Oil Prices Surge, Ceasefire Collapses, and the Market Gets a Gut Punch Oil prices surge past $74 a barrel Wednesday. The reason isn’t complicated. President Trump just declared the Iran ceasefire over. “We’ll probably hit them hard again tonight.” That’s the president, speaking from Ankara, ahead of a NATO summit. Blunt. No diplomatic softening. Markets […] More
Samsung Earnings Were Great. Wall Street Sold Them Anyway. Samsung earnings landed Tuesday, and the numbers were almost absurd. Operating profit up roughly 1,800% year-over-year. A nearly 19-fold jump in quarterly income. The kind of print that should send a stock soaring. Instead, Samsung shares fell nearly 7% in Seoul. The Kospi got dragged down […] More
AI Stocks Rebound Fast. Maybe Too Fast. AI stocks rebound sharply Monday, and the whiplash was almost comedic. Two days of brutal selling. Then, snap back. Nasdaq up 1.3%. Chip ETFs up over 5%. Nvidia essentially told the market to relax. “Our road map is intact.” That’s what Nvidia said, after a report about a […] More
Behind the Dow Jones Record High, a Market Coming Apart at the Seams The Dow Jones hit a record high Thursday. Again. Up nearly 600 points, closing above 52,800 for the first time ever. Confetti-worthy, on paper. Except nobody in the AI trade was celebrating. Micron sank 7%. Applied Materials dropped over 7%. AMD fell […] More
The June Jobs Report Just Broke the Market in Two The June jobs report landed with a thud Thursday. Way below forecast. And Wall Street didn’t know whether to celebrate or panic. The U.S. economy added just 57,000 jobs last month. Economists wanted 115,000. Half the number, basically. Yet the unemployment rate actually dipped, to […] More
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Treasury Yields Just Punched a Hole in the AI Trade Treasury yields are climbing again. And Wall Street doesn’t like it. The 10-year note pushed toward 4.48% on Wednesday, its highest mark in weeks, as traders braced for new Fed Chair Kevin Warsh to speak from Sintra, Portugal. He offered nothing. No hints. No forward […] More
When Relief Trades Meet Reality: How a Geopolitical Thaw Just Rewrote the Market’s Script The Nasdaq rocketed 2.1% higher Monday as crude oil prices tumbled and U.S.-Iran hostilities finally—finally—appeared to genuinely pause. It was the kind of market day that reminds you why volatility exists: one week of death-defying strikes over the Strait of Hormuz […] More
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Micron Earnings Crush Rescues AI Thesis: Stock Soars 17% as Memory Chip Shortage Confirmed Until 2028 The AI trade just got a lifeline. After two catastrophic days of selling that saw the Nasdaq plummet 2%, South Korea’s KOSPI crash 9.99%, and semiconductor stocks decimated on ROI skepticism, Micron Technology delivered the earnings report that had […] More
Micron Earnings Tonight: The Grand Finale Test for the Entire AI Capital Spending Thesis Markets are holding their breath. South Korea’s KOSPI bounced 3.3% after yesterday’s 9.99% bloodbath. Micron shares rebounded 4.1% in premarket trading Wednesday after sinking 13% Tuesday. And tonight? Micron Technology will report third-quarter earnings after the closing bell, with analysts expecting […] More
AI Stocks Crash as Global Chip Selloff Goes Nuclear: Korea Plunges 9.99%, Google Bleeds Talent AI stocks are getting demolished in one of the most vicious global selloffs of 2026, with South Korea’s benchmark KOSPI plummeting 9.99%—its steepest single-day drop in more than three months—as Samsung Electronics and SK Hynix each tumbled more than 12%, […] More
U.S. Authorizes Iranian Oil Sales: Markets Stay Cautious as Peace Deal Roadmap Emerges The U.S. Treasury Department authorized the production, delivery and sale of Iranian oil on Monday, a move tied to an agreement reached between Washington and Tehran last week. The general license, issued as talks continue toward a broader peace deal, allows transactions […] More
Market Rally Roars Back as Fed Chair Warsh Signals No Imminent Rate Hikes Equities rallied back today after a tumultuous Thursday, where domestic stocks fell after the two-day FOMC meeting appeared to show central bank leaders leaning into possible rate hikes later in 2026. But Warsh just changed the script. Warsh dropped the Fed’s “forward […] More