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Aug 14, 2026

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5 min read

The China Line Came Back | Applied Materials Guides Higher | Retail Sales At Half Past Eight | What November Tenth Decides

Last November, Applied Materials told investors that Chinese chip equipment spending would fall this year. Last night it said the opposite. The rule written to make the first version true switches itself back on in twelve weeks.

Aug 13, 2026

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4 min read

$2 Trillion IPO | PPI Flat | Cisco Fell on Margin Concerns | Russell Hit All-Time High

Anthropic is targeting the largest IPO in history at $2 trillion. PPI came in flat versus a 0.2% estimate. Cisco beat earnings and fell 9% on margin guidance. The Russell 2000 hit a record. September hike odds hit 68%.

Aug 13, 2026

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5 min read

Producers Charge More Than Shops Do | A Parts Distributor Opens Its Books | Tapestry And Dillard's Follow | The Line That Counts Margins

Applied Industrial tells investors its suppliers keep raising prices and its own gross margin has not moved all year. It reports before the bell. Two more sellers open their books the same morning, into the July wholesale print.

Aug 12, 2026

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5 min read

CPI Moved | CoreWeave and Super Micro Ended the Debate | Wendy's Jumped

CPI landed exactly as expected. September hike odds fell. December hike odds rose. CoreWeave doubled its revenue and surged. Super Micro guided to $15 billion and surged. Wendy's is going private. The tape liked all of it.

Aug 12, 2026

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5 min read

CoreWeave Loses More And Rises | Gasoline Falls, Power Doesn't | Cisco Reports Into The Power Bill | The Line Core Leaves Out

CoreWeave's interest bill grew faster than its revenue last quarter. Less than half the power it has contracted is switched on. The other half is the part this morning's inflation report cannot see yet.

Aug 11, 2026

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5 min read

US Helicopter Fired on a Ship | On Holding Fell on Revenue Miss | Fermi Surged

A US military helicopter shot at a Panama-flagged vessel breaking the Iran blockade. On Holding missed revenue estimates and fell 20%. Fermi landed its first tenant and surged. Homebuilders rose despite weak home sales. CPI is tomorrow.

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