Macro
Waller's Ultimatum: Friday CPI Will Make or Break a September Hike
With three Fed dissenters and Governor Waller on record for a potential hike, Friday's August CPI is the most consequential data print of 2026.
Sep 9, 2026
Archive
1430 articles
Macro
U.S. GDP at 1.5%, Trade Gap at $101B: The Slowdown Is Real
U.S. GDP decelerated to 1.5% in Q2 2026 and the trade deficit hit $101.5B in June. Here's what the macro data says about where the economy is headed.
Sep 9, 2026
Markets
S&P 500 Futures Edge Up After Tuesday's 628-Point Wipeout
S&P 500 futures inch +0.10% Wednesday after the Dow's 628-point collapse. CPI data and a 60% Fed hike probability make this the most dangerous relief bounce of 2026.
Sep 9, 2026
Markets
Intel Surges 9%, Semis Defy Selloff as AI Trade Rotates
Intel jumped 9.1% and AMD gained 5.9% Tuesday as semiconductors broke from the broader market rout. Here's why the AI hardware rotation is accelerating now.
Sep 9, 2026
Stocks
Boston Scientific Warns Cyberattack Kills Q3 Guidance
Boston Scientific says an August cyberattack will prevent it from meeting Q3 and full-year guidance — a rare mid-quarter warning traders can't ignore.
Sep 9, 2026
Stocks
AVAV Earnings Due: $465M Army Win Meets Low Bar
AeroVironment reports fiscal Q1 2027 earnings after Wednesday's close. A $465M Army laser contract and 55% upside target make AVAV worth watching tonight.
Sep 9, 2026
ETFs
XRP ETFs Pull Inflows as BTC, ETH, SOL Bleed
XRP spot ETFs logged fresh inflows September 9 while Bitcoin, Ether, and Solana funds shed assets — a cross-crypto rotation with a hard catalyst date.
Sep 9, 2026
ETFs
Sector ETF Rotation: Defensives In, Cyclicals Out
August sector ETF flows show XLF, XLK, and XLE on the losing side while defensives gained — but forward data suggests the dip is an entry, not an exit.
Sep 9, 2026
Crypto
Bitcoin Stalls at $80K as Iran Conflict Lifts Oil to $100
Bitcoin trades at $79,214, failing to break $80K resistance as U.S.-Iran fighting pushes oil near $100 and traders brace for a Fed hike next week.
Sep 9, 2026
Crypto
XRP Leads Majors; Cronos Rolls Back Chain After $111M Exploit
XRP surges 3.72% to lead all major cryptos as Cronos executes a controversial blockchain rollback after a $111M exploit. CLARITY Act vote looms September 15.
Sep 9, 2026
AI & Tech
Apple's Foldable iPhone Lands at $2,299 — ASP Era Begins
Apple's iPhone 18 Pro and first-ever foldable launch today with A20 Pro 2nm chip. Here's what the $2,299 price point means for AAPL, TSMC, and semis.
Sep 9, 2026
AI & Tech
NVDA's $108B Guide Meets Its First Real Speed Test
NVIDIA guided Q3 to $108 billion. Now Mercury 2.5 runs 1,107 tok/s on standard NVDA GPUs — and Lutnick's tariff threat is the risk traders can't ignore.
Sep 9, 2026
ETFs
Vanguard Pulls $5.96B as Invesco Bleeds $4.61B
Vanguard hauled in $5.96B Tuesday while Invesco shed $4.61B. The rotation into T-bill ETFs and out of credit reveals exactly what the jobs report did to rate expectations.
Sep 8, 2026
ETFs
DRAM Hits $23B; Crypto ETFs Split on XRP vs. Bitcoin
Roundhill's DRAM ETF tops $23B in 2026's breakout launch. XRP ETFs pulled $150M in August while spot Bitcoin ETFs shed $236.5M in a single September session.
Sep 8, 2026
Markets
Oil Eyes $100 as Hormuz Risk Reignites Rate Fears
WTI crude surges toward $94.40 on Hormuz deal talks, reigniting Fed rate-hike fears after Friday's 162,000 jobs print. What energy traders must watch today.
Sep 8, 2026
Markets
Oracle Earnings Straddle Prices 13% Move Tonight
Oracle reports after the bell September 8 with consensus EPS of $1.67. Options price a 13% move; a 2.8 GW Bloom Energy deal and AI demand are the upside case.
Sep 8, 2026
Macro
August CPI Friday: Fed's Last Data Point Before Rate Vote
August CPI prints Friday at 8:30 AM ET — nowcasts show 3.38% YoY re-acceleration. Here's what it means for the Sept 15–16 FOMC decision.
Sep 8, 2026
Macro
Global Central Banks Are All Hawkish at Once — What It Means
ECB hiked in June, BoE's Pill wants 4.00%, and the BOJ is eyeing September. A synchronized global tightening cycle is back — and it's dollar-negative.
Sep 8, 2026
AI & Tech
NVIDIA's $13B Hugging Face Bet Rewrites the AI Stack
NVIDIA's $12.93B Hugging Face acquisition positions the chipmaker deep in the AI software layer — here's what traders need to know before the close.
Sep 8, 2026
AI & Tech
Google Wins Search Antitrust, AdTech Breakup Still Live
Judge Mehta blocked Chrome divestiture in the Google Search antitrust case — but the AdX exchange breakup ruling is still pending and could reshape digital advertising.
Sep 8, 2026
Crypto
Bitcoin Stalls Below $79K as Fed Fear Mounts
Bitcoin dropped 1.55% to $78,565 Tuesday as strong jobs data revived Fed rate hike bets. Thursday's CPI print is the make-or-break catalyst.
Sep 8, 2026
Crypto
$320M Liquid Network Exploit: What Traders Must Know
A software flaw let an attacker drain 4,000 BTC from Blockstream's Liquid Network. Most funds returned — but the infrastructure risk is real.
Sep 8, 2026
Stocks
GameStop Q2 Earnings: Revenue Collapse Is the Real Story
GameStop reports Q2 FY2026 after the close today. Net income looks strong, but a 17-20% revenue collapse makes this an accounting mirage traders must decode.
Sep 8, 2026
Stocks
AeroVironment: $465M Contract, -44% YTD, Earnings Tomorrow
AeroVironment reports Q1 FY2027 after the close September 9. Options price a 13% move. Here's what the $464.8M Army contract and litigation mean for traders.
Sep 8, 2026