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Archive

Sep 4, 2026

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4 min read

Jobs Beats Estimates By Triple | September Hike Back at 60% | Diesel Record

The economy added 162,000 jobs. Economists expected 53,000. Hike odds jumped to 60%. August CPI on September 11 is the only remaining input.

Sep 4, 2026

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5 min read

Services Ordered More, Hired Less | The Dollar Turned Overnight | Software Split On One Question | The Seats Nobody Could Fill

Fewer service firms cut staff in August than in July. The hiring line contracted anyway. Payrolls land at half past eight into a survey that has already answered the question.

Sep 3, 2026

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5 min read

Waller Willing to Wait | Tesla's Robotaxi Tonight | Microsoft Hid Azure in Plain Sight

Waller said he'd support a hold and the Dow jumped 600 points. Tesla reveals its Cybercab tonight. And Microsoft just reorganized its financials to tell you more about Azure while hiding everything that matters about it.

Sep 3, 2026

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5 min read

Broadcom Sold More And Kept Less | Six Buyers, No Seventh | Snowflake Raised Both Guides | Ciena Answers Before The Bell

Broadcom's gross margin fell more than two points last quarter, and the company guided it lower again for this one. The reason is the memory stacked inside its own chips. Its chief executive spent the call asking the street to stop looking at that line.

Sep 2, 2026

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5 min read

Williams Said September Not a Lock | Chip Tariffs Confirmed | Record Hormuz Flow

NY Fed's No. 2 said there are no clear signs a hike is needed. That single comment reversed a three-day selloff. Lutnick confirmed chip tariffs are coming. Hormuz hit a war-time record.

Sep 2, 2026

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5 min read

Dell Sold Off, Then Reported | Amazon Paid Twice The Spread | Broadcom Guides Tonight | The Line That Funds The Chips

Dell was among the worst performers in the S&P 500 on Tuesday. Hours after the close it booked a record quarter of AI server orders and added twenty five billion dollars to its full year revenue guide. Broadcom reports tonight into the same demand.

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