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Tracking The Trade
The Fed Kept Its Grade. Alphabet Got Sent Home With a Note.

Oct 29, 2026

The Fed Kept Its Grade. Alphabet Got Sent Home With a Note.

Report card night on Wall Street: rates stayed put, Oracle turned in a homework plan, and Alphabet's spending came with a note for the parents.

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The Market Threw a Rehearsal Dinner. The Fed Says Its Vows at 1 PM.

Oct 28, 2026

The Market Threw a Rehearsal Dinner. The Fed Says Its Vows at 1 PM.

Chip stocks gave the loudest toast, Boeing tripped on the dance floor, and everyone is waiting on one answer this afternoon.

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The AI Boom Posted Its Dating Profile. Wall Street Swiped Right.

Oct 27, 2026

The AI Boom Posted Its Dating Profile. Wall Street Swiped Right.

Anthropic finally showed its numbers, chip stocks fell back in love, and Meta asked the companies that sell it chips to buy its stock. The Fed's two-day sit-down starts today.

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The Week Ahead: The Fed Picks a Lane Wednesday. The Map Shows Up Thursday.

Oct 26, 2026

The Week Ahead: The Fed Picks a Lane Wednesday. The Map Shows Up Thursday.

Four central banks, three tech giants, and the Fed's favorite inflation gauge, all crammed into four days. Buckle up.

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The Great Pumpkin Turns 60. Charlie Brown Got Three Rocks. America Sent Candy.

Oct 25, 2026

The Great Pumpkin Turns 60. Charlie Brown Got Three Rocks. America Sent Candy.

In 1966, Charles Schulz wrote one rock into a Halloween special. The animator laughed so hard he made it three. Then the whole country tried to make it up to a cartoon kid. Sixty years later, we're all still in the pumpkin patch.

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Week In Review: The Mansion Next Door Passed the Hat at the Block Party

Oct 24, 2026

Week In Review: The Mansion Next Door Passed the Hat at the Block Party

Meta asked the neighbors to chip in, oil hit $116, and the rest of the block quietly had a good week.

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Big Tech Ordered the Whole Menu. Thursday, the Check Came.

Oct 23, 2026

Big Tech Ordered the Whole Menu. Thursday, the Check Came.

Meta asked for money, Nvidia's boss said there isn't enough to go around, and the Nasdaq had its worst day since June. Bonds got the hug.

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Sunny Wednesday. Then the Forecast Changed Overnight.

Oct 22, 2026

Sunny Wednesday. Then the Forecast Changed Overnight.

SpaceX and the chip stocks brought the sunshine Wednesday. By morning, a drone strike in Saudi Arabia, tanker fires near Iran and a Tesla spending cut had rolled in a storm front.

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The Starters Sat Down. The Bench Won the Game.

Oct 21, 2026

The Starters Sat Down. The Bench Won the Game.

Big Tech took Tuesday off. The Dow, small companies, 3M and a board game maker scored instead. Then SpaceX came off the bench after hours.

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The Week Ahead: The Fed Took a Vow of Silence. Big Tech Gets the Microphone.

Oct 19, 2026

The Week Ahead: The Fed Took a Vow of Silence. Big Tech Gets the Microphone.

No Fed speeches, thin data, and Meta, Tesla and the chipmakers all sing Wednesday night. Bring a scorecard.

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I Love Lucy Turned 75 - The Best Deal on the Show Was a Pay Cut

Oct 18, 2026

I Love Lucy Turned 75 - The Best Deal on the Show Was a Pay Cut

In 1951, a TV couple gave up a thousand dollars a week to keep a stack of film cans. The network thought it won. Seventy-five years later, you are still watching the reruns, and that is the whole story.

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Week In Review: The AI Roller Coaster Failed Inspection. The Merry-Go-Round Had a Great Week.

Oct 17, 2026

Week In Review: The AI Roller Coaster Failed Inspection. The Merry-Go-Round Had a Great Week.

Chip stocks fell eight days straight, inflation ran hot, and soup and toothpaste carried your 401(k).

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NVIDIA's Boss Co-Signed the Loan. The Chip Stocks Got Up Off the Floor.

Oct 16, 2026

NVIDIA's Boss Co-Signed the Loan. The Chip Stocks Got Up Off the Floor.

Thursday opened like a panic and closed like a group hug. Nobody paid the bill.

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Wall Street Asked the AI Boom for Its Pay Stubs

Oct 15, 2026

Wall Street Asked the AI Boom for Its Pay Stubs

Prices rose faster than forecast. That made borrowed money look scarier, so the companies building AI on borrowed money got sold hard. Bank of America paid a $1.2 billion fine. And this morning's wholesale prices came in hotter still.

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Wall Street Sent Back Every Plate - Even the Pizza

Oct 14, 2026

Wall Street Sent Back Every Plate - Even the Pizza

Citi and Wells Fargo beat forecasts but still got sold off. J&J raised its outlook and got sold harder. Domino's found out what a cold slice feels like. Chip stocks fell for a fifth straight day, just more slowly.

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The Chip Salesman Called It a Casino. The Chips Took the Hint.

Oct 13, 2026

The Chip Salesman Called It a Casino. The Chips Took the Hint.

Broadcom's CEO told AI investors they have no clue what they're buying. Chip stocks fell 2.7%, and Korea fell more than 5% overnight. Meta launched a new AI model and walked out with the only winning ticket.

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The Week Ahead: The Fed Chair Will Be in Bangkok. The Inflation Bill Is Coming Here.

Oct 12, 2026

The Week Ahead: The Fed Chair Will Be in Bangkok. The Inflation Bill Is Coming Here.

CPI, PPI, the big banks and TSMC all report this week. The man who sets your interest rate weighs in from more than 8,000 miles away.

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Winnie-the-Pooh Turns 100. He Started as a $20 Impulse Buy.

Oct 11, 2026

Winnie-the-Pooh Turns 100. He Started as a $20 Impulse Buy.

In 1914 a Canadian army vet got off a train, bought a bear cub for twenty dollars, and wrote it down in his diary like he was picking up milk. Wednesday, the most famous bear in the world turns 100. This is how he got here.

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Week In Review: Wall Street Skipped the Sushi and Went Back for Casserole

Oct 10, 2026

Week In Review: Wall Street Skipped the Sushi and Went Back for Casserole

The S&P 500 hit a record on utilities, soup and soda. The chip stocks sat on the buffet under plastic wrap.

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OpenAI Showed Its Math. The Chip Stocks Asked to Be Excused.

Oct 9, 2026

OpenAI Showed Its Math. The Chip Stocks Asked to Be Excused.

One newspaper story knocked $20 billion off OpenAI's reported revenue and 3.4% off the chip index. Oil caught fire again. Pepsi cut its forecast and got a standing ovation.

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Bonds Partied Like It's 2002. Caterpillar Got Towed.

Oct 8, 2026

Bonds Partied Like It's 2002. Caterpillar Got Towed.

Long-term yields touched their highest level since 2002. The Fed's minutes said another hike is probably coming. The biggest bulldozer in the Dow got towed. Memory chips didn't get the memo.

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One Constellation Went Nuclear. The Other One Needs a Beer.

Oct 7, 2026

One Constellation Went Nuclear. The Other One Needs a Beer.

The S&P 500 closed above 7,800 for the first time ever. A power company with a Google contract jumped 12%. A beer company with nearly the same name slid after hours. Always read the ticker.

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Stocks Ordered Champagne. Bonds Are Reading the Bill.

Oct 6, 2026

Stocks Ordered Champagne. Bonds Are Reading the Bill.

The Nasdaq and Nvidia closed at records because a weak jobs report talked the Fed out of an October hike. The 10-year yield closed at its highest since 2002 anyway. Somebody at this party is wrong.

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The Week Ahead: Everyone's Having a Sale. The Treasury's Is the Biggest.

Oct 5, 2026

The Week Ahead: Everyone's Having a Sale. The Treasury's Is the Biggest.

Amazon, Walmart and Target clear the shelves. Uncle Sam clears $119 billion of IOUs at 2002 prices.

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He's Not the Parks Department. He Just Brings the Net.

Oct 4, 2026

He's Not the Parks Department. He Just Brings the Net.

A 56-year-old data manager from Queens walks the city with a ladder on his back and a gym bag full of $11 basketball nets. Nobody pays him. Nobody asked him. He just can't stand a bare rim.

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