Posted May 12, 2026
At 8:30 AM ET the BLS drops April CPI, with Brent at $104, Trump dismissing Iran's peace proposal, and June rate-cut odds at just 2%. The trade is the reaction function — watch the 2-year yield.
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Posted May 12, 2026
NVDA tagged a new intraday record while the rest of mega-cap tech sold off Monday — and a notable Goldman alum just joined the board ahead of Q1 FY2027 earnings.
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Posted May 12, 2026
MNDY posts $351M Q1 revenue (+24% YoY), lifts FY guidance to $1.466B–$1.474B, and shows AI contributing 10% of net new ARR. The cleanest 'AI is real revenue' tape in SaaS.
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Posted May 12, 2026
Tesla quietly walked back its robotaxi timeline to 'a dozen or so states' by year-end. Austin, Dallas, and Houston are live — but every mile still has a chase car. The trade isn't dead, just slower.
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Posted May 11, 2026
Brent up 4% Monday and ~75% YTD. XOM and CVX market caps at records as Gulf Coast refining margins explode. The trade if peace doesn't come fast.
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Posted May 11, 2026
Trump rejected Tehran's latest peace proposal Sunday night. Brent ripped 4% past $105 Monday morning. Here's what stays sticky.
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Posted May 11, 2026
Micron closed Friday at $746.81, an all-time high. +15.5% on the day, +38% on the week. Memory chips are AI's new bottleneck.
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Posted May 11, 2026
MNDY Q1 2026 revenue $351.3M (+24% YoY) tops $339M consensus. $552.6M buyback. New AI Work Platform with consumption pricing.
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Posted May 8, 2026
WHR Q1: revenue $3.27B (-10%), $0.56 EPS loss, full-year guide gutted from $6.23 to $3.00–$3.50. Iran war blamed for "recession-level industry decline." Dividend suspended for the first time in 55...
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Posted May 8, 2026
Yesterday's silver +5%, Brent crash from $108 to $97, and Trump's "swift end" prediction priced in a peace deal. Overnight: U.S. and Iran exchanged fire. Trump called it a "love tap." And at 8:30 AM...
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Posted May 8, 2026
AMD Q1: revenue $10.3B (+38%), data center $5.8B (+57% YoY). Stock ripped 16% Wednesday. Morgan Stanley raised target to $360. Q2 guide $11.2B. Nvidia reports May 20.
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Posted May 8, 2026
Trump invoked the Defense Production Act for refiners — first time ever applied to gasoline. Valero (VLO) Q1: $4.22 EPS, $1.20 dividend, MS target $232, close $236.35. Gulf Coast 3-2-1 cracks at...
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