Jul 31, 2026
Same AI bill, same night, opposite verdicts. Plus a memory shortage that quietly became everyone's problem.
Jul 30, 2026
A shorter statement, no road map, and a market that filled the silence with the worst thing it could think of.
Jul 29, 2026
One tape, two completely different movies, and a lithography machine nobody thought China could build.
Jul 28, 2026
The S&P closed flat. That is the most dishonest number on the board.
Jul 27, 2026
Fed decides Wednesday. Inflation lands on Thursday. Four of the biggest companies report in between.
Jul 26, 2026
In 1902 a Brooklyn print shop couldn't get the colors to line up. The fix accidentally built the American Sun Belt.
Jul 25, 2026
Big Tech promised to spend even more on AI. The market cheered for the people holding the shovels.
Jul 24, 2026
Alphabet spent and got punished. Tesla spent and got its books opened. Intel spent and got a parade. Receipts matter now.
Jul 23, 2026
Chips ran green while the platforms bankrolling them slipped. Then Alphabet raised its AI tab to $205 billion after the bell, and everyone remembered who's actually paying for this party.
Jul 22, 2026
One Morgan Stanley note put 12% on Micron. Microsoft, Alphabet, Amazon and Meta all closed red. Same sector, opposite days.
Jul 21, 2026
Stocks gapped up like the weekend had fixed something. By the close, everything was home early and grounded.
Jul 20, 2026
Sentiment ripped, inflation expectations cooled, housing starts jumped 19%. Then a Chinese lab gave away a 2.8 trillion parameter model and none of it mattered.
The macro calendar took the week off. Now Big Tech has to explain itself without a hall pass.
Jul 19, 2026
A team of researchers left thousands of wallets at front desks around the world to see who'd give them back. Then they added money. Every model of human nature predicted disaster. Every model was wrong.
Jul 18, 2026
Tech spent a fortune building the future. Apple painted the shutters and won the week.
Jul 17, 2026
TSMC posted record profit, raised capex to $64 billion, and took the entire chip complex down with it. Demand was never the problem.
Jul 15, 2026
June inflation ran cold, the chip crowd threw a rave, and a shooting war is quietly jacking up the price of the fuel that made it all possible.
Jul 14, 2026
Tuesday, July 14, 2026. Monday's oil spike, this morning's CPI plot twist, and IBM's worst day since Kennedy was president.
Jul 13, 2026
Meta rips 6% on a plan to rent out its spare AI compute, chips split the difference, and June CPI lands Tuesday morning to test everyone's chill.
Inflation and five banks before your first coffee. The Fed's last week at the mic. Buckle up.
Jul 12, 2026
The S&P closed up 0.8%, while most of the market fell. Meanwhile, the AI trade threw a party and forgot to invite Nvidia.
Jul 11, 2026
Nine sectors lost, oil round-tripped a war, and the index still says WIN. Welcome to group-project season.
Jul 6, 2026
The Fed's diary goes public Wednesday. The tariff clock hits zero Thursday. And you thought the fireworks ended Saturday.
Jul 5, 2026
The country threw itself a 250th birthday party. The guy who planned it got the date wrong by two days. We've been celebrating his mistake ever since.
Jul 4, 2026
The Dow hit a record, Micron blew out earnings and still got torched, and the smart money spent the whole week short.
