Macro
Kevin Warsh is now the 17th Fed chair, inheriting a $6.8 trillion balance sheet, a market pricing in rate hikes, and an Iran war that has reshaped the inflation outlook. Here is what his arrival means for investors.
Tech
Micron Technology briefly crossed $1 trillion in market capitalization for the first time in its history on Tuesday, May 26, 2026, as the memory chip business is structurally transformed by artificial intelligence.
News
Oil traders have been here before. Three times since the 2026 Iran war began in late February, markets have priced in a peace deal only to watch it evaporate within hours. So when President Trump posted on social media Saturday morning that the Strait of Hormuz deal was "largely
News
The S&P 500 closed out its eighth consecutive week of gains on Friday, its longest winning streak since December 2023, and the market's mood heading into the Memorial Day weekend is about as good as it has been all year. The Dow Jones Industrial Average set
News
There is a data point buried in Walmart's first-quarter earnings report that tells you more about the state of the American consumer than almost any macroeconomic indicator. The average fuel fill-up at Walmart's gasoline stations fell below 10 gallons for the first time since 2022.
News
John Deere is not a company that typically appears in conversations about artificial intelligence. It makes tractors, combines, and excavators. Its customers are farmers and construction contractors. Its stock trades on the New York Stock Exchange under the ticker DE, and for most of its 189-year history, its fortunes
News
Novo Nordisk's Wegovy pill generated $354 million in its first full quarter on the market, nearly double analyst expectations. The company now has a commanding early lead in the oral GLP-1 market over Eli Lilly's Foundayo.
Macro
Two major economic reports landed on Wednesday: real GDP grew at 2.0% in Q1 2026, but inflation surged to 4.5% annualized. The Federal Reserve held rates steady in an 8-4 vote—the most divided decision since 1992—as Jerome Powell chaired his final meeting.
News
Meta, Microsoft, Alphabet, and Amazon beat earnings expectations but disappointed markets anyway. The culprit: $650 billion in AI infrastructure spending that's getting more expensive, not cheaper.
News
The Wall Street Journal published a report on Monday evening that sent tremors through the AI trade on Tuesday, arriving at the worst possible moment: the day before Meta, Microsoft, Alphabet, and Amazon were all scheduled to report earnings. The report said OpenAI had missed its internal goal of reaching
Earnings
UnitedHealth's Q1 2026 medical benefit ratio of 83.9% signals the turnaround is real, beating expectations and driving an 8% stock jump.
News
The S&P 500 closed above 7,000 for the first time in its history on Wednesday, erasing every point of the losses that the Iran war inflicted on US equity markets since the conflict began. The milestone, reached on the back of a blowout bank earnings season and