Trade Secrets
Trade Secrets
US Stocks open sharply lower as Alphabet's record AI capex hike and Tesla's worst revenue miss in a decade revive the market's deepest fear — that big tech is spending its way into a value trap — while Brent crude tops $98 on Houthi tanker attacks off Saudi Arabia
Trade Secrets
US Stocks open near flat as investors hold their breath ahead of the most consequential earnings triple-header of the summer — Alphabet, Tesla, and IBM all report after the close today
Trade Secrets
US Stocks head into the weekend und8er heavy selling pressure as a three-headed monster of deepening chip losses, a Netflix miss, and Trump's allegation that China stole 220 million voter files rattles risk sentiment across every asset class heading into Friday's close.
Trade Secrets
US Stocks head into the weekend under heavy selling pressure as a three-headed monster of deepening chip losses, a Netflix miss, and Trump's allegation that China stole 220 million voter files rattles risk sentiment across every asset class heading into Friday's close.
Trade Secrets
US Stocks open mixed as a "sell the news" reaction to TSMC's blowout earnings triggers a third straight session of chip sector losses, with the AI trade under the most sustained pressure of the year even as UnitedHealth and bank stocks drive a broadening rotation.
Trade Secrets
When you look at my charts and come to understand what we are doing with price and time, you won’t find that in a lot of places, either. I suppose its just who I am.
Trade Secrets
US Stocks push higher in a relief rally as cooler-than-expected June CPI slashes July Fed rate hike odds from 43% to 17%, ASML delivers a blowout earnings beat and guidance raise that reinvigorates the AI trade, and PayPal surges 20% on a $53 billion takeover offer
Trade Secrets
US Stocks open to a split tape as blockbuster bank earnings collide with an IBM revenue disaster and the most consequential data day of the summer — June CPI at 8:30 a.m. ET followed by Fed Chair Kevin Warsh's first congressional testimony at 10:00 a.m. ET — with oil above $80
Trade Secrets
US Stocks open sharply lower to start the week as Trump reinstates a full Iranian shipping blockade, oil surges toward $80, and SK Hynix's post-IPO collapse triggers a historic selloff in South Korean equities that ripples across global chip stocks ahead of the busiest earnings week of the summer.
Trade Secrets
We’ve hit the middle of July and it appears the war is back on. Wait, did Trump tell us the Iranians want a new deal? That’s not going to fly anymore.