AI & Tech
Intel Surges 24% on Earnings as AI Revives the CPU Market
Intel stock posts its best day since 1987, soaring 24% after Q1 revenue of $13.6B and a 22% jump in data center sales driven by AI workloads.
Apr 27, 2026
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AI & Tech
Nvidia Hits $5 Trillion as AI Chip Spending Tops $650B
Nvidia closes at record $208.27, crossing $5 trillion market cap as hyperscalers commit $650 billion to AI infrastructure in 2026.
Apr 27, 2026
Stocks
Sun Pharma's $11.75B Organon Bid Sparks Healthcare M&A
Sun Pharma agrees to acquire Organon for $11.75 billion in cash at $14 per share, a 60% premium, in one of the biggest Indian outbound deals ever.
Apr 27, 2026
Stocks
Nvidia Tops $5 Trillion as AI Chip Demand Hits $1 Trillion
Nvidia stock closed at a record $208 on Friday, pushing market cap past $5 trillion on confirmed $1 trillion AI chip demand through 2027.
Apr 27, 2026
ETFs
ETF Sector Rotation Hits Tech With $3.3B in Outflows
Tech ETFs lost $3.3 billion in April as investors rotated into cyclicals and AI infrastructure, while robotics and AI thematic funds captured 95% of thematic flows.
Apr 27, 2026
Macro
Fed Holds Rates This Week as Oil Shock Tests Inflation
The Fed meets April 28-29 with rates at 3.50-3.75%. Markets price a 99.9% hold probability as $107 oil complicates the inflation outlook.
Apr 27, 2026
Macro
Consumer Sentiment Hits Record Low as Inflation Fears Surge
University of Michigan consumer sentiment fell to 49.8 in April 2026, the lowest reading on record, as year-ahead inflation expectations jumped to 4.7%.
Apr 27, 2026
Markets
Buffett Indicator Hits 227% as S&P 500 Trades at Record
The Buffett Indicator hits 227% — well above the 200% danger zone — as the S&P 500 trades at all-time highs. What history says about timing.
Apr 27, 2026
Markets
S&P 500 Futures Flat as Oil Tops $107 and Mag 7 Week Looms
S&P 500 futures hold steady Monday as Brent crude surges past $107 on stalled Iran talks and five Magnificent Seven earnings reports loom this week.
Apr 27, 2026
ETFs
Ethereum ETFs Snap Losing Streak With 9-Day Inflow Run
Spot Ethereum ETFs pulled in $43.4 million on April 21, extending a nine-day inflow streak that breaks a five-month outflow trend and signals a turn in ETH positioning.
Apr 24, 2026
ETFs
XRP ETFs Cross $1B AUM as Coinbase Launches TAS Futures
XRP spot ETFs now hold over $1 billion in assets and 787 million tokens, with Coinbase set to launch trade-at-settlement futures on May 1 as institutional flow builds.
Apr 24, 2026
ETFs
SOXX, SMH Shatter Records on Historic Chip ETF April
Semiconductor ETFs SOXX and SMH pulled in $5.4 billion in April 2026, with SOXX posting its best-ever monthly inflow and a 28% price gain amid the AI buildout.
Apr 24, 2026
Crypto
Bitcoin Holds $78K as IBIT Leads Crypto ETF Rebound
Bitcoin traded at $78,278 Friday as spot Bitcoin ETFs posted $996 million in weekly inflows, with BlackRock's IBIT commanding 49% of the market.
Apr 24, 2026
Stocks
Tesla's Earnings Beat Masks a 50,000-Vehicle Inventory Problem
Tesla beat Q1 EPS and revenue expectations, but missed deliveries by 7,600 and built 50,000 excess vehicles. The bulls and bears both have their data.
Apr 24, 2026
Stocks
Intel's 25% Moonshot: The Q1 Beat That Broke the 2000 High
Intel crushed Q1 estimates, guided Q2 above consensus, and traded through its March 2000 all-time high. Why INTC's narrative has fundamentally shifted.
Apr 24, 2026
AI & Tech
Google's TPU 8t and 8i Put Real Pressure on Nvidia
Google unveiled its eighth-generation TPU 8t and TPU 8i chips at Cloud Next 2026, delivering 3x the training performance of Ironwood and challenging Nvidia directly.
Apr 24, 2026
AI & Tech
Intel Stock Soars 15% as AI-Driven CPUs Power Q1 Beat
Intel's Q1 2026 earnings crushed estimates as data center and AI revenue jumped 22%, with CPUs re-emerging as critical infrastructure in the agentic AI buildout.
Apr 24, 2026
Macro
Jobless Claims Rise to 214,000 — Why That Locks the Fed In
Initial jobless claims rose to 214,000 last week, slightly above consensus. The range is still tight — and that's exactly the Fed's problem.
Apr 24, 2026
Macro
The Fed's Oil Problem: Rate Cut Odds Collapse as PCE Creeps Higher
Brent at $105 and the Fed's upwardly revised 2.7% PCE track are colliding. The 2026 rate-cut window is closing faster than traders priced.
Apr 24, 2026
Markets
Oil Breaks $105 — The Tape That's Rewriting Every Sector Thesis
Brent crude cleared $105.63 Friday as Strait of Hormuz risk forces a sector-wide repricing. Here's what's working and what's breaking.
Apr 24, 2026
Markets
Intel Rally Lifts Nasdaq Futures as Hormuz Risk Caps Dow
Intel surges 25% pre-market as Q1 results ignite the Nasdaq, but a $105 oil print and Hormuz tensions keep the Dow and S&P in check.
Apr 24, 2026
ETFs
Spot Bitcoin ETFs Log Fifth Straight Day of Inflows as AUM Tops $96.5B
US spot Bitcoin ETF inflows extended a five-day streak through April 22, with $238M added in one session as total AUM climbed above $96.5 billion.
Apr 23, 2026
ETFs
SOXX Gains 28% in April, SMH Hits Record $3.4B Inflow as Chip ETFs Explode
SOXX climbed 28.77% in April 2026 and SMH pulled in a record $3.4B, as semiconductor ETFs lead all thematic flow categories after the Iran ceasefire.
Apr 23, 2026
Crypto
Ethereum ETFs Log Ninth Straight Day of Inflows as ETH Outpaces BTC
Ethereum ETF inflows hit $43.3M on April 21, the ninth straight session, with BlackRock ETHA leading at $37M as institutional rotation into ETH accelerates.
Apr 23, 2026