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Dow up 875. Nasdaq down. Read the rotation.

Dow up 875. Nasdaq down. Read the rotation.

Broadcom fell 12%. UnitedHealth gained 5%. The money changed hands in one session.

Jun 4, 2026

Dow down 621. Oil remembered.

Dow down 621. Oil remembered.

The US and Iran fired at each other overnight. The SPR is almost empty. CrowdStrike beat and fell.

Jun 3, 2026

The AI trade just split in two

The AI trade just split in two

Marvell surged 25%. HPE surged 25%. Alphabet fell 4% and sold $80 billion in stock.

Jun 2, 2026

 7,600 and the president doesn't care

7,600 and the president doesn't care

Nvidia unveiled the AI PC. Oil spiked 5%. Trump shrugged off Iran. Stocks hit records.

Jun 1, 2026

Dell just validated the whole trade

Dell just validated the whole trade

Revenue beat by 24%. Raised guidance 19% above the Street. Ninth straight winning week.

May 29, 2026

PCE at a three-year high. Market didn't care.

PCE at a three-year high. Market didn't care.

Snowflake surged 36%. Nvidia fell 1%. The AI trade just changed hands.

May 28, 2026

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