Archive

Bitcoin Pulls Back to $74,300 After Iran Peace Rally Fades

Bitcoin fell 1.7% to $74,293 on April 15 as traders booked profits from the prior day's 5.2% surge tied to U.S.-Iran peace talk optimism.

Apr 15, 2026

TSMC Reports $35.7B in Q1 Revenue Ahead of Thursday Call

TSMC's Q1 2026 revenue hit $35.7 billion, up 35% year over year, as AI chip demand drives record fab utilization ahead of Thursday's earnings call.

Apr 15, 2026

ASML Raises 2026 Guidance After Q1 Beat on AI Chip Demand

ASML raised full-year 2026 revenue guidance to €36-40 billion after Q1 net sales hit €8.8 billion, driven by surging AI semiconductor demand.

Apr 15, 2026

CarMax Tumbles 15% Despite Earnings Beat as Margins Crack

CarMax shares fell 15% after Q4 results revealed a $141M goodwill impairment, shrinking per-unit profits, and declining comparable store sales.

Apr 15, 2026

Bloom Energy Surges 24% on Oracle's 2.8GW AI Data Center Deal

Bloom Energy hit an all-time high after Oracle expanded its fuel cell partnership to 2.8 gigawatts for AI data centers, with 1.2GW already contracted.

Apr 15, 2026

Fed Holds at 3.5% as War-Driven Inflation Clouds Rate Cut Path

The Fed held rates at 3.5%-3.75% for a second meeting and raised inflation forecasts to 2.7% PCE, with Middle East risks complicating the path to cuts.

Apr 15, 2026

IMF Slashes Global Growth to 3.1% on Middle East Energy Shock

The IMF cut its 2026 global growth forecast by 0.2 points to 3.1% and raised inflation projections to 4.4%, citing the Strait of Hormuz crisis.

Apr 15, 2026

Oil Drops 5% as White House Signals New Iran Talks

WTI crude falls below $92 and Brent retreats from triple digits as hopes for resumed US-Iran negotiations cool the energy market's war premium.

Apr 15, 2026

S&P 500 Flirts With All-Time High as Iran Talks Revive Risk Appetite

The S&P 500 sits less than 1% from its January record as hopes for US-Iran negotiations fuel a broad risk-on rally across equities.

Apr 15, 2026

Wells Fargo Missed. UnitedHealth Surged. The Story of One Earnings Day Tells You Everything About This Market.

Apr 14, 2026

JPMorgan Beat on Revenue but Cut Its Net Interest Income Guidance. Here Is Why That Matters.

JPMorgan Chase reported Q1 2026 results this morning that beat on revenue but came with a cut to full-year net interest income guidance that sent the stock marginally lower despite the headline beat. Understanding the difference between those two data points is the key to understanding what this earnings season is actually telling the market about the health of the US economy.

Apr 14, 2026

The Nasdaq Is on a 10-Day Winning Streak. Here Is What the Numbers Actually Say.

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

Novo Nordisk Just Partnered With OpenAI. The Healthcare AI Race Is Getting Serious.

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

Goldman Sachs Beat the Street. The Stock Fell Anyway. Here Is What That Tells You.

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

Goldman Sachs Beat. JPMorgan Is Reporting Now. Here Is the AI Thread Running Through Both.

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

The Fed Has a Leadership Vacuum at the Worst Possible Time. Here Is Why That Matters.

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

The PPI Came In Soft. The Inflation Story Just Got More Complicated.

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

Ethereum Is Quietly Outperforming Bitcoin. Here Is the Structural Reason Why.

Apr 14, 2026

Bitcoin Is Back Above $74,000 and Climbing. Here Is Why This Time Feels Different.

Apr 14, 2026

Morgan Stanley Just Launched the Cheapest Bitcoin ETF in America. BlackRock Should Be Paying Attention.

Apr 14, 2026

ETF Assets Fell 7% in March. Here Is Why the Flow Story Is More Interesting Than the Headline.

Apr 14, 2026

Gold ETFs Bleed $13B in March as East-West Divide Widens

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

Bitcoin ETF Flows Cool as GBTC Rotation Finally Slows

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

Bitcoin Slides to $71K After Iran Ceasefire Talks Collapse

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