Macro
Fed Frozen at 3.63% — July 29 Is About September
The Fed holds July 29 at 3.50–3.75%. With CPI at 3.5% and a 4-to-8 FOMC dissent, the only question is whether Warsh signals a September cut.
Jul 21, 2026
Archive
1058 articles
Markets
Nasdaq Futures Surge 1.3% as AI Chips Reclaim the Tape
Nasdaq-100 futures jump 1.3% Tuesday as semiconductor and AI infrastructure stocks lead a rebound from Monday's Iran-driven selloff ahead of Big Tech earnings.
Jul 21, 2026
Markets
VIX at 18.65: Fear Is Present, Panic Is Not
The VIX closed Monday at 18.65 amid Iran strike headlines, but its 21st percentile reading and contained range signal structure, not breakdown. Here's what it means.
Jul 21, 2026
AI & Tech
AMD Surges 2.9% on Microsoft Helios Deal
AMD jumps 2.92% after Microsoft confirms Azure deployment of Helios AI systems. Data center revenue hit $5.8B in Q1. What traders need to know now.
Jul 21, 2026
AI & Tech
INTC's Thursday Earnings: The Riskiest Bet in Semis
Intel reports Q2 Thursday with EPS expected to flip from -$0.10 to +$0.22. ASML's 18A validation and a Susquehanna $115 target set a volatile stage.
Jul 21, 2026
Stocks
3M Surges 7% on Q2 Earnings Beat as Industrials Lead
3M stock jumps more than 7% after a significant Q2 earnings beat, leading Tuesday's industrial sector rally amid 73 earnings reports hitting the tape.
Jul 21, 2026
Stocks
Shopify Downgraded to $130 as Meta Threat Looms
Rothschild Redburn cuts Shopify to Neutral with a $130 target, the most bearish on the Street, citing Meta Platforms as a structural competitive threat to SHOP.
Jul 21, 2026
ETFs
Semis ETFs Surge as Hedge Funds Reverse Course
SOXQ jumps 4.27% premarket as hedge funds buy semiconductors at the fastest pace in 3.5 years. Here's what SOXX, SMH, and SOXL traders need to watch.
Jul 21, 2026
ETFs
Bitcoin ETFs Hit $727M 5-Day Streak; Ether Joins
Spot bitcoin ETFs logged $227M on July 20, completing a five-day $727M inflow streak — the first since April. ETHA led ether funds with $34M.
Jul 21, 2026
Crypto
Bitcoin ETF Inflows Hit 5-Day Streak — First Since April
Bitcoin ETF inflows extend to a fifth straight day, pulling in $727M as BTC trades near $65,267. Here's what the flow reversal means for traders.
Jul 21, 2026
Crypto
Ethereum at $1,907 — Uniswap Fees Up 118% in 24 Hours
Ethereum hits $1,907, up 2% as Uniswap V3 fees surge 118% in 24 hours. On-chain divergence and ETH accumulation point to a coming volatility event.
Jul 21, 2026
Macro
Fed Frozen at 3.63% as Inflation Stays 175 bps Above Target
With CPI at 3.5% and the July 31 FOMC meeting days away, the Fed's one-hike dot plot signal is the most important macro trade of the summer.
Jul 20, 2026
Stocks
SNEX Crashes 33% After Jefferies Downgrade
StoneX Group plunges 33.5% after Jefferies downgrades to Hold, confirming a valuation reset after insiders dumped $94M in shares. What traders need to know.
Jul 20, 2026
Macro
ECB Decides Thursday With September Hike Already at 70%
The ECB holds at 2.25% Thursday, but Lagarde's press conference carries the real trade — September hike odds sit at 70% and the euro hangs on every word.
Jul 20, 2026
Stocks
GM Earnings Tuesday: $3.12 EPS Expected, Tariff Clarity Key
GM reports Q2 2026 Tuesday at 6:30 AM ET. Analysts expect EPS of $3.11–$3.13 on up to $47B revenue after a Supreme Court ruling cut GM's tariff bill in half.
Jul 20, 2026
Markets
Yield Curve Steepens to 41bps as Oil Reignites
The 10-year Treasury yield hits 4.57% as Brent tops $90 on Iran strike fears, complicating the Fed's hold stance and pressuring rate-sensitive equities.
Jul 20, 2026
Markets
Semis Bounce 2%+ But SOX Bear Market Warns
Semiconductor stocks rebound Monday after the SOX's worst week in 14 months, but a VIX at 18 and Alphabet earnings Tuesday keep traders on edge.
Jul 20, 2026
ETFs
DRAM ETF Surges 6% as HBM Chip Demand Explodes
Roundhill's DRAM ETF jumped 6% on July 14 as Micron's 229% YTD run and SK Hynix's record ADR debut reshape semiconductor ETF flows.
Jul 20, 2026
ETFs
Bitcoin ETFs: $273M Recovery Is 3% of What Was Lost
Spot Bitcoin ETFs logged two straight weeks of inflows totaling $273M — but that's just 3.3% of the $8.2B drained during an eight-week rout.
Jul 20, 2026
Crypto
Bitcoin Presses $65K Ceiling in Fear-Driven Market
Bitcoin trades at $64,913 as ETF inflows trickle back and the CLARITY Act deadline hits this week. Here's what traders need to watch.
Jul 20, 2026
Crypto
Ethereum Outperforms BTC, but the Real Ceiling Is $2,239
ETH trades at $1,866 and is outperforming Bitcoin Monday, but the 200-day EMA at $2,239 and 56% BTC dominance cap the altcoin rally.
Jul 20, 2026
AI & Tech
TSMC's $40.2B Quarter Can't Stop the Chip Selloff
TSMC posted 77% profit growth and raised full-year guidance to 40%+, yet semiconductors shed $3.3 trillion in market cap since June 22.
Jul 20, 2026
AI & Tech
AI Model Price War: What $4 Tokens Mean for Margins
GPT-5.6, Grok 4.5, and Claude Sonnet 5 launched within 24 hours, crashing output token prices 80%. Here's who wins and who bleeds.
Jul 20, 2026
ETFs
Semis ETFs Face $2T Flow Test After Asia Selloff
SOXX up 113% YTD and DRAM up 166% face their first real stress test as chip stocks drop and ETF inflows hit a record $1 trillion at halftime.
Jul 17, 2026