Tracking the Trade Weekly Market Review

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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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