Monday, August 31, 2026 Morning: Oil's flirting with $90, the Fed's still buzzing, and our chip darlings are learning margins matter more than ever
Sunday, August 30, 2026 Evening: Our AI bets delivered solid earnings, yet the market decided those valuations were tasting a bit too rich for comfort
Friday, August 28, 2026 Evening: Warsh sent yields skyward, and while tech took a hit, our AI bets like WDAY kept climbing the ladder · Morning: NVDA and CRM crushed their AI numbers, and suddenly enterprise tech is the place to be
Thursday, August 27, 2026 Evening: Nvidia and Salesforce pulled AI back from the brink, and SaaS software is finally breathing again · Morning: Nvidia's AI earnings lit up tech, and then Snap got tangled in the state's safety nets
Wednesday, August 26, 2026 Evening: Inflation got spicy, yields spiked again, but our AI chips are still pretending it's 2023 · Morning: Smaller AI bets popped, crypto caught a bid, and now the whole market holds its breath for Nvidia
Tuesday, August 25, 2026 Evening: Yields and crude took a breather, tech staged a comeback, and now we hold our breath for Nvidia · Morning: Tech caught a bid, Micron stumbled on China chip news, and the entire AI trade holds its breath for Nvidia's reckoning tomorrow
Monday, August 24, 2026 Evening: Mega-cap tech de-risked before Nvidia, and our AI plays held their breath for Wednesday's reckoning · Morning: Eyes on Nvidia and the Fed's big stage, while our rare earth plays and a surging Robinhood enjoyed the quiet before the storm
Sunday, August 23, 2026 Evening: Fed's soft touch sparked a broad rally, and our rare earth plays felt the love just in time for Nvidia's reckoning
Friday, August 21, 2026 Evening: Treasury buys eased yields, sparking our copper and crypto plays, yet chips are holding their breath for earnings · Morning: Yields paused, a green light for our AI plays, while Walmart's stumble warns of consumer fatigue
Thursday, August 20, 2026 Evening: Yields surged, dragging the market down, even Walmart stumbled, yet our crypto plays shimmered, eyeing Nvidia. · Morning: Yields softened on Treasury buys, oil still flared, yet our AI bets and digital gold flew high
Wednesday, August 19, 2026 Evening: Yields finally took a breather, and Marvell’s Google AI partnership lit up our screens, ending the slump · Morning: Oil hit 90, yields marched higher, and our AI darlings felt the gravity of a classic tech rout
Tuesday, August 18, 2026 Evening: Bond yields decided to flex, and our high-flying tech felt gravity's sudden pull · Morning: Greed stays high as AI hardware leads our way, and memory chips rally, but Reddit's S&P pop faded quick
Monday, August 17, 2026 Evening: Oil sent yields soaring, which dragged the big names down, but AI hardware shrugged it off while Reddit shed some weight · Morning: Greed's holding strong at 65, and Reddit got its S&P call as AI hardware beat big, but Broadcom hit a cyber snag
Sunday, August 16, 2026 Evening: The market felt a chill from consumer spending, and AI names gave us a wild, split-screen performance
Friday, August 14, 2026 Evening: Retail sales dragged us off the highs, and now we’re all watching Walmart to see if it’s just a summer blip · Morning: Inflation got quiet, the S&P went vertical, and we’re riding this software wave all the way up
Thursday, August 13, 2026 Evening: The S&P hit cruising altitude on calm inflation winds, and our long plays are really feeling that updraft · Morning: CPI relief paved the way, and our AI compute plays just pulled off a quarter for the ages
Wednesday, August 12, 2026 Evening: CPI read the room, and our AI-powered tech just got cleared for serious altitude · Morning: AI cloud keeps futures climbing ahead of CPI, and our SMR bet just found its data center niche
Tuesday, August 11, 2026 Evening: Oil and CPI caution put the brakes on things, but our nuclear energy plays are building steam for AI. · Morning: Geopolitics drove crude higher, and with CPI tomorrow, we watched some chips get a profit-taking haircut
Monday, August 10, 2026 Evening: Oil surged on Hormuz jitters, and our portfolio's tech darlings are feeling the weight of profit-taking · Morning: Greed keeps the engines running, but as Atlassian touched the sky, Trade Desk hit an advertising headwind
Sunday, August 9, 2026 Evening: The tech party's bumping with TEAM, and TTD is proof some invitees are already heading home
Friday, August 7, 2026 Evening: Job losses sealed the Fed pause, and while Atlassian soared on AI, TTD reminded us that not all flights are smooth · Morning: Futures held their breath for jobs data, and while our energy plays hummed, some tech names learned about gravity
Thursday, August 6, 2026 Evening: Wall Street felt the gravity of profit-taking, and our space tech is defying it · Morning: Tech profit-taking cooled things down, but our Shopify AI bet paid off handsomely, and gold suddenly felt like a king
Wednesday, August 5, 2026 Evening: Tech finally took a beat, but our Shopify position launched while AMD nursed some fresh guidance bruises · Morning: Greed is officially back, and Palantir’s AI numbers are fueling our conviction in tech
Tuesday, August 4, 2026 Evening: Geopolitics got chill, oil dropped hard, and our tech plays launched the S&P to new heights · Morning: Oil tension eased, and our AI cloud infrastructure plays flexed hard, with AMD now in the earnings spotlight
Monday, August 3, 2026 Evening: Mideast peace talks calmed oil, and our AI cloud infrastructure picks caught a big updraft · Morning: Cloud giants are flexing their AI muscle for us, but Reddit's user traffic concerns weighed heavy
Sunday, August 2, 2026 Evening: Tech rode the cloud's AI wave, but Reddit stumbled hard, leaving us keen for AMD's chip test
Friday, July 31, 2026 Evening: Amazon's cloud flexed its AI muscle, and Reddit's user woes set the stage for AMD's big test · Morning: AI capex is separating the contenders from the pretenders, and we're seeing massive gains on clear ROI
Thursday, July 30, 2026 Evening: Azure dropped a $100B flex on the market, and some AI investments came with a hefty price tag · Morning: The Fed’s grip tightened as Iran sparked, sending tech to the ropes, yet AI's whisper still echoed
Wednesday, July 29, 2026 Evening: Hawkish Fed vibes chilled tech, AI supply fears rattled chips, but our creative plays popped · Morning: Chip stocks felt the pain from China and AI, but our software plays found a new gear before the Fed
Tuesday, July 28, 2026 Evening: Chips took a brutal hit from AI costs and new supply, but our software names found their rhythm today · Morning: Yields and oil took a welcome dip, and chips got the memo while our SaaS names found their rhythm
Monday, July 27, 2026 Evening: Oil eased, chips got whacked, and our enterprise software plays are suddenly looking very smart · Morning: Iran ceasefire calmed macro nerves for tech, but the AI trade is quickly separating the software from the storage
Sunday, July 26, 2026 Evening: AI capex jitters dragged tech lower, but SAP's cloud growth shows us where the smart money still goes
Friday, July 24, 2026 Evening: Chip capex concerns cooled the tech party, yet AI cloud software is already bringing in the returns · Morning: The AI bill landed for big tech and Tesla stalled, but Lockheed is reminding us what real growth looks like
Thursday, July 23, 2026 Evening: Big Tech's AI bill arrived with a shock, and oil’s triple-digit return wasn’t the relief we needed · Morning: Futures are feeling the rate jitters, but Dell's AI server rush is setting the bar for next week's tech tests
Wednesday, July 22, 2026 Evening: Big Tech's AI spending is on the clock tonight, but Dell made its move while others pondered what comes next · Morning: Open-source AI sparked a chip rally today, and we're riding the wave into GOOGL and TSLA's after-hours reveal
Tuesday, July 21, 2026 Evening: Macro fears are lurking, but our AI memory chips are building new cloud infrastructure, and Nasdaq felt the charge · Morning: Open-source AI just reshuffled the deck, pulling capital toward cloud assets, and tomorrow's earnings are the next big reveal
Monday, July 20, 2026 Evening: War fears gave oil a jolt, and our AI cloud plays are doing the heavy lifting for our bottom line · Morning: Geopolitical winds are lifting oil, and Netflix's soft guidance leaves our big tech earnings watch feeling a little exposed
Sunday, July 19, 2026 Evening: AI rotation is cooling our chip darlings, and tech earnings tomorrow are the sector's next big test
Friday, July 17, 2026 Evening: Geopolitical winds lifted oil, and our tech holdings are looking to AI earnings for a spark · Morning: The AI chip trade is cooling on cap-ex fears, and our software plays found some welcome warmth
Thursday, July 16, 2026 Evening: Semis faced a geopolitical squall and AI capex fears, but our software plays found shelter in buybacks · Morning: Yields dipped with CPI, yet our treasured tech found itself swimming against the capital flow
Wednesday, July 15, 2026 Evening: Inflation whispers sweet nothings, yet our high-flying AI chips are bracing for export headwinds · Morning: CPI had us feeling good about tech, yet IBM's software warning put some of our cloud plays on ice
Tuesday, July 14, 2026 Evening: CPI cooled the markets, and now our software plays are feeling the chill from IBM's hardware pivot · Morning: Oil’s gone wild, our Salesforce bet looks stellar, and now we’re just sweating the CPI teller
Monday, July 13, 2026 Evening: The oil market got rowdy, tech got a headache, and our CRM upgrade was a rare bright spot today · Morning: Geopolitics got crude jumping, Meta's AI buildout looks cheap, and our Bloom position is feeling the rate-fear pinch
Sunday, July 12, 2026 Evening: SK Hynix dragged us to new highs, Meta found its next big bet, and we're just hoping Bloom can defend its scandium story
Friday, July 10, 2026 Evening: The SK Hynix debut set off a hardware frenzy, Zuck's cloud pivot cured our capex hangover, and now we're staring at Alphabet to see if the math actually works · Morning: Oil took a breather, AMD and Meta are running on pure AI narratives, and now we're treating the SK Hynix debut like a vibe check before Google earnings
Thursday, July 9, 2026 Evening: Missiles flew but Wall Street only wanted chips, Meta dropped a model that actually makes money, and we are quietly watching software sleep through the hardware rally · Morning: Oil spiked to ruin our rate cut dreams, Apple wrote Broadcom a thirty billion dollar check, and the algos are buying Nvidia on pure seasonal vibes
Wednesday, July 8, 2026 Evening: The ceasefire collapsed, crude is back to haunting the tech rotation, and we're leaning on an Apple deal and a BofA upgrade to keep the portfolio green · Morning: The ceasefire broke, Samsung dragged tech down with it, and we are ignoring massive upgrades just to stare at the inflation print like it owes us money
Tuesday, July 7, 2026 Evening: Samsung crushed earnings and tech sold off anyway, Uber is saving our portfolio on robotaxi vibes, and now we're demanding absolute perfection from AI · Morning: Asia dumped semiconductors overnight, AMD politely declined to participate, and we are officially in the nervous waiting room for GOOGL earnings
Monday, July 6, 2026 Evening: Broadcom locked in Apple through 2031, Goldman blessed AMD, and AI dragged the market green while we quietly wait for Alphabet to tell us if this rally is real · Morning: Tech money is rotating into value, Zuck admitted his AI is lagging, and we're buying Celsius dips just to stay awake for the Fed minutes
Sunday, July 5, 2026 Evening: Jobs missed, Zuck and AMD gave us an AI reality check, and somehow the only thing saving our portfolio today is an energy drink signing a deal with Suntory
Friday, July 3, 2026 Evening: Payrolls printed soft, Meta stumbled on a $200B AI tab, and we are hiding out in Apple foldables while chips quietly search for a floor · Morning: The bill for the AI boom finally arrived, tech checked out early for the fourth, and our portfolio is surviving on the promise of a foldable iPhone
Thursday, July 2, 2026 Evening: A shockingly soft jobs miss dragged down semis, Meta's massive AI bill spooked the room, and somehow MicroStrategy is our only safe haven heading into the holiday · Morning: Chip stocks are bleeding out on bubble fears, Meta is suddenly a cloud landlord, and the fate of our long weekend rests entirely on this morning's payrolls
Wednesday, July 1, 2026 Evening: The street traded AMD gains for defensives, Meta found a side hustle for its extra compute, and now we're all staring at Friday payrolls hoping tech doesn't roll over · Morning: Warsh has the fear index stuck at thirty-one, Uber fumbled its robotaxi pilot, and South Korean export data just handed our AI infrastructure names a flawless morning
Tuesday, June 30, 2026 Evening: Oil took a breather, Cantor slapped a $700 target on AMD, and we are casually riding a 52K Dow while Goldman continues to bully PayPal · Morning: Qatar peace talks have tech futures running, Taiwan Semi is taxing the AI boom, and Lulu broke support while we wait on Nike tonight to see if this turnaround is real
Monday, June 29, 2026 Evening: We snapped a brutal five-day skid on whispers of peace, TSMC flexed a dividend hike, and Google officially evicted Verizon from the Dow · Morning: Semiconductors got flushed, Michael Burry is somehow long Microsoft, and we're all just staring at tomorrow's Doha talks in pure dread
Sunday, June 28, 2026 Evening: An Iran peace deal tanked oil, Qualcomm pushed its AI dreams to 2028, and we're suddenly pretending battered software is the only trade that matters
Friday, June 26, 2026 Evening: OpenAI delayed its debut, the chip trade is quietly hurting, and we're officially hiding in Microsoft calls with Michael Burry until June payrolls drop · Morning: OpenAI pushed the IPO, AI agents are coming for software seats, and AMD is quietly carrying our portfolio through a messy quarter-end rotation
Thursday, June 25, 2026 Evening: Micron printed a monster quarter, AMD caught the sympathy bid, and software slipped as we finally remembered someone has to pay for all these chips · Morning: Micron just dropped forty billion to save the AI trade, Microsoft is dodging Copilot lawsuits, and we are officially out of patience for Nike's China turnaround
Wednesday, June 24, 2026 Evening: Tech spent the day sweating valuations, Microsoft caught an AI fraud suit, and Micron just saved the after-hours to remind us why we never sell NVDA · Morning: An Asian liquidation dragged Nvidia lower, fast capital hid in battered software, and now we're trusting Micron to hold the entire AI narrative together
Tuesday, June 23, 2026 Evening: South Korea tripped the breakers, the chip giants finally looked mortal, and suddenly we're all pretending we loved enterprise software this whole time · Morning: Tech is choking on its AI bills, Google is bleeding talent, and we're staring at Prime Day data just to see if the American consumer is still breathing
Monday, June 22, 2026 Evening: Big tech is nursing a margin hangover, peace talks rotated us into small caps, and AMD is quietly stealing Intel's lunch right as we brace for Prime Day · Morning: The dollar surged on a hawkish Fed, TSM is hiking prices just because it can, and we're watching Salesforce realize that AI bots don't actually pay for software seats
Sunday, June 21, 2026 Evening: The peace deal crushed oil, TSM and AMD caught a massive bid, and the fear index is still stuck at 37 just to remind us we can't have nice things
Saturday, June 20, 2026 Evening: A US-Iran peace memo erased the VIX, chips are hitting record highs, and we're stuck watching software pay for Accenture's sins ahead of Monday's liquidity hangover
Friday, June 19, 2026 Evening: Regulators rewrote the grid rules for AI, Taiwan Semi is officially sold out, and we're rolling into Qualcomm's investor day on a ten billion dollar rumor · Morning: The consumer refused to break, TSMC proved the AI trade still has legs, and suddenly we're buying up fuel cells just to keep the data centers from going dark
Thursday, June 18, 2026 Evening: World peace quietly erased our rate fears, semiconductors are hitting records in the desert, and we get a long weekend to sleep off the triple-witching chaos · Morning: A historic peace deal with Iran just bailed us out of yesterday's hawkish Fed, Meta is sliding on talent exits, and Robinhood is firing a tenth of its staff just to catch a bid
Wednesday, June 17, 2026 Evening: Warsh teased a rate hike, Meta is sweating its massive AI bill, and the only thing saving our screens is Robinhood firing people · Morning: An Iran deal just tanked oil, Lisa Su took profits on the AI rally, and suddenly we're all pretending we bought JPMorgan for the cyclical rotation
Tuesday, June 16, 2026 Evening: Semis officially became the most crowded trade in history, AMD slid on pure exhaustion, and now we're all pretending we loved Apple all along · Morning: A Middle East truce gave us record highs, AMD is throwing money at the Nvidia problem, and now we're hoping Warsh doesn't ruin a perfectly good rally tomorrow
Monday, June 15, 2026 Evening: A surprise peace deal tanked oil, the fear index is collapsing, and we're watching chipmakers run up double digits like they actually have somewhere to be · Morning: The Iran deal sank oil, the SpaceX IPO has tech buzzing, and we're eyeing small caps while Eli Lilly slips for the crime of inventing another miracle weight loss drug
Sunday, June 14, 2026 Evening: Retail dumped Apple to chase the SpaceX debut, oil sank on Iran peace hopes, and we're quietly watching AMD step entirely out of Nvidia's shadow
Friday, June 12, 2026 Evening: The SpaceX mega-IPO swallowed the room, peace talks tanked oil, and AMD quietly surged while we nervously stare at Micron to save the rest of our semiconductor trade · Morning: Peace talks sank oil, bond yields finally backed off, and we're riding a massive semiconductor rally while Jensen casually crowns Marvell the next trillion-dollar giant
Thursday, June 11, 2026 Evening: Iran peace news sank oil, yields took a dive, and Wall Street just spent the afternoon slapping astronomical price targets on every battered semi we own · Morning: That 3.8 CPI print killed the rate cut dream, Apple caught a sell-the-news hangover, and we're letting Oracle's checkbook carry Nvidia before the SpaceX liquidity vacuum
Wednesday, June 10, 2026 Evening: Oil is flirting with ninety, Super Micro diluted the semiconductor trade, and Oracle quietly dumped its Bloom stash just as we brace for a SpaceX liquidity vacuum · Morning: Futures are dumping on Middle East crossfire, software is bleeding out, and Apple's glorified Siri patch has us staring at Micron to save the hardware trade
Tuesday, June 9, 2026 Evening: Apple put its AI on layaway, the semiconductor rally caught a bout of midday vertigo, and now we're all clearing the deck for Wednesday's inflation print · Morning: Semis decided Friday never happened, Tesla rallied on a rare JPMorgan blessing, and now we're counting on Micron earnings to prove this comeback isn't a mirage
Monday, June 8, 2026 Evening: The S&P cruised past 7,400, Tesla remembered how to sell cars in China, and now we're treating Micron earnings like a load-bearing wall for the entire AI trade · Morning: Yields spiked on a hot jobs report, Broadcom erased a trillion dollars from the AI trade, and suddenly we're all pretending we loved energy stocks this whole time
Sunday, June 7, 2026 Evening: Jobs came in hot, bond yields went vertical, and our semiconductor stocks got absolutely dragged, leaving us staring at next week's inflation prints like a life raft
Friday, June 5, 2026 Evening: The jobs report ran too hot, Broadcom turned the lights on at the AI party, and we just watched our semis take a double-digit haircut while we pray for a Monday bounce · Morning: Broadcom beat but Wall Street wanted perfection, Micron lost its trillion-dollar crown in the crossfire, and Robinhood is surging while we sweat the morning jobs print
Thursday, June 4, 2026 Evening: Broadcom popped the AI perfection bubble, Berkshire threw ten billion at Google, and now we're all sweating Friday's jobs print hoping tech doesn't bleed out · Morning: Capital is fleeing Nvidia for AMD, software multiples are compressing, and we're all just staring at SNDK like it forgot how gravity works
Wednesday, June 3, 2026 Evening: Oil is flirting with a hundred, the nine-day streak is dead, and we're hiding behind AMD while Broadcom sets up a morning stress test for the semi rally · Morning: Alphabet gave us capex sticker shock, Microsoft caught an antitrust probe, and Jensen casually anointed Marvell while we stare at Broadcom earnings to dictate tomorrow
Tuesday, June 2, 2026 Evening: Alphabet handed us an $80B dilution headache, Jensen casually blessed Marvell with a 32% rally, and now we're staring at Broadcom hoping the AI math still works · Morning: Nvidia just injected fresh greed into AI infrastructure, Meta is sliding as executives quietly unload shares, and tomorrow we treat the Broadcom print like a polygraph test
Monday, June 1, 2026 Evening: Crude broke $95 on ceasefire anxiety, new Nvidia chips sparked a double-digit cloud rally, and now we're staring at Wednesday's Broadcom earnings like a season finale · Morning: Oil spiked on weekend airstrikes, Dell overpowered the macro dread, and somehow Robinhood is catching an AI bid while we hold our breath for Broadcom
Sunday, May 31, 2026 Evening: The Dow casually cleared 51k, Robinhood is somehow an AI trade now, and we are all staring at Wednesday's Broadcom print like the whole rally depends on it
Friday, May 29, 2026 Evening: A US-Iran truce cooled yields, Dell muscled our AI hardware plays to fresh records, and Microsoft is quietly figuring out how to break up with OpenAI · Morning: Peace rumors sank oil, Robinhood found religion in AI, and we're all staring at Broadcom to tell us if these hardware multiples are actually real
Thursday, May 28, 2026 Evening: Oil cooled on ceasefire whispers, Snowflake officially cancelled the SaaSpocalypse, and now we're all staring at Broadcom to dictate the next rotation · Morning: Peace talks faded, yields are hitting 2007 highs, and Marvell just slid on flawless earnings while we wait for PCE to tell us if our equity valuations still matter
Wednesday, May 27, 2026 Evening: Macro is a mess, Zuck is paywalling Instagram to feed his Nvidia habit, and we're printing fresh records as this hardware supercycle rolls into Broadcom next week · Morning: UBS casually tripled its Micron price target, AMD caught a beautiful Nvidia tailwind, and we're just hoping Marvell doesn't ruin a perfectly good semiconductor rally
Tuesday, May 26, 2026 Evening: Oil slid on peace talks, Micron casually joined the trillion-dollar club, and tomorrow Marvell decides if we're allowed to keep buying semiconductors · Morning: Oil is tanking on peace talks, futures are cruising to record highs, and we're just watching Lisa Su drop ten billion to keep the chip wars interesting
Monday, May 25, 2026 Evening: Burry called a dot-com top on SanDisk, Lisa Su threw ten billion at Taiwan, and we are officially ignoring macro until Marvell reports on Wednesday · Morning: Wall Street took a holiday breather, analysts threw wild price targets at AMD, and now we need Marvell to prove this AI infrastructure binge isn't a fever dream
Sunday, May 24, 2026 Evening: The Dow cracked 50k on ceasefire hopes, Spotify sold us on an AI margin miracle, and our SanDisk premium vanished the minute Samsung went back to work
Friday, May 22, 2026 Evening: Yields backed off to hand us an eighth green week, Spotify found religion in AI margins, and we're quietly taking SanDisk profits before the Marvell print · Morning: Nvidia printed eighty billion and still dipped, the real money quietly rotated into off-grid data centers, and now we're staring at Marvell to see if the plumbing holds up
Thursday, May 21, 2026 Evening: Nvidia printed eighty billion and still slipped, the broader market yawned, and we're watching capital quietly rotate into the guys who power the servers · Morning: Nvidia dropped an eighty billion dollar buyback, BlackRock is quietly hoarding data centers, and we're all staring at Broadcom to see if the infrastructure rally holds
Wednesday, May 20, 2026 Evening: Oil tumbled, someone just dropped seven billion on a data center lease, and Nvidia beat earnings but won't budge until guidance tells us how to feel · Morning: Crude spiked past 108, Marvell caught a quiet bid from a rival, and we're all ignoring the Nvidia headline beat tonight to obsess over its gross margins
Tuesday, May 19, 2026 Evening: Yields dragged the broader market lower, Marvell ignored the memo completely, and now we're just killing time until Nvidia decides if this AI rally lives or dies · Morning: Trump called off the airstrike, AI infrastructure caught a heavy downgrade, and tomorrow's Nvidia print is the only thing standing between us and a reality check
Monday, May 18, 2026 Evening: Data center darlings took a sharp haircut, ServiceNow quietly stole the show, and we're all just killing time until Wednesday's Nvidia print decides our fate · Morning: Gravity finally caught up to chips, Trump bought ServiceNow, and we're all staring at Wednesday's Nvidia earnings with mild existential dread
Sunday, May 17, 2026 Evening: The summit flopped, oil broke 109, and Ackman loaded up on Microsoft while we trim our Nvidia and wait for Wednesday to tell us how to feel
Friday, May 15, 2026 Evening: Nvidia Gets OBLITERATED as $100 Oil and China Fears NUKE the Entire Market 🚨📉 · Morning: BREAKING 🚨: Nvidia EXPLODES on Shock China News as Massive AI Buying BATTLES Inflation 🔥
Thursday, May 14, 2026 Evening: BREAKING 🚨: The Dow SHATTERS 50K as Nvidia RIPS to $5.7 Trillion on a Massive China Bombshell 🔥 · Morning: Brutal Inflation Just NUKED Rate Cuts — But NBIS EXPLODED 15% on Insane 684% AI Growth 🚨
Wednesday, May 13, 2026 Evening: BREAKING 🚨: CPI Just NUKED Wall Street But Nebius is RIPPING 15% on a Massive Nvidia Bombshell 🔥 · Morning: Hot 3.8% CPI Spikes Yields; Chip Stocks Tumble
Tuesday, May 12, 2026 Evening: Hot Inflation Routs Semiconductors; Stalled Iran Talks Lift Oil · Morning: Micron Leads AI Infrastructure Rally; Shopify Tumbles on Loss
Monday, May 11, 2026 Evening: Micron Leads AI Infrastructure Boom; Dilution Sinks IREN · Morning: SanDisk, Micron Lead AI Chip Rally; CoreWeave Plunges
Saturday, May 9, 2026 Morning: AI Memory Demand Sparks Chip Rally; Micron Hits Record
Friday, May 8, 2026 Evening: Chip Stocks Power Record Rally; AI Investors Punish Imperfection · Morning: IREN Soars on $3.4B Nvidia AI Pact; Semis Rebound Before Jobs Data
Thursday, May 7, 2026 Evening: AI Chip Stocks Tumble on Profit-Taking; Software Shares Rally · Morning: AMD's Blockbuster Earnings Ignite Rally Across Chip Sector
Wednesday, May 6, 2026 Evening: AMD Soars on AI Boom; Oil Tumbles on U.S.-Iran Deal Hopes · Morning: AMD Soars on AI Demand; Shopify Tumbles on Growth Fears