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Apr 26, 2026
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5 min read
The deal trade broke last week. The earnings tape kept running. This week the Fed speaks, GDP lands, and Apple, Amazon, Microsoft, Google, and Meta all report. The market finds out if strong chips and stubborn oil can hold together at the same time.
Apr 25, 2026
6 min read
The deal trade died on Wednesday. The earnings tape kept running anyway. Airlines priced a closed Strait through 2026. Defense sold off during a war. Texas Instruments had its best day in 26 years. The market is sorting winners from losers. The cost line is the cut.
Apr 24, 2026
Intel surpassed record. The DOJ dropped its Powell probe. Consumer sentiment hit the lowest reading in survey history.
Intel smashed earnings and surged after hours. Software kept bleeding. The market is running two trades at once and both can't be right. Today finds out which one the consumer confirms.
Apr 23, 2026
Texas Instruments had its best day in 26 years. Defense stocks are down 11% this week. American Express saw airline refunds spike in April. The market is sorting winners from losers. The cost line is the cut.
Wednesday closed at records. Thursday opened with crude higher and tankers hit overnight. URI and TXN got bought on their beats. ServiceNow and IBM got sold on theirs. Tesla beat on profits, flagged capex, and faded. The rule is the same every night now. The print is the entry. The cost guide is the trade.
