:30 AM ET with a +0.5% MoM forecast. With CPI at 4.2% and the 10-year at 4.5%, a hot print revives Fed rate hike fears.
Jun 25, 2026
Macro
Fed's Inflation Problem Just Got Real: PCE Day
Core PCE for May prints today as Fed dot plot already signals a potential 2026 hike. Here's what traders need to watch at 8:30 AM ET.
Jun 25, 2026
Macro
ECB Hikes, BoJ Hikes — The Fed Is Alone
Global central banks are fracturing. ECB raised 25bps June 11, BoJ hit 1.0% in June. The Fed is frozen. Dollar and sovereign spreads are the trade.
Jun 25, 2026
Crypto
Bitcoin Cracks $60K: Is $59,200 the Last Stand?
Bitcoin plunges to $59,600 intraday as the 200-week MA breaks, Fear & Greed hits 24, and ETF outflows top $5.94B over six weeks.
Jun 25, 2026
Crypto
Binance EU License Expires June 30: What's at Stake
Binance has less than six days to secure an EU license replacement or halt services for millions of European users — the biggest exchange risk event of 2026.
Jun 25, 2026
AI and Tech
Micron Obliterates Q3 Estimates, Guides $50B Q4
Micron's Q3 revenue hit $41.46B — up 346% YoY — crushing estimates. Q4 guidance of $49–$51B sent MU surging 17% pre-market Thursday.
Jun 25, 2026
AI and Tech
Qualcomm Eyes $10B Tenstorrent Bid to Challenge Nvidia
Qualcomm is in early talks to acquire AI chip designer Tenstorrent for $8–10B, targeting Nvidia's inference dominance using RISC-V architecture.
Jun 25, 2026
Stocks
Hertz Crashes 41% — What's Killing HTZ Stock Today
Hertz Global Holdings plunges 40.71% to $3.00 in Thursday trading, the most violent single-session collapse in the market today. Here's what traders need to know.
Jun 25, 2026
Stocks
Micron Crushes Q3 With $41B Revenue, Guides $50B Q4
Micron Technology posts record $41.46B Q3 revenue, beats EPS by 24%, and guides Q4 to $50B — a 16% guide-above that redefines AI memory demand.
Jun 25, 2026
ETFs
SMH's 7% Crash: What Semis Tell You Now
VanEck's SMH semiconductor ETF dropped 7% Tuesday. Here's what the violent selloff means for XLK, IGM, and your chip exposure heading into Q3.
Jun 25, 2026
Markets
Micron's $25 EPS Blowout Resets the AI Memory Trade
Micron's Q3 earnings of $25.11 EPS on $41.46B in revenue — with a $50B Q4 guide — are repricing the entire AI memory sector in real time.
Jun 25, 2026
ETFs
ETF Industry Hits $1 Trillion in 2026 — What It Means
U.S. ETF inflows hit $830B YTD with $1 trillion expected tomorrow. Active ETFs, VOO's dominance, and what the flow data tells traders right now.
Jun 25, 2026
Stocks
AMC Stock Crashes 24% on $200M Dilutive Share Sale
AMC Entertainment dropped 24% Tuesday after announcing a $200M registered direct offering of 95.25M shares. Here's what the deal structure signals for holders.
Jun 24, 2026