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Archive

Jul 10, 2026

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4 min read

Delta Before the Bell | SK Hynix Rings | Brent's Best Week Since May | IEA Calls a Demand Decline

Delta reports in under an hour. The stock has run sharply this year on a bet that premium travel demand held through the oil spike. If margins compressed harder than the walked-down bar, the airline rerating stops and the K-consumer story cracks with it.

Jul 9, 2026

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4 min read

Chips Are Back | Salesforce Got Downgraded | The Equal-Weight Index Just Beat the S&P

Semis led the market higher while Salesforce got a brutal downgrade. The rotation away from Big Tech is now showing up in the index math.

Jul 9, 2026

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5 min read

Iran Called Trump | SK Hynix Oversubscribed | Chips Bouncing | PepsiCo Missed

Trump said Iran called him wanting a deal after the US struck 90 targets overnight. SK Hynix is 7x oversubscribed. Chips are bouncing. The next 24 hours answer everything.

Jul 8, 2026

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4 min read

The Fed Is Tied | Microsoft Worst Stretch Since 2000 | WTI Reversed Hard

The Fed minutes showed a committee split right down the middle. SK Hynix lists its US ADRs tomorrow. Microsoft closed its worst month since the dot-com bust. The Nasdaq gave back gains.

Jul 8, 2026

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5 min read

Trump Declared Ceasefire Over | WTI Above $74 | Fed Minutes at 2pm

Trump told the NATO summit the ceasefire with Iran is over. WTI jumped above $74. Dow futures fell more than 500 points. Fed minutes still land at 2pm into all of it.

Jul 7, 2026

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5 min read

SpaceX Held Entry | Samsung Saved Memory Trade | OpenAI Hidden Cost

SpaceX closed its first session as a Nasdaq-100 member with $800 billion in passive buying absorbing the supply. Samsung confirmed HBM is sold out through year-end. Amazon issued $25 billion in bonds, bringing its 2026 total near $85 billion. The physical layer of AI keeps getting funded regardless of what the equity market does.

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