Markets
Yield Curve Steepens to 45 bps as Fed Hawks Circle
The 10-year yield at 4.67% versus the 2-year at 4.22% signals a steepening curve — and three sequential Fed rate hikes expected by September are reshaping duration risk.
Jul 31, 2026
Archive
1058 articles
Macro
Fed's 9-3 Hold Sends 30-Year Yield to 2007 High
Three Fed hawks dissent as the 30-year Treasury hits 5.19%—the highest since 2007. What the split vote means for September rate pricing.
Jul 31, 2026
Macro
BoJ Holds at 1.0%, Hawk Pushes Monthly Hike Pace
Bank of Japan holds at a 30-year high of 1.0% but cuts its FY2026 inflation forecast to 2.5%. BoJ hawk Tamura wants hikes every few months.
Jul 31, 2026
AI & Tech
MSFT Jumps 15.5%: Azure Hits $100B Run-Rate
Microsoft's historic single-day market-cap gain is driven by 43% Azure growth and 30M Copilot seats. Here's what traders need to know now.
Jul 31, 2026
AI & Tech
Intel EMIB Lands Nvidia Interest, TSMC Fires Back
INTC surges 12% as Nvidia eyes Intel's EMIB packaging for next-gen GPUs. TSMC develops a rival approach. The advanced packaging arms race is the chip trade of 2026.
Jul 31, 2026
Stocks
AWS 37% Growth Crowns Amazon's First $200B Quarter
Amazon Q2 2026 results: AWS grew 37% YoY to $42.2B, beating estimates of 31% growth. Here's what the numbers mean for AMZN traders today.
Jul 31, 2026
Stocks
Apple's $0.11 Tariff Gift Masks a Services Miss
Apple Q3 FY2026 beat on EPS and revenue, but a Services miss and supply-constraint guidance sent AAPL down 6% after hours. Here's the clean read.
Jul 31, 2026
ETFs
XLK Surges 3% as Tech Reclaims Sector Lead
XLK jumped 3.07% on July 30 as tech ETFs outpace the broad market. Here's what the sector rotation data means for traders right now.
Jul 31, 2026
ETFs
ETF Closures Hit Today as Launch Bubble Strains Industry
Multiple Themes ETFs liquidate July 31 as 2026's record 1,084 launches expose a survival crisis. What traders in closing funds must do today.
Jul 31, 2026
Crypto
BTC ETF Inflows Hit Record Low as $38M Coldcard Hack Hits
Bitcoin spot ETF inflows collapsed to $205M in July — the lowest monthly total ever — as a Coldcard hardware wallet exploit drained $38M from 500 wallets.
Jul 31, 2026
Crypto
GRVT Surges 62% on Coinbase Listing; ETH Eyes $1,933
GRVT exploded 62% after a Coinbase listing announcement while ETH stalls below $1,933 resistance — the key pivot for today's entire altcoin market.
Jul 31, 2026
Markets
Microsoft Surges 8% as Meta Craters: AI's Reckoning
Microsoft jumps 8% pre-market on strong AI cloud results while Meta plunges 9% on a 91% free cash flow collapse. Here's what traders need to know now.
Jul 30, 2026
Markets
Bond Rout Deepens: 30-Year Hits Multidecade High
The 30-year Treasury yield hit a multidecade high near 5.24% after three Fed members voted to hike rates. Here's what the bond rout means for equities.
Jul 30, 2026
Macro
Fed's Three-Dissent Hike Signal Makes September Live
Three FOMC members voted to hike rates at the July meeting. With oil up 20% in July and claims at 60-year lows, September is suddenly in play.
Jul 30, 2026
Macro
Q2 GDP, PCE, and Claims Hit at 8:30 — Here's the Trade
Q2 GDP, Core PCE, and jobless claims all print at 8:30 AM ET today. Here's what each number means for the September Fed hike decision and your portfolio.
Jul 30, 2026
ETFs
GLD Hauls $1.33B as Oil Spike Torches SPY
Gold ETF GLD pulled $1.33B in weekly inflows while SPY dropped 1.54% Thursday as Middle East tensions drove a violent sector rotation into energy.
Jul 30, 2026
ETFs
Bitcoin ETFs Bleed $464M as Ethereum ETFs Add 20K ETH
Bitcoin ETFs posted $464M in weekly net outflows while Ethereum ETFs extended their inflow streak, adding 20,277 ETH — a divergence with real positioning implications.
Jul 30, 2026
AI & Tech
MSFT Surges 8% as Azure Hits $100B, Capex Beats
Microsoft Q4 2026 earnings crushed estimates with $90B revenue and Azure topping $100B — and capex came in under guidance at $41B.
Jul 30, 2026
AI & Tech
Meta's FCF Implodes as AI Capex Hits $31B in One Quarter
Meta posted Q2 EPS of $6.18 vs. $7.17 expected as capex hit $31B and free cash flow collapsed to $784M — and H2 looks worse.
Jul 30, 2026
Stocks
MSFT Surges 9% After Hours on $678B Backlog
Microsoft crushed Q4 estimates with EPS of $4.74 vs. $4.24 expected, and a jaw-dropping $678B contracted revenue backlog. Here's what traders need to know.
Jul 30, 2026
Stocks
Chip Stocks Bleed as SK Hynix Rattles AI Spending Thesis
SK Hynix's disappointing results triggered a sector-wide selloff: Micron lost 9.9%, NVDA fell 3.5%, AMD dropped 5.5% in a single brutal Wednesday session.
Jul 30, 2026
Crypto
Bitcoin Holds $63,888 as 3-Way Fed Dissent Rocks Stocks
Bitcoin trades at $63,888 while the S&P 500 drops 1.5% after a 9-3 FOMC hold. Here's what the hawkish dissent means for BTC price action.
Jul 30, 2026
Crypto
Ethereum Below $2,000: ETH Flows, Chainlink, ADA July 30
Ethereum trades at $1,899 as altcoins diverge sharply post-FOMC. Chainlink wins Robinhood L2, ADA gains 17%, and XRP ETF assets hit $1.5B.
Jul 30, 2026
ETFs
SMH on Pace for Worst Month in a Decade as Semis Crater
VanEck Semiconductor ETF SMH falls 3%+ for a fourth straight day as Micron and AMD drop 8%, putting the sector on track for its worst month in over a decade.
Jul 29, 2026