Archive

AMD Closes Gap on Nvidia as AI Inference Market Expands

AMD stock is up 76% in 12 months, outpacing Nvidia's 30% gain. New MI400 chips and deals with OpenAI and Meta are reshaping the AI chip race for 2026.

Apr 13, 2026

Defense ETF SHLD Soars 48% in 2026 on $7.5B in Assets

Global X Defense Tech ETF (SHLD) is up 48% YTD with $7.5 billion in assets as NATO's 5% GDP spending target and Iran conflict drive record defense sector inflows.

Apr 13, 2026

TSMC Posts Record $35.7B Quarter as AI Chip Orders Surge

TSMC Q1 2026 revenue hit $35.7 billion, up 35% YoY, as AI chip demand from Nvidia and Apple drives record March shipments ahead of April 16 earnings.

Apr 13, 2026

Sun Pharma's $12B Organon Bid Shakes Up Pharma M&A

Organon stock surged 28% after Sun Pharmaceutical reportedly submitted a $12 billion all-cash takeover bid, potentially India's largest overseas pharma deal.

Apr 13, 2026

Goldman Sachs Q1 Earnings: What Traders Need to Know

Goldman Sachs reports Q1 2026 earnings Monday before the bell. Analysts expect $16.9B in revenue and $16.41 EPS, driven by an 18% jump in trading.

Apr 13, 2026

ECB Faces Rate Hike Pressure as Oil Shock Hits Europe

The ECB held rates at 2% in March, but Barclays and J.P. Morgan now expect three hikes this year as the Hormuz crisis threatens European energy security.

Apr 13, 2026

CPI Hits 3.3% as Iran War Drives Inflation Surge

March CPI jumped to 3.3% annually on a 21.2% gasoline spike tied to the Iran war. Core inflation held at 2.6%, but the Fed's calculus just got harder.

Apr 13, 2026

Oil Tops $104 as Hormuz Blockade Upends Energy Trade

Brent crude surges past $102 and WTI tops $104 as Trump's Strait of Hormuz blockade threatens to disrupt 20% of global seaborne oil supply.

Apr 13, 2026

Futures Slide as Trump Orders Hormuz Blockade

U.S. stock futures drop as Trump orders a naval blockade of the Strait of Hormuz after Iran peace talks collapse, sending Brent crude above $102

Apr 13, 2026

The Banks Report, the Ceasefire Holds, and Earnings Season Begins in Earnest

Apr 12, 2026

Oil Pullback, Fed Uncertainty, and Risk Assets Reprice Higher as Markets Stabilize

Apr 10, 2026

Bitcoin Miners Hut 8 and Riot Surge 13-17% as BTC Holds $94K

Apr 9, 2026

Futures Slip 0.3% as Iran Claims U.S. Broke Ceasefire

Apr 9, 2026

Bitcoin Holds $73K Before FOMC as ETF Inflows Hit $199M

Bitcoin is consolidating near $73,500 ahead of the Fed's rate decision. Spot BTC ETF inflows hit $199M Wednesday, signaling an institutional floor at a key level.

Mar 23, 2026

Apple's Product Blitz: iPhone 17e, M5 Macs, MotionVFX

Apple launched the iPhone 17e, M5 MacBooks, and acquired MotionVFX Wednesday, pushing AAPL up 0.6% as the company presses its hardware cycle amid macro uncertainty.

Mar 23, 2026

GTC 2026: Vera Rubin, NVL72, and Nvidia's $1 Trillion Bet

Nvidia unveiled Vera Rubin GPUs, the NVL72 Supercomputer, and a $1T revenue outlook at GTC 2026. Here's what it means for AI infrastructure investors.

Mar 23, 2026

Nvidia Gains on China Win as AMD and Intel Feel the Squeeze

Nvidia's H200 chip approval in China drove NVDA higher Wednesday as Wedbush targets $500. AMD and Intel face direct and immediate competitive pressure.

Mar 23, 2026

Micron Earnings Tonight: Wedbush Raises Target 56% to $500

Micron reports after the close with Wall Street expecting $8.74 EPS on $19B in revenue. Wedbush just raised its price target 56% to $500. Here's the full setup.

Mar 23, 2026

BOJ Meets Simultaneously as $100 Oil Reshapes Global Policy

The Bank of Japan decides rates on the same day as the Fed as the Iran oil shock complicates central banks worldwide. What it means for dollar-yen and U.S. positioning.

Mar 23, 2026

OpenAI Is Playing Catch-Up — And This Superapp Is Its Answer

OpenAI built the most recognizable brand in artificial intelligence. Now it's scrambling to defend it.

Mar 23, 2026

Could AI Replace Google Search? Why the Internet Is Starting to Change

For more than two decades, traditional search engines have been the main way people find information online. Whether someone is looking for news, product reviews, or answers to everyday questions, the typical process has always been the same: type a question into a search bar and browse through links. However, artificial intelligence is beginning to change that experience.Instead of returning a list of websites, many AI-powered tools now generate direct answers, summaries, and recommendations. This shift is raising an important question about the future of the internet.Could AI eventually replace the way we search for information?

Mar 23, 2026

PPI Comes in at 0.7%, Worst Inflation Surprise in a Year

February PPI rose 0.7% versus a 0.3% estimate, pushing the annual rate to 3.4%. The Fed held at 3.5%–3.75%. What the dot plot says about 2026 rate cuts.

Mar 20, 2026

Oil at $104 and Rising: The Iran War Hits Every Market

Brent crude hit $104 and WTI neared $98 after Israeli strikes targeted Iran's South Pars gas field. How the oil shock is reshaping every asset class today.

Mar 20, 2026

S&P 500 Fights Back as Fed Day and Hot PPI Collide

US equities recovered midday after hot PPI sent the Dow down 235 points. The S&P 500 holds 6,716 with the Fed decision due at 2 p.m. Here's what matters.

Mar 20, 2026