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Archive

Jun 26, 2026

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4 min read

Nasdaq Breaks the Streak | Asia Sold Memory Through Micron | Alphabet Joins the Dow Monday | The Rotation Has a Composition Problem

The Dow has been hitting records because none of the names driving it are tech. Monday morning, Alphabet joins it. The index gets a new tech leader exactly as the Nasdaq breaks its first four-day streak since February.

Jun 25, 2026

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5 min read

Apple Raising Prices | PCE Hit a Three-Year High | Iran Shot a Ship

Apple and Microsoft raised hardware prices because memory chips cost too much. PCE hit its highest level since 2023 and the Fed said calm down. Iran attacked a ship on the busiest Hormuz transit day since the war. The Dow hit a record. The Nasdaq fell. Again.

Jun 25, 2026

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4 min read

Micron Erased Tuesday | Asia Caught Fire | PCE on Stale Oil | Kioxia Joins the US Listing Parade

Micron's print closed the AI memory debate that started Tuesday. Asian markets ran with it. PCE arrives at 8:30am on May data that reflects an oil world that has since reset.

Jun 24, 2026

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5 min read

WTI Fell but Cargo Still Stranded | SK Hynix Is Going Public

WTI broke below a key level. Billions in cargo remain stranded in the Gulf. SK Hynix is going public in the US. Gold just hit a seven-month low.

Jun 24, 2026

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4 min read

Two 4pm Prints | Micron Reports | Stress Test Returns | The Buffer Wrinkle

Today's Federal Reserve stress test for the major banks arrives under a frozen capital buffer framework. The link between stress results and bank capital returns broke in February. Micron earnings hit the wire at the same hour.

Jun 23, 2026

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5 min read

AI Spending Jitters | Micron Fell | SpaceX Issued Bonds

Oil fell to war lows. Tech sold off anyway. Micron dropped 13% the day before it reports. SpaceX fell below its debut price and immediately borrowed $25 billion. IBM surged. Consumer staples led the market. The peace dividend arrived and nobody in tech noticed.

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