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Microsoft Soared | Meta Cratered | The Bond Market Didn't Care About Either

Jul 30, 2026

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5 min read

Microsoft Soared | Meta Cratered | The Bond Market Didn't Care About Either

Chips had their best day in months. The 30-year yield hit a 19-year high. A hedge fund blew up. The war reached Egypt.

Dio Pouerie, +1

Long Bond Breaks 2007 Levels | Front End Eased Anyway | Data Center Politics Hits Caterpillar | Meta's Free Cash Flow Vanished

Jul 30, 2026

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5 min read

Long Bond Breaks 2007 Levels | Front End Eased Anyway | Data Center Politics Hits Caterpillar | Meta's Free Cash Flow Vanished

Microsoft spent more than ever last quarter and still cleared real cash. Meta grew revenue by nearly a third and cleared almost none. Amazon reports tonight with the biggest buildout of the three.

Dio Pouerie, +1

Fed Held 9-3 | Iran Expanded to Iraq and Jordan | Microsoft Ripped 8% After Close

Jul 29, 2026

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5 min read

Fed Held 9-3 | Iran Expanded to Iraq and Jordan | Microsoft Ripped 8% After Close

The Fed held but three members wanted to hike immediately. Iran struck Iraq and Jordan simultaneously. Microsoft beat, guided Azure growth higher, and jumped 8% after the close. The Dow fell 800 points into the decision. Meta and Microsoft reported. One got rewarded. The other did not.

Dio Pouerie, +1

Crude Buys Back A Sliver | Korea Halts Twice In Two Days | The Chairman Who Won't Submit A Dot | The Vote Is The Guidance

Jul 29, 2026

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4 min read

Crude Buys Back A Sliver | Korea Halts Twice In Two Days | The Chairman Who Won't Submit A Dot | The Vote Is The Guidance

SK Hynix posted the biggest quarter in its history and still came up short of the model. The stock fell hard enough to take the whole index down with it. Best ever wasn't the bar.

Dio Pouerie, +1

Fed Meeting | Carrier Capex Cuts | Real Economy Earnings Hit Records

Jul 28, 2026

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5 min read

Fed Meeting | Carrier Capex Cuts | Real Economy Earnings Hit Records

Nvidia announced $750 billion in AI deals in a single week and its own CDS costs surged. Corning fell 20% because wireless carriers are cutting spending. Sherwin-Williams, UPS, and Coca-Cola all raised guidance.

Dio Pouerie, +1

Durables Split In Two | Rotation Ran On Cheap Fuel | Tariffs Land In Guidance | Freight Answers First

Jul 28, 2026

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5 min read

Durables Split In Two | Rotation Ran On Cheap Fuel | Tariffs Land In Guidance | Freight Answers First

General Motors raised guidance last week and called the consumer resilient. Ford reports tonight into falling sales and a fresh tariff bill. Both sell trucks into the same economy.

Dio Pouerie, +1