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Trump Threatened Iran's Oil Hub | PPI Ran Hot | Retail Sold Everything for SpaceX

Jun 11, 2026

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5 min read

Trump Threatened Iran's Oil Hub | PPI Ran Hot | Retail Sold Everything for SpaceX

Trump named Kharg Island, handling 90% of Iran's crude exports. PPI beat estimates again. Retail sold chips for two days straight. SpaceX priced at $135 tonight.

Dio Pouerie, +1

Oracle Beat and Dropped | ECB Hikes Into the War | AI Capex Turns Hostile | Adobe Answers Tonight

Jun 11, 2026

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5 min read

Oracle Beat and Dropped | ECB Hikes Into the War | AI Capex Turns Hostile | Adobe Answers Tonight

Oracle crushed every revenue line and the stock fell sharply after hours. The cost: $70 billion in planned capex next year and another $40 billion fundraise. The ECB is expected to hike for the first time since 2023. PPI drops at 8:30.

Dio Pouerie, +1

Core Soft. Fed Stuck. | Amazon Entered Freight. | SoftBank's OpenAI Loan

Jun 10, 2026

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4 min read

Core Soft. Fed Stuck. | Amazon Entered Freight. | SoftBank's OpenAI Loan

May CPI came in at 4.2%, exactly as expected. Core was softer. The Fed got nothing useful. Trump threatened Iran and WTI bounced back. Amazon entered trucking. SoftBank's OpenAI loan hit a wall. SpaceX lost $300 billion in pre-IPO futures.

Dio Pouerie, +1

Strikes After the Close | Oil Math Reshuffled | CPI at the Hinge | Oracle Answers Tonight

Jun 10, 2026

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5 min read

Strikes After the Close | Oil Math Reshuffled | CPI at the Hinge | Oracle Answers Tonight

The Energy Secretary said Hormuz traffic was rising meaningfully. Eight hours later, CENTCOM struck Iranian air defenses near Bandar Abbas. Oil is bouncing this morning. May CPI drops at 8:30 with the war premium reshuffled overnight.

Dio Pouerie, +1

WTI Crashed | Chips Gave Back | OpenAI Filed IPO | SpaceX

Jun 9, 2026

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5 min read

WTI Crashed | Chips Gave Back | OpenAI Filed IPO | SpaceX

The Energy Secretary said Hormuz traffic is rising meaningfully. WTI fell 5% to $86. Chips erased Monday's entire bounce. OpenAI filed confidentially for an IPO. SpaceX prices Thursday. The market is cannibalizing itself to fund it.

Dio Pouerie, +1

Apple Sold the News | The Dow Saw War While Nasdaq Saw a Dip | Oracle Tests AI Spend Tomorrow | SpaceX Books Close Thursday

Jun 9, 2026

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4 min read

Apple Sold the News | The Dow Saw War While Nasdaq Saw a Dip | Oracle Tests AI Spend Tomorrow | SpaceX Books Close Thursday

Apple unveiled Siri AI powered by Google's Gemini. Tim Cook took his final keynote bow. The stock fell nearly two percent. At 34 times forward earnings, the market wanted a leap. It got a catch-up.

Dio Pouerie, +1