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Archive

Jul 17, 2026

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4 min read

Netflix Softer Guide | Nikkei Sinks | Iran Waiver Ends | Yen Near Multi-Decade Low

Netflix guided third-quarter growth below what the street wanted. Shares fell sharply after the close. Overnight, Asia sold what remained of the AI trade, with Tokyo leading the drop. The Iran oil waiver ended at midnight. This morning is a repricing, not a headline.

Jul 16, 2026

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4 min read

TSMC Raised Capex | UnitedHealth Elevance Problem | Philly Five-Year High

TSMC posted record earnings and raised capex guidance by 20%. Chips sold off anyway. UnitedHealth crushed estimates and proved managed care is fine. The Philly Fed hit its highest reading since 2021. Netflix reports after the close.

Jul 16, 2026

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5 min read

TSMC Beat Guidance | Asian Chips Bled Anyway | Retail Sales at 8:30 | Korea Hiked

TSMC delivered the print the market asked for. Asian chipmakers sold off anyway. Korea just hiked rates for the first time since 2023.

Jul 15, 2026

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4 min read

AI Price Hikes | PayPal Buyout Offer | Chips Fell | SpaceX IPO Price

PPI fell when it was supposed to be flat. Second straight cool inflation print in 48 hours. Warsh told the Senate AI price increases are not inflation.

Jul 15, 2026

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5 min read

ASML Raised Guidance | Alibaba Surged l | The AI Equity Issuance Boom

ASML raised its sales forecast for the second time this year. Alibaba jumped after Apple confirmed its Qwen AI integration in China. US companies have already sold more equity this year than any full year since 2021.

Jul 14, 2026

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4 min read

July Hike Odds Collapse | IBM | Goldman Rode SpaceX to a Record Quarter

CPI printed at 3.5%, well below the 3.8% estimate. July hike odds crashed from 42% to 16%. IBM fell 25%, its worst day since 1987. Goldman posted a record quarter. Warsh said "we'll deliver" but refused to call the mission accomplished.

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