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May 28, 2026
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5 min read
Snowflake beat on every line, locked in a $6 billion AWS deal, and surged sharply after hours. Dell reports tonight into that same AI demand story with a $43 billion backlog. The question is whether today's PCE print gives the Fed cover to stay patient or whether the overnight Iran strikes just reset the energy clock.
May 27, 2026
4 min read
Zscaler beat everything and lost nearly a third of its value. Oil dropped hard on an Iran deal draft the White House called a fabrication. Salesforce reports and the entire software trade is riding on it.
6 min read
Micron crossed a trillion dollars on a single upgrade. Zscaler beat on every metric and lost a fifth of its value after hours. The AI trade has split into two lanes, and tonight Salesforce reports into the widest gap between them.
May 26, 2026
Micron crossed $1 trillion. China stopped buying oil and accidentally helped everyone else. AutoZone missed badly. The peace trade held but the data underneath it keeps telling a different story.
WTI plunged after the US and Iran outlined a sixty-day ceasefire framework to reopen the Strait of Hormuz. Hours later, CENTCOM hit Iranian missile sites and mine-laying boats near Bandar Abbas. Markets chose the deal over the strike. Kevin Warsh begins his first full week as Fed Chair with oil crashing and bonds at their highest yields since 2007.
May 25, 2026
7 min read
A 300-year-old adage resurfaces every spring. The data behind it is real, just not the way most investors use it. The pattern has weakened, the risk profile has flipped, and in 2026, oil, rates, and the tariff courtroom carry more votes than any almanac.
