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 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.
