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Archive

Jul 23, 2026

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4 min read

Defense Reports Into the War | Oil Won't Fade, Fed Frozen | Rails Eat the Fuel Bill | Intel's Turn After the Bell

Lockheed and Raytheon report this morning, with nightly US strikes on Iran now in a second week and fresh threats of more. The same oil spike freezing the Fed is a tailwind for the defense primes and a tax on everything that burns diesel.

Jul 22, 2026

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5 min read

Super Micro Surged | September Hike Odds | Reddit Fell on Google Content Deal

Super Micro nearly doubled its margin guidance and took in $60 billion in new orders. September hike odds jumped to 74%. Reddit fell 9% on reports it may cancel its Google AI content deal.

Jul 22, 2026

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5 min read

Kazakh Crude Stops Moving | Houthis Blockade Saudi Shipping | Bonds Price a Hike, Chips Price a Boom | The Reroute Trade Runs Out of Road

Kazakhstan stopped pumping crude to the Black Sea after four tankers were hit in four days. Saudi tankers turned around mid voyage in the Red Sea. Every route built to survive the Hormuz closure came under attack in the same week.

Jul 21, 2026

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4 min read

GM Beat on Profits | US Sales Fell | $120 Oil If Hormuz Stays Shut

GM sold fewer cars and made more money. Dimon said publicly he wouldn't buy stocks or Treasuries right now. Goldman says oil could hit $120 if Hormuz stays shut. Alphabet and Tesla report tomorrow.

Jul 21, 2026

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5 min read

General Motors: Profit Up, Sales Down | Chips Snap Back Overnight | Oil Keeps Fading Its War Premium | The EV Cliff Nobody's Pricing

General Motors reports this morning with profits rising and sales falling in the same quarter. That split is the tell for the whole week. The banks are done. Now the companies that build cars, drill wells, and frame houses show whether the economy took a quarter of costly oil and tariffs in stride.

Jul 20, 2026

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4 min read

Another Chinese AI Model | Financing Meta Data Centers | New Oil Front

Alibaba released its second Chinese AI model in a week. BlackRock is leading $12 billion in debt for Meta's Texas data centers. The Houthis declared a maritime embargo on Saudi Arabia.

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