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Archive

Oct 23, 2026

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6 min read

Oil and Yields Rose Together | SLB Beat and Rallied, Amex Beat and Fell | LKQ Sank to a 2020 Low | Strike Bets Climbed With Brent

Brent rose about 3% and the 10-year yield climbed back toward 5% as price gauges ran hot. The Dow fell 1.2%, and LKQ lost more than a fifth of its value.

Oct 23, 2026

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5 min read

After-Hours Selling Eased by Morning | Oil Kept Climbing.

Western Digital and Bloom Energy won back much of their after-hours losses. Brent pushed toward $115.

Oct 22, 2026

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5 min read

Meta's Default Swaps Hit a Record. Bonds Rallied Into $113 Oil.

The cost of insuring Meta's debt hit a record as selling ran through chip-equipment and power stocks. The 10-year closed at 4.96% with Brent near $113, and October hike odds halved.

Oct 22, 2026

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5 min read

Every AI Beat Got Sold. Oil Jumped and Bonds Rallied Anyway.

Four AI beats, four stocks pointing lower. Brent neared $112 overnight, and Treasuries rallied anyway.

Oct 21, 2026

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5 min read

United Cut Its Outlook and Rose | AT&T Raised Its Outlook and Fell.

Price set the tape on Wednesday. Treasury paid up to sell 20-year bonds and drew more real buyers, while AT&T sold off as its revenue per fiber customer slid.

Oct 21, 2026

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5 min read

Musk Floated a SpaceX-Tesla Merger | Super Micro Raised 27% | Credit Didn’t Follow

SpaceX and Tesla formed committees to discuss a merger, with Musk recused. Super Micro’s sales estimate beat its own guidance by $4 billion. Credit hasn’t followed the rebound, and Brent is near $110.

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