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Microsoft Meta Earnings Split 17 Points Apart. Here’s Why.
Microsoft Meta Earnings Landed the Same Night. One Soared. One Sank. Microsoft Meta earnings hit Wednesday after the bell, and the split was almost violent. Microsoft jumped 8.5%. Meta dropped 9%. Same night. Same AI spending story, told two different ways. Both companies raised capital expenditure guidance. Both are pouring tens of billions into AI […] More
July 30, 2026, 12:28 pm
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Fed Rate Decision Looms as Iran Strikes, Oil Spikes
The Fed Rate Decision Nobody Wanted to Face on a Day Like This The Fed rate decision arrives at 2 p.m. Wednesday. Iran fired missiles at U.S. forces overnight. All intercepted. Trump promised to hit back hard. Oil jumped 7%. The Dow dropped over 800 points. Markets are now pricing a 36% chance the Fed […] More
July 29, 2026, 11:07 am
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AI Circular Financing Fears Spark a Global Chip Crash
AI Circular Financing Fears Just Triggered a Global Chip Meltdown AI circular financing concerns tore through Asian markets overnight, and the damage was severe. SK Hynix closed down 14.5%. The Kospi dropped as much as 10.9%, tripping its ninth circuit breaker of 2026. The Nikkei tumbled nearly 4%. Nvidia announced a $500 billion AI memory […] More
July 28, 2026, 10:23 am
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Apple Market Cap Nears $5T as Chip Stocks Slide
Apple Market Cap Nears $5 Trillion. Nvidia’s Reign Just Ended. Apple market cap hit a fresh intraday record Monday, $339.50 a share, putting the company within reach of $5 trillion. Apple’s about to overtake Nvidia’s 272-session streak as the most valuable company in America. Two hundred seventy-two sessions. Gone, potentially, by the closing bell. The […] More
July 27, 2026, 1:11 pm
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Intel Earnings Beat Ignites Relief Rally as Oil Eases
Intel Earnings Spark a Relief Rally. It Might Not Last the Weekend. Intel earnings landed Friday morning with a number Wall Street desperately needed. A blowout revenue forecast. Strong data center demand. Shares jumped in premarket trading, gave back some of the gain once the bell rang, then steadied. The rest of the market followed […] More
July 24, 2026, 11:13 am
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Alphabet Stock Sinks 7% Despite Beating Estimates
Alphabet Stock Sinks 7%. The Earnings Were Fine. The Spending Wasn’t. Alphabet stock fell nearly 7% Thursday. Tesla dropped 12%. Both companies beat revenue estimates. Read that twice. Beat estimates. Got crushed anyway. This is now the fifth time this month a major company has posted solid numbers and watched its stock get sold hard. […] More
July 23, 2026, 12:19 pm

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