Macro
US Trade Deficit Poised to Blow Out to -$90B in July
The July US trade deficit is expected to widen sharply to -$90B from -$73.3B in June. Here's what the number means for stagflation risk and Fed policy.
Sep 3, 2026
Archive
1430 articles
Macro
Fed's Hammack Speaks Today: Hike Signal Could Reprice Front End
Cleveland Fed's Beth Hammack speaks at 3 PM ET today, the first Fed voice before the September 15-16 FOMC. A hike signal could immediately move 2-year yields.
Sep 3, 2026
AI & Tech
Nvidia's $12.9B Hugging Face Bet: Stock Up 4%
Nvidia is in advanced talks to acquire Hugging Face for $12.9B. NVDA stock is up 4% to $225.96 — but the deal isn't done yet.
Sep 3, 2026
AI & Tech
Google Wins Ad Exchange Case, Launches Third Flash Model
A federal judge rejected DOJ's forced divestiture of Google's ad exchange. GOOG also launched Gemini 3.8 Flash — its third model in six weeks.
Sep 3, 2026
ETFs
Bitcoin ETFs Bleed $236M as Ether Hits 11-Day Streak
Bitcoin ETFs shed $236M on Sept. 1 — IBIT alone lost $201M — while Ether ETFs extended an 11-day inflow streak worth $1.6B. Here's the divergence trade.
Sep 3, 2026
ETFs
XLE Hits All-Time High as Tech Fades: The Rotation Trade
XLE hit an all-time high Tuesday, up 32% YTD on Iran war premium. QQQ and IWM are slipping Thursday as energy leads the September rotation trade.
Sep 3, 2026
Stocks
Snowflake Surges 23% on AI-Fueled Double Beat
Snowflake stock jumps 23% premarket after crushing Q2 FY2027 estimates with $1.55B revenue and a $6.07B full-year product guidance raise.
Sep 3, 2026
Stocks
APP and HUBS Crash 19%: Analysts Late to the Exit
AppLovin and HubSpot both plunge nearly 20% as Piper Sandler, UBS, Wells Fargo, and Oppenheimer slash ratings — all after the damage is done.
Sep 3, 2026
Markets
S&P Futures Cling to 7,690 After Three-Day Slide
S&P 500 futures hold at 7,690 as oil and yields ease, but a two-thirds rate hike bet and weak ADP data keep bulls on thin ice.
Sep 3, 2026
Markets
Dell +8%, Snowflake +24%, NVDA +3.7%: AI Earnings Ignite
Dell surges 8% to $459, Snowflake jumps 24% to $378, and Nvidia trades up 3.7% to $225 as AI infrastructure earnings deliver hard beats.
Sep 3, 2026
Crypto
Bitcoin Holds $77K as Bears Eye $76,293 Support
Bitcoin trades at $77,145, down 1.28% Thursday, with bears targeting the $76,293 intraday low as Iran-driven risk-off hits crypto markets.
Sep 3, 2026
Crypto
ETH Breaks $2,438 Support: $2,000 Risk Is Real
Ethereum drops 3.1% to $2,374 Thursday, breaking the $2,438 Fibonacci support. Bears now target $2,220 Supertrend and potentially $2,000 on a weekly close below.
Sep 3, 2026
Markets
S&P 500 Futures Slide 51 Points as September Opens Ugly
S&P 500 futures drop 51.50 points Wednesday as rising yields and oil prices extend Tuesday's selloff. VIX jumps 9.5% — September seasonality bites hard.
Sep 2, 2026
Markets
Dell Explodes 9% on Monster Beat; AVGO Next
Dell Technologies surges 9% premarket after crushing EPS estimates $7.04 vs $4.87 and posting $47B revenue. Broadcom reports tonight with the sector on edge.
Sep 2, 2026
ETFs
Bitcoin ETFs Bleed $236M as Ethereum Streak Hits 11 Days
Bitcoin ETFs shed $236M Tuesday — the worst day since July 31 — while Ethereum ETFs stretched an 11-day inflow streak to $1.6B. Here's what the divergence means.
Sep 2, 2026
ETFs
XLE Hits All-Time High as Oil Surges on Iran Strikes
XLE hit an all-time intraday high Wednesday as oil surged to a three-month peak on new U.S. strikes against Iran. SMH and ITB lag badly. Sector rotation is live.
Sep 2, 2026
Macro
RBNZ Hikes 25bp to 2.75% — October Pause, December Live
RBNZ raises OCR 25bp to 2.75% by consensus, ending July's 3-3 split. One more hike expected in December. What it means for NZD and global rate outlook.
Sep 2, 2026
Macro
NFP Friday Is the Fed's Last Off-Ramp Before Sept. 16
August payrolls hit Friday at 8:30 AM ET. With PCE stuck at 3.7% and markets pricing a Sept. hike, one weak jobs number reshuffles everything.
Sep 2, 2026
AI & Tech
C3.ai Earnings Tonight: Beat or Bust With 32% Short Float
C3.ai reports Q1 FY2027 earnings after the bell today. With 32% short interest and a revenue guide of $50M–$54M, the squeeze risk is real.
Sep 2, 2026
AI & Tech
Claudeforce Launches as Chip Stocks Bleed Pre-Market
Salesforce and Anthropic launch Claudeforce, embedding Claude across Agentforce and Slack, as NVDA, AMD, and INTC slide in pre-market trading September 2.
Sep 2, 2026
Stocks
Dell's 43% EPS Beat Rewrites the AI Server Playbook
Dell crushed Q2 FY2027 with a $7.04 EPS vs. $4.92 estimate, a $95B AI backlog, and a $25B guidance raise. Here's what traders need to act on now.
Sep 2, 2026
Stocks
MongoDB Drops 12% Before Earnings: What's Priced In
MongoDB fell 12.46% after hours before reporting Q2 FY2027 results. With MDB at $380, here's what the selloff signals and what traders watch at the bell.
Sep 2, 2026
Crypto
Bitcoin Stalls at $77K: The $76,380 Line That Matters
Bitcoin is grinding lower at $77,273, down 1.31% in 24 hours and 1.9% on the week. Here's the exact support level traders must watch today.
Sep 2, 2026
Crypto
ETH Breaks Key Fib at $2,374 — $2,000 Now in Play
Ethereum dropped 3.1% in 24 hours and broke the critical $2,438 Fibonacci support. Here's what the technicals say about the path to $2,000 from here.
Sep 2, 2026