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Archive

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.

Oct 20, 2026

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5 min read

GM Beat and Fell 7%. Equifax Cut and Rose 11%.

Tuesday's tape priced the outlook, not the quarter. Brent swung $6 between a five-month high and an Iran report no government confirmed, and deals repriced four stocks.

Oct 20, 2026

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5 min read

Seoul Sold the AI Rebound | GM Beat and Fell Premarket | Brent Topped $110 | A Blockade Bet Faded

Monday's chip rebound didn't survive Asia. GM beat, raised and slid before the open.

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