Friday, October 16, 2026 Morning: Warsh tried to soothe tech's fragile nerves, but Dell stumbling on our bench shows hardware multiples have limits
Thursday, October 15, 2026 Evening: Hot wholesale inflation sparked a surprise bond rally, leaving our chip longs to sweat out Dell's sudden reality check · Morning: Hot inflation woke the bond vigilantes right back up, and now our record TSM beat has to outrun a five percent yield
Wednesday, October 14, 2026 Morning: ASML delivered the goods in Europe, but our TSM still has to survive this morning's CPI tape
Tuesday, October 13, 2026 Evening: Bank earnings went cold, leaving chipmakers to sweat tomorrow's ASML print in total silence · Morning: Banks stumbled through their Q3 kickoff, leaving our MU to absorb a sudden DRAM warning from China
Monday, October 12, 2026 Evening: Crude crossed triple digits to spoil the mood, while OpenAI quietly crawled right back to our NVDA · Morning: The bond market took the holiday off, leaving equities alone to overthink tomorrow's bank earnings
Sunday, October 11, 2026 Evening: The tape is sweating CPI and bank earnings, while our TSM quietly prepares to carry tech's valuation
Friday, October 9, 2026 Evening: Stocks Rally Ahead of Big Bank Earnings · Morning: OpenAI flashed a seventy-billion run-rate to calm the room, leaving Oracle to explain the datacenter bill
Thursday, October 8, 2026 Evening: Crude flared up after an OpenAI reality check, leaving our Broadcom to explain a fifty-billion-dollar bar tab · Morning: Rate anxiety resurfaced to spoil the morning, but fifty percent revenue growth keeps our TSM completely unbothered
Wednesday, October 7, 2026 Evening: Yields pushed toward multi-decade highs, but a three-thousand-dollar price target kept our Micron flying high · Morning: Oil crossed a hundred bucks while yields ran hot, yet our Google just bought two decades of nuclear power